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Longview Partners (Guernsey) Ltd, managed by Marina Lund, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 698,090 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A (GOOGL) has surged roughly 66%–75% over the past year, with recent weekly moves ranging from a small dip to gains above 2% and the stock trading in the low‑to‑mid $330s. Wall Street keeps a Strong Buy stance, with average 12‑month targets around $352–$375 and top bullish calls up to $400, implying further upside.
Recent results and previews highlight a “very impressive” Q4 2025, with revenue and EPS beats driven by re‑accelerating Search and a 48% year‑over‑year jump in Google Cloud. Analysts cite Alphabet’s aggressive AI push, Gemini’s 750 million MAUs, surging cloud backlog, and heavy but high‑return capex plans as key drivers of confidence in sustained growth and profitability.
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