Longview Partners (Guernsey) Ltd, managed by Marina Lund, significantly reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 698,090 shares. Despite this trim, Alphabet Class A stock has seen substantial growth over the past year, with Wall Street analysts maintaining a Strong Buy rating due to strong Q4 2025 results, re-accelerating Search revenue, and a significant jump in Google Cloud, fueled by aggressive AI development and a surging cloud backlog. TipRanks’ AI Analyst, Spark, also rates GOOGL as “Outperform” due to its financial quality, although it notes weaker technical momentum and a premium valuation.
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Longview Partners trims Alphabet Class A stake by 698K
Longview Partners (Guernsey) Ltd, managed by Marina Lund, significantly reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 698,090 shares. Despite this trim, Alphabet Class A stock has seen substantial growth over the past year, with Wall Street analysts maintaining a Strong Buy rating due to strong Q4 2025 results, re-accelerating Search revenue, and a significant jump in Google Cloud, fueled by aggressive AI development and a surging cloud backlog. TipRanks’ AI Analyst, Spark, also rates GOOGL as “Outperform” due to its financial quality, although it notes weaker technical momentum and a premium valuation.