Bill Ackman Bullish on Alphabet Stock Despite Stake Cut
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Portfolio Restructuring: Bill Ackman's hedge fund reduced its stake in Alphabet (NASDAQ:GOOGL) by approximately 4.33 million shares in Q4 2025, yet retains over 6.84 million shares, reflecting confidence in the company's long-term potential with remaining investments exceeding $2.15 billion.
- AI Leadership: In his February 2026 letter to shareholders, Ackman emphasized Alphabet's global deployment of AI solutions, leveraging its scale in data and infrastructure, with AI Overviews currently reaching over 2 billion people, significantly boosting search engagement and query growth, particularly among younger demographics.
- Cloud Business Growth: Alphabet's cloud division, with a $70 billion sales run-rate and increasing profitability, is viewed as a key growth engine, with Ackman expressing optimism about its future performance, reflecting strong market confidence in the company.
- Analyst Support: As of March 5, 2026, nearly 90% of analysts covering Alphabet maintain a bullish stance, with a consensus price target of $385.00, indicating a 30% upside potential, showcasing positive market expectations for its future performance.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 298.300
Low
255.00
Averages
336.08
High
400.00
Current: 298.300
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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- Surging Market Demand: Nvidia's unprecedented demand for GPUs has significantly boosted the demand for Micron Technology's high-bandwidth memory (HBM), DRAM, and NAND processors, although Micron faces persistent shortages of data center memory chips, which may adversely affect its market performance.
- Competitor Supply: Nvidia's flagship Vera Rubin chip will source HBM4 memory chips from SK Hynix and Samsung Electronics, with SK Hynix expected to supply over 50% of Nvidia's total HBM supply, indicating increased competitive pressure on Micron in the market.
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See More
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- Intensifying Market Competition: Micron, a key supplier to Nvidia, faces competition from SK Hynix and Samsung Electronics, which will be the sole suppliers of HBM4 for Nvidia's new flagship Vera Rubin chip, potentially impacting Micron's market share.
- Sustained Demand Growth: Despite competition, demand for Micron's high-bandwidth memory (HBM), DRAM, and NAND processors remains strong, with an estimated $700 billion in capital expenditures earmarked for AI data centers in 2026, ensuring opportunities for Micron in other memory chip markets.
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See More
