Blue Grotto Capital Boosts Alphabet Inc. Stake by 87K

Blue Grotto Capital, LLC, managed by Ben Gordon, has significantly increased its stake in Alphabet Inc. Class C (GOOG) by acquiring an additional 87,913 shares. Alphabet Class C stock has seen substantial growth over the past year, with analysts maintaining a “Strong Buy” consensus, despite warnings about increased capital expenditure in 2026. TipRanks’ AI Analyst, Spark, rates GOOG as “Outperform” due to its strong financial performance and technical trend, though tempered by its premium valuation and potential near-term cash flow pressure from large CapEx.

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