Equities Analysts Set Expectations for Alphabet Q3 Earnings

Key Points

• Roth Capital has raised its Q3 2025 EPS estimate for Alphabet to $2.34 per share, up from a previous estimate of $2.30, while also maintaining a "Buy" rating and a price target of $210.00.
• Alphabet's recent earnings report showed a significant earnings per share of $2.81, surpassing analysts' expectations of $2.02, despite revenue of $76.49 billion falling short of the estimated $89.30 billion.
• The company announced a quarterly dividend of $0.21 per share, with an annualized dividend yield of 0.43%, to be paid on September 15th.

Alphabet Inc. (NASDAQ:GOOGL - Free Report) - Roth Capital upped their Q3 2025 earnings per share estimates for shares of Alphabet in a research report issued to clients and investors on Thursday, July 24th. Roth Capital analyst R. Kulkarni now forecasts that the information services provider will post earnings per share of $2.34 for the quarter, up from their previous estimate of $2.30. Roth Capital currently has a "Buy" rating and a $210.00 target price on the stock. The consensus estimate for Alphabet's current full-year earnings is $8.90 per share. Roth Capital also issued estimates for Alphabet's Q4 2025 earnings at $2.42 EPS, FY2025 earnings at $9.89 EPS, Q1 2026 earnings at $2.36 EPS, Q2 2026 earnings at $2.51 EPS, Q3 2026 earnings at $2.65 EPS, Q4 2026 earnings at $3.01 EPS and FY2026 earnings at $10.52 EPS.

A number of other research analysts have also issued reports on GOOGL. Westpark Capital boosted their target price on Alphabet from $210.00 to $220.00 and gave the company a "buy" rating in a report on Thursday. UBS Group lifted their price target on Alphabet from $192.00 to $202.00 and gave the company a "neutral" rating in a research note on Thursday. Citizens Jmp upgraded Alphabet from a "market perform" rating to an "outperform" rating and set a $220.00 target price on the stock in a research report on Friday, June 27th. KeyCorp upped their price objective on Alphabet from $215.00 to $230.00 and gave the company an "overweight" rating in a research report on Thursday. Finally, Wells Fargo & Company upped their price objective on Alphabet from $177.00 to $184.00 and gave the company an "equal weight" rating in a research report on Thursday. Ten research analysts have rated the stock with a hold rating, twenty-nine have issued a buy rating and four have assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $211.32.

Alphabet Stock Performance

GOOGL traded up $1.01 during trading on Friday, hitting $193.18. 39,738,342 shares of the stock were exchanged, compared to its average volume of 41,427,228. The firm has a market capitalization of $2.34 trillion, a P/E ratio of 20.57, a PEG ratio of 1.33 and a beta of 1.00. Alphabet has a 1-year low of $140.53 and a 1-year high of $207.05. The stock has a fifty day moving average price of $175.77 and a two-hundred day moving average price of $172.93. The company has a quick ratio of 1.77, a current ratio of 1.90 and a debt-to-equity ratio of 0.07.

Alphabet (NASDAQ:GOOGL - Get Free Report) last released its quarterly earnings results on Thursday, April 24th. The information services provider reported $2.81 EPS for the quarter, topping the consensus estimate of $2.02 by $0.79. The company had revenue of $76.49 billion for the quarter, compared to analyst estimates of $89.30 billion. Alphabet had a return on equity of 34.31% and a net margin of 31.12%. During the same quarter in the previous year, the company posted $1.89 earnings per share.

Alphabet Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Monday, September 8th will be paid a $0.21 dividend. The ex-dividend date of this dividend is Monday, September 8th. This represents a $0.84 dividend on an annualized basis and a yield of 0.43%. Alphabet's dividend payout ratio (DPR) is currently 8.95%.

Insider Transactions at Alphabet

In other Alphabet news, Director Kavitark Ram Shriram sold 18,566 shares of the business's stock in a transaction dated Friday, July 18th. The stock was sold at an average price of $185.76, for a total value of $3,448,820.16. Following the completion of the sale, the director owned 243,400 shares of the company's stock, valued at $45,213,984. The trade was a 7.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the business's stock in a transaction dated Wednesday, July 2nd. The stock was sold at an average price of $178.52, for a total value of $5,801,900.00. Following the completion of the sale, the chief executive officer directly owned 2,559,892 shares of the company's stock, valued at $456,991,919.84. This represents a 1.25% decrease in their position. The disclosure for this sale can be found here. Insiders sold 249,409 shares of company stock worth $43,523,710 in the last 90 days. Corporate insiders own 11.64% of the company's stock.

Hedge Funds Weigh In On Alphabet

Large investors have recently made changes to their positions in the business. Kellett Wealth Advisors LLC raised its holdings in Alphabet by 17.3% in the 2nd quarter. Kellett Wealth Advisors LLC now owns 4,219 shares of the information services provider's stock valued at $744,000 after acquiring an additional 621 shares in the last quarter. Community Bank N.A. raised its holdings in Alphabet by 2.4% in the 2nd quarter. Community Bank N.A. now owns 49,298 shares of the information services provider's stock valued at $8,688,000 after acquiring an additional 1,146 shares in the last quarter. Heartland Bank & Trust Co raised its holdings in Alphabet by 0.4% in the 2nd quarter. Heartland Bank & Trust Co now owns 45,267 shares of the information services provider's stock valued at $7,977,000 after acquiring an additional 184 shares in the last quarter. NorthRock Partners LLC raised its holdings in Alphabet by 7.9% in the 2nd quarter. NorthRock Partners LLC now owns 128,956 shares of the information services provider's stock valued at $22,726,000 after acquiring an additional 9,393 shares in the last quarter. Finally, Verdence Capital Advisors LLC raised its holdings in Alphabet by 3.0% in the 2nd quarter. Verdence Capital Advisors LLC now owns 76,579 shares of the information services provider's stock valued at $13,495,000 after acquiring an additional 2,244 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company's stock.

Alphabet Company Profile

Alphabet Inc offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.