DA Davidson holds Alphabet stock at Neutral, $160 target

Published 25/04/2025, 06:40
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On Friday, DA Davidson maintained a Neutral rating on Alphabet stock (NASDAQ:GOOGL) with a steady price target of $160.00. The decision came after Alphabet’s first-quarter earnings of 2025 surpassed expectations, with the company achieving a robust revenue growth of 13.87% and maintaining a healthy gross margin of 58.2%. Despite the positive results, the firm noted a continued slowdown in growth within the company’s advertising and Google Cloud segments.

Alphabet’s management expressed confidence in their AI-driven strategy to foster growth within its core operations. The company has been focusing on its full-stack AI approach, which includes the TPU Ironwood, advanced models like Gemini 2.5 Pro Experimental, and new features such as AI Overviews in Search. These innovations are expected to drive further adoption and growth. As a prominent player in the Interactive Media & Services industry, according to InvestingPro, Alphabet maintains strong financial health with more cash than debt on its balance sheet.

The tech giant also declared a 5% increase in its annual dividend to shareholders, bringing it to $0.80 per share. In addition to rewarding investors through dividends, Alphabet announced a substantial $70 billion share repurchase program. This buyback plan underscores the company’s commitment to returning value to its shareholders and its belief in the long-term value of its stock. InvestingPro analysis reveals the company’s strong financial position with a current ratio of 1.84, indicating excellent ability to meet short-term obligations.

Alphabet’s earnings report and subsequent announcements indicate that while growth in certain areas may be slowing, the company is actively leveraging its AI technology to create new opportunities for expansion. The increased dividend and share repurchase program are moves that typically signal a company’s confidence in its financial health and future prospects.

Investors and market watchers will likely continue to monitor Alphabet’s performance closely, especially in relation to its AI initiatives and their impact on the company’s growth trajectory. The maintained Neutral rating by DA Davidson reflects a cautious but not pessimistic view of the company’s stock potential moving forward.

In other recent news, Alphabet has been the focus of several analyst reports and company updates. Guggenheim reiterated a Buy rating on Alphabet, maintaining a price target of $190, citing the company’s successful diversification into AI, cloud computing, and other fields despite concerns about advertising spending and regulatory challenges. RBC Capital Markets also maintained an Outperform rating with a $200 price target, highlighting interest in Alphabet’s AI developments and potential operational efficiencies. Meanwhile, Bernstein adjusted its outlook, cutting the price target to $165 from $200, reflecting cautiousness due to uncertainties in advertising and regulatory pressures.

Alphabet is set to report earnings soon, with RBC analysts noting a potential slight miss on demand trends but expressing optimism about margin improvements. In other developments, Google has mandated a return to the office for remote workers at least three days a week, a shift from its previous remote work policy, as part of a broader effort to streamline operations and focus on AI and infrastructure. The company has emphasized the importance of in-person collaboration in driving innovation. Additionally, Alphabet was among the Magnificent Seven stocks affected by U.S.-China tariff uncertainties, contributing to market fluctuations. These recent developments highlight the various factors influencing Alphabet’s current market positioning and investor sentiment.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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