Alphabet Inc. (GOOGL) Analysts Update Coverage

Alphabet Inc. (GOOGL) Roth MKM Reiterates "Buy" Rating

Alphabet/Google Inc. (GOOGL)

Arete Research raised its price target on Alphabet from $300 to $380 and maintained a Buy rating, reflecting accelerating adoption of Google’s AI tools across both consumer products and enterprise solutions. Arete highlighted that Google’s rapid integration of Gemini models into Search, Workspace, and Android is strengthening the company’s competitive position in the broader AI ecosystem. Analysts also pointed to stabilizing digital advertising trends and improving YouTube monetization, particularly driven by Shorts and connected-TV advertising, as key contributors to Alphabet’s earnings trajectory, and that the market continues to underestimate the long-term monetization potential of Google Cloud in AI-heavy workloads.

HSBC Securities raised its price target from $335 to $370 while also reiterating a Buy rating, noting  Alphabet’s diversified business model, combined with strong balance sheet flexibility, positions the company well for sustained investment in AI infrastructure and product innovation. Analysts highlight Google Cloud’s profitability improvements, expanding enterprise partnerships, and growing demand for custom AI models which should support margin expansion over the next several years.  Google also has immense strength in the Search sector, where early AI-enabled enhancements appear to be boosting user engagement without disrupting ad performance.

Overall, the upward revisions suggest that analysts see Alphabet entering a period of renewed growth, supported by AI-driven product upgrades, improved execution in cloud, and a resilient advertising engine that continues to outperform expectations.

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