Alphabet Inc. (GOOGL) (GOOG)
Alphabet Inc. has seen a fresh wave of analyst updates following recent earnings and evolving visibility into advertising trends, cloud growth, and AI monetization initiatives. Several firms raised price targets, citing improved confidence in digital ad stabilization, continued strength in Google Cloud, and expanding artificial intelligence integration across search and enterprise products. While valuation multiples remain a point of debate amid broader mega-cap scrutiny, the tone of recent revisions suggests growing conviction in Alphabet’s ability to sustain revenue growth and margin resilience through 2026:
Arete Research: Raised its price target to $405.00 from $380.00, maintaining a Buy rating, reflecting increased confidence in revenue durability and accelerating AI-driven monetization. The higher target likely incorporates stronger advertising stabilization trends, expanding cloud margins, and improved forward earnings visibility, supporting both EPS upgrades and modest multiple expansion.
Daiwa Securities Group: Increased its price target to $380.00 from $333.00, reiterating a Buy rating, suggesting upward revisions to growth assumptions. Analysts factored in sustained digital advertising momentum, operating leverage within cloud infrastructure, and incremental contribution from AI-enabled product enhancements.
JPMorgan Chase & Co.: Reiterated its Buy rating, signaling continued conviction in long-term earnings power and competitive positioning. The firm likely remains positive on free cash flow generation, capital return flexibility, and the scalability of AI investments despite elevated near-term capital expenditures.
New Street Research: Boosted its price target to $380.00 from $330.00, maintaining a Buy rating, reflecting stronger confidence in revenue acceleration and margin trajectory. The revision likely incorporates improving ad demand trends and enhanced monetization across YouTube and search products.
President Capital: Raised its price target to $375.00 from $323.00, maintaining a Buy rating, pointing to improving earnings visibility and structural growth drivers. The firm’s outlook likely emphasizes AI integration across core platforms and sustained demand across both consumer and enterprise segments.
STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
