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Kensico Capital Management Corp, managed by Thomas Jason Coleman&Michael Bernard Lowenstein, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 385,900 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A has surged roughly 66–75% over the past year and 6–9% in the past month, with minor pullbacks in some weeks, while analysts maintain a Strong Buy and see notable upside to $352–$375 versus recent prices around $333–$344.
Recent results showed Q4 2025 revenue and EPS beats, with Search growth re‑accelerating to mid‑teens and Google Cloud revenue soaring 48% as Gemini AI adoption expands, supporting massive $140–$185 billion capex plans and reinforcing Wall Street’s view of Alphabet as a leading AI and cloud beneficiary.
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