Alphabet (Google) Class C
GOOG
About: Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV, YouTube Music among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform, or GCP, accounts for roughly 10% of Alphabet's revenue with the firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) making up the rest.
Employees: 187,103
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
106% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 119
13% more capital invested
Capital invested by funds: $498B [Q1] → $562B (+$64.1B) [Q2]
9% more call options, than puts
Call options by funds: $11.2B | Put options by funds: $10.3B
1% more funds holding
Funds holding: 4,338 [Q1] → 4,381 (+43) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 654 [Q1] → 655 (+1) [Q2]
0.15% more ownership
Funds ownership: 58.02% [Q1] → 58.17% (+0.15%) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 1,806 | Existing positions reduced: 1,819
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
JP Morgan
Doug Anmuth
|
$260
|
Overweight
Maintained
|
3 Sep 2025 |
Oppenheimer
Jason Helfstein
|
$270
|
Outperform
Reiterated
|
3 Sep 2025 |
B of A Securities
Justin Post
|
$217
|
Buy
Reiterated
|
5 Aug 2025 |
Raymond James
Josh Beck
|
$210
|
Outperform
Reiterated
|
24 Jul 2025 |
Scotiabank
Nat Schindler
|
$240
|
Sector Outperform
Maintained
|
22 Jul 2025 |
UBS
Lloyd Walmsley
|
$192
|
Neutral
Maintained
|
16 Jul 2025 |
Financial journalist opinion
Based on 596 articles about GOOG published over the past 30 days