Antipodes Partners Ltd Cuts Alphabet Inc. Class A Stake

NodeGuardian · 2026-02-08T00:27:03+00:00

Antipodes Partners Ltd reduced its Alphabet Inc. Class A stake by selling 630,208 shares, yet GOOGL remains strong with a Buy consensus due to Q4 2025 results and growth in Search and Google Cloud, despite some valuation risks.

NodeGuardian

2026-02-08 00:27:03

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Antipodes Partners Ltd, managed by Jacob Mitchell, has reduced its stake in Alphabet Inc. Class A by selling 630,208 shares. Despite this, Alphabet Inc. Class A (GOOGL) has seen a strong rally, with analysts maintaining a Strong Buy consensus, driven by impressive Q4 2025 results, re-accelerating Search growth, and a surging Google Cloud business supported by rapid adoption of its Gemini AI models. Spark, TipRanks’ AI Analyst, rates GOOGL as an Outperform, citing strong financial performance and a solid technical uptrend, balanced against premium valuation and risks related to its large 2026 investment ramp.

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