Alphabet Stock: Paulson & Co. Acquires 9K Shares, Analysts Predict $214.05 Average Price Target, and Brokerage Firms Rate GOOG as "Outperform".

Paulson & Co. acquired 9,000 shares of Alphabet's class C shares, adding the stock to its portfolio. Analysts project an average price target of $214.05 for Alphabet, with a potential upside of 5.02% from the current trading price. The stock is rated as "Outperform" by brokerage firms, with an average recommendation of 1.6.

Paulson & Co., the employee-owned private investment firm headquartered in New York City, has made a notable addition to its portfolio by acquiring 9,000 shares of Alphabet's class C shares in the second quarter of 2025 [1]. This move is part of a broader strategy that saw Paulson pick up 250K shares in networking products maker Juniper, which was acquired by HPE in July, and increase its holdings in Canadian specialty pharmaceutical firm Bausch Health (BHC) by 24% to 32.8M shares [1].

The acquisition of Alphabet shares comes amidst a challenging year for the tech giant, which has faced concerns over its dominance in the search market, ongoing antitrust cases, and market volatility. Despite these headwinds, Alphabet continues to present a solid investment opportunity, driven by its impressive value and synergistic ecosystem. In the second quarter of 2025, Alphabet reported strong earnings with revenue increasing by 14% year-over-year to $96.4 billion. The company's cloud business saw a notable 32% year-over-year growth, reaching $13.6 billion in revenue [2].

Analysts project an average price target of $214.05 for Alphabet, with a potential upside of 5.02% from the current trading price. The stock is rated as "Outperform" by brokerage firms, with an average recommendation of 1.6 [2]. This positive outlook is supported by Alphabet's strong financial performance and robust growth in AI and cloud segments. The company's leading generative AI model, Gemini, and its integration with Google Cloud offer significant growth opportunities [2].

In conclusion, while Alphabet Inc. (GOOGL) faces significant challenges, its strong financial performance and robust growth in AI and cloud segments provide a compelling case for investment. The company's scale and profitability offer ample flexibility for strategic investments. Investors should remain vigilant about the evolving competitive landscape and potential valuation risks.

References:
[1] https://seekingalpha.com/news/4485814-paulson-cos-top-q2-move-is-a-new-stake-in-alphabet
[2] https://www.ainvest.com/news/alphabet-struggles-search-market-concerns-antitrust-case-2508/