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Hotchkis & Wiley Capital Management LLC, managed by George Davis Jr, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 623,685 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A shares have surged roughly 66%–75% over the past year, with recent gains of up to 8.6% in a month despite minor weekly pullbacks. Analysts maintain a Strong Buy rating and see meaningful upside from current prices, with average 12‑month targets around $352–$375 and top targets near $400.
Recent results showed a “very impressive” Q4 2025, with ~2% revenue and 6.5% EPS beats driven by re‑accelerating Search and 48% Cloud growth tied to Gemini‑powered AI. Google is ramping capex sharply, guided toward ~$140–$185 billion for 2026, as analysts label Alphabet a clear AI leader benefiting from strong cloud demand and expanding AI monetization.
Spark’s Take on GOOGL Stock
According to Spark, TipRanks’ AI Analyst, GOOGL is a Outperform.
The score is driven primarily by strong underlying financial quality (profitability, cash generation, and balance-sheet strength). It is moderated by weaker technical momentum, premium valuation with a very low dividend yield, and a near-term capital-intensity/margin risk profile from the 2026 investment ramp (reinforced by the recent large debt financing).
To see Spark’s full report on GOOGL stock, click here.
More about Alphabet Inc. Class A
YTD Price Performance: -3.09%
Average Trading Volume: 37,456,528
Current Market Cap: $3657.9B