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Tweedy Browne CO LLC, managed by Tweedy Browne, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 34,406 shares.
Recent Updates on Alphabet Inc. Class A stock
In recent weeks, Alphabet Inc. Class A (GOOGL) shares have extended a strong rally, generally rising about 1–6% over the past week, 7–9% over the past month, and roughly 66–78% over the last year, with the stock trading in the low-to-mid $330s and well above its 2025 levels. Wall Street sentiment is firmly bullish, with a StrongBuy consensus and rising 12‑month average price targets in the mid‑$340s to mid‑$350s, all below Bank of America analyst Justin Post’s reiterated $370 target, which he has reaffirmed multiple times in January–February 2026. Post expects an “upside” Q4, forecasting revenue of about $95.9 billion and EPS of $2.65, modestly ahead of Street estimates, driven by faster‑than‑expected growth in core search and YouTube ads amid a healthy digital ad backdrop. He emphasizes Alphabet’s AI leadership—its Gemini models, custom TPUs, massive consumer reach through Search, and growing Cloud and Workspace adoption—as key drivers of both near‑term upside and longer‑term multiple support, and he has lifted his 2026 capex estimate to around $139–140 billion to reflect aggressive AI and cloud build‑out. While he cites risks such as elevated valuation, heavy AI and cloud spending, rising competition in search and AI, and potential margin pressure or one‑off costs, Post continues to view Alphabet as one of the best public‑market vehicles for AI exposure, with AI‑native search formats, Agentic AI opportunities, and differentiated cloud offerings potentially supporting further gains through 2026 and beyond.
Spark’s Take on GOOGL Stock
According to Spark, TipRanks’ AI Analyst, GOOGL is a Outperform.
Alphabet’s strong financial performance and positive earnings call are the most significant factors driving the stock score. Technical analysis supports a bullish outlook, though valuation concerns slightly temper the overall score. Strategic investments in AI and cloud services position Alphabet well for future growth, despite some cost-related challenges.
To see Spark’s full report on GOOGL stock, click here.
More about Alphabet Inc. Class A
YTD Price Performance: 8.53%
Average Trading Volume: 35,466,503
Current Market Cap: $4153.8B