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Bill Ackman Bullish on Alphabet Inc. (GOOGL) Despite Massive Cut in Stake

Alphabet Inc. (NASDAQ:GOOGL) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 13.83% of the total portfolio (including both Class A and C shares).

While keeping a sizable holding in Alphabet Inc. (NASDAQ:GOOGL), Bill Ackman’s hedge fund reduced its exposure to the digital giant.

Ackman sold about 4.33 million shares of the company during the fourth quarter of 2025, leaving him with over 6.84 million shares (both classes of shares included) by the end of the quarter. The fund’s ongoing faith in the company’s long-term potential is evident from its remaining investment of over $2.15 billion.

In his Letter to Shareholders from February 2026, Ackman cited Alphabet Inc. (NASDAQ:GOOGL)’s growing leadership in AI as a key growth driver. He emphasized how Google is deploying AI solutions worldwide by utilizing its scale in data, infrastructure, and distribution. He highlighted AI Overviews as a prime example, which currently reaches over two billion people in 200 countries, boosting search engagement and query growth, especially among younger groups.

Alphabet Inc. (NASDAQ:GOOGL)’s AI innovation pipeline, which includes work from its research arm Google DeepMind, was highlighted by Ackman, who remains confident in the integration of Gemini models into the larger Google ecosystem. With a $70 billion sales run-rate and growing profitability, the company’s cloud division is another key growth engine, according to the firm.

Analyst sentiment remains strong as of March 5, 2026, mirroring the fund’s expectations. While no significant insider trading activity has been disclosed recently, Alphabet Inc. (NASDAQ:GOOGL) enjoys a bullish stance of nearly 90% of covering analysts, with a consensus price target of $385.00, suggesting a 30% upside.

Alphabet Inc. (NASDAQ:GOOGL) operates as a technology holding company that runs Google Services, Google Cloud, and Other Bets. Its ecosystem comprises Search, YouTube, Android, and Maps, and it offers digital advertising, cloud infrastructure, and new technology solutions worldwide.

While we acknowledge the potential of GOOGL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOGL and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts and 7 Most Volatile Stocks Under $5 for Day Trading.

Disclosure: None.  Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

Get the ticker for our new “Underdog” pick and the full BTI case study for just 99 cents.

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