Roth Capital Has Positive Estimate for Alphabet Q3 Earnings

Key Points

• Roth Capital has raised its Q3 2025 earnings estimate for Alphabet to $2.34 per share, maintaining a "Buy" rating on the stock, with a full-year earnings consensus of $8.89 per share.
• Alphabet's reported earnings of $2.31 per share exceeded analysts' expectations of $2.12, with revenue reaching $96.43 billion for the quarter, up 13.8% year-over-year.
• The company announced a $0.21 quarterly dividend payable on September 15, reflecting an annualized yield of 0.43% and a payout ratio of 8.95%.

Alphabet Inc. (NASDAQ:GOOG - Free Report) - Equities research analysts at Roth Capital lifted their Q3 2025 EPS estimates for Alphabet in a report released on Thursday, July 24th. Roth Capital analyst R. Kulkarni now anticipates that the information services provider will earn $2.34 per share for the quarter, up from their prior estimate of $2.30. Roth Capital has a "Buy" rating on the stock. The consensus estimate for Alphabet's current full-year earnings is $8.89 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 firms have also recently issued reports on GOOG. Tigress Financial reissued a "strong-buy" rating on shares of Alphabet in a research report on Friday, May 2nd. Lake Street Capital restated a "buy" rating on shares of Alphabet in a report on Wednesday, July 9th. Rosenblatt Securities upgraded shares of Alphabet from a "hold" rating to a "strong-buy" rating in a report on Friday, April 25th. The Goldman Sachs Group restated a "buy" rating and issued a $220.00 target price on shares of Alphabet in a report on Monday, June 2nd. Finally, Cantor Fitzgerald restated a "neutral" rating and issued a $171.00 target price on shares of Alphabet in a report on Friday, April 25th. Three analysts have rated the stock with a sell rating, six have given a hold rating, seventeen have issued a buy rating and five have assigned a strong buy rating to the stock. According to MarketBeat, Alphabet currently has a consensus rating of "Moderate Buy" and an average price target of $215.19.

Alphabet Stock Down 0.6%

Shares of GOOG stock traded down $1.25 on Friday, reaching $192.84. 13,919,980 shares of the company were exchanged, compared to its average volume of 24,212,100. The company has a market cap of $2.34 trillion, a price-to-earnings ratio of 20.52, a PEG ratio of 1.31 and a beta of 1.01. The company has a 50-day moving average of $176.86 and a 200-day moving average of $174.38. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.90 and a quick ratio of 1.90. Alphabet has a one year low of $142.66 and a one year high of $208.70.

Alphabet (NASDAQ:GOOG - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The information services provider reported $2.31 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.12 by $0.19. The company had revenue of $96.43 billion for the quarter, compared to analysts' expectations of $93.67 billion. Alphabet had a net margin of 31.12% and a return on equity of 34.31%. The business's revenue was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.89 EPS.

Alphabet Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Investors 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 0.44%. Alphabet's dividend payout ratio is 8.95%.

Insider Buying and Selling

In other news, CEO Sundar Pichai sold 32,500 shares of the business's stock in a transaction on Wednesday, July 2nd. The shares were sold at an average price of $178.52, for a total transaction of $5,801,900.00. Following the completion of the transaction, the chief executive officer directly owned 2,559,892 shares in the company, valued at $456,991,919.84. The trade was a 1.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Kavitark Ram Shriram sold 18,566 shares of the business's stock in a transaction on Friday, July 18th. The shares were sold at an average price of $185.76, for a total transaction of $3,448,820.16. Following the transaction, the director owned 243,400 shares of the company's stock, valued at $45,213,984. This trade represents a 7.09% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 249,409 shares of company stock valued at $43,523,710 over the last quarter. 12.99% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in GOOG. Principia Wealth Advisory LLC grew its position in shares of Alphabet by 111.8% during the 1st quarter. Principia Wealth Advisory LLC now owns 161 shares of the information services provider's stock valued at $26,000 after purchasing an additional 85 shares in the last quarter. MorganRosel Wealth Management LLC bought a new stake in shares of Alphabet during the 1st quarter worth $26,000. LSV Asset Management bought a new stake in shares of Alphabet during the 4th quarter worth $27,000. IFS Advisors LLC lifted its holdings in shares of Alphabet by 400.0% during the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock worth $27,000 after acquiring an additional 120 shares during the last quarter. Finally, Robbins Farley lifted its holdings in shares of Alphabet by 60.0% during the 2nd quarter. Robbins Farley now owns 160 shares of the information services provider's stock worth $28,000 after acquiring an additional 60 shares during the last quarter. 27.26% of the stock is currently owned by hedge funds and other institutional investors.

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.