Analysts Upgrade Alphabet's Price Target to $370
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy GOOGL?
Source: Benzinga
- Alphabet Rating Upgrade: Cantor Fitzgerald analyst Deepak Mathivanan upgraded Alphabet Inc (NASDAQ:GOOGL) from Neutral to Overweight and raised the price target from $310 to $370, reflecting strong confidence in the company's growth potential, with shares closing at $321.98 on Wednesday.
- Positive Outlook for Omnicell: Keybanc analyst Scott Schoenhaus upgraded Omnicell Inc (NASDAQ:OMCL) from Sector Weight to Overweight and announced a $60 price target, indicating a positive expectation for its market performance, as shares closed at $47.45 on Wednesday.
- Jack Henry Rating Increase: Wolfe Research analyst Darrin Peller upgraded Jack Henry & Associates Inc (NASDAQ:JKHY) from Peer Perform to Outperform and set a price target of $220, demonstrating optimism about its business growth, with shares closing at $185.97 on Wednesday.
- Terreno Realty Slight Price Target Increase: Baird analyst David Rodgers upgraded Terreno Realty Corp (NYSE:TRNO) from Neutral to Outperform and raised the price target from $63 to $64, reflecting cautious optimism about its market performance, with shares closing at $59.10 on Wednesday.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOGL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 338.25 USD with a low forecast of 279.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
27 Buy
7 Hold
0 Sell
Strong Buy
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amazon Shares Drop 6% Post Earnings Report Amid Market Overreaction
- Earnings Performance: Amazon reported Q4 earnings per share (EPS) of $1.95, slightly below the $1.97 expected by analysts, although its revenue of $213.4 billion exceeded the $211.3 billion forecast, indicating strong performance in revenue generation.
- Capital Expenditure Forecast: Amazon's projected capital expenditures for 2026 are set at $200 billion, a significant increase from $132 billion in 2025, which caused negative investor sentiment despite most spending being directed towards the high-demand AWS business.
- AWS Growth Momentum: AWS revenue surged 24% year-over-year in Q4, reaching an annualized revenue run rate of $142 billion, showcasing robust market demand and ongoing growth potential, particularly in AI workloads.
- Advertising Revenue Growth: Amazon's advertising revenue increased by 22% year-over-year in Q4 to $21.3 billion, with sponsored product ads and Prime Video ads significantly contributing to revenue growth, further solidifying its position in the advertising market.
See More
AI Drives Investment Opportunities in AppLovin and Robinhood
- AI Technology Transformation: Analysts widely believe that artificial intelligence will be the most transformative technology of the next decade, with its economic impact expected to rival that of the internet, and its adoption rate significantly outpacing that of the internet, indicating strong market potential.
- AppLovin Investment Outlook: AppLovin's Axon ad engine leverages AI to match advertiser demand with publisher supply, with adjusted earnings expected to grow at 48% annually over the next three years; the current P/E ratio of 51 times appears reasonable, and analysts' target price of $771 per share implies an 89% upside.
- Robinhood Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories through payment for order flow and other revenue streams, with adjusted earnings projected to grow at 20% annually over the next three years; the current P/E ratio of 34 times is sensible, and analysts' target price of $152 per share suggests an 81% upside.
- AI Tool Innovation: Robinhood's AI investment tool, Cortex, provides real-time data analysis for Gold subscribers, helping users understand stock price movements, with the CEO stating the goal is to offer users a world-class financial team, further enhancing its appeal among younger investors.
See More
AI Revolutionizes Advertising Industry with Major Stock Upside Potential
- AppLovin AI Engine: AppLovin's AI recommendation engine, powered by Axon technology, enables advertisers to target campaigns effectively, with adjusted earnings expected to grow at 48% annually over the next three years, making the current 51 times earnings valuation appear reasonable and highlighting its strong growth potential in the advertising market.
- Return on Ad Spend: AppLovin delivers a 45% higher return on ad spend (ROAS) than Meta and a 115% higher ROAS than platforms like YouTube and TikTok, indicating the effectiveness of its advertising technology and solidifying its leadership position in the rapidly evolving digital advertising space.
- Robinhood AI Tool: Robinhood's AI investment tool, Cortex, leverages real-time data and analysis to assist users in making informed investment decisions, with adjusted earnings projected to grow at 20% annually over the next three years, showcasing its strong appeal among younger investors.
- Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories, particularly among millennials and Gen Z, boasting twice the customer base of its closest competitor, which is expected to further drive revenue growth and enhance its market position.
See More
Analysis of Microsoft and Alphabet's Cloud Computing Competition
- Significant Investment Returns: Microsoft's investment in OpenAI has resulted in a 17% revenue increase and a 60% earnings per share (EPS) growth in its latest earnings report, indicating that its strategic positioning in AI is yielding positive results.
- Cloud Market Performance: Microsoft Azure's revenue grew by 39% year-over-year in Q2 FY 2026, showcasing strong performance; however, Google Cloud outperformed with a 48% revenue growth in Q4, highlighting its competitive edge in market share.
- AI Model Development Strategy: Microsoft opted to invest in OpenAI rather than develop its own generative AI models, allowing it to offer a diverse range of AI solutions, while Alphabet's development of the Gemini model has granted it greater market control, despite the higher costs incurred by the latter.
- Valuation Discrepancies Impact Investment Decisions: Following a sell-off after its Q2 earnings announcement, Microsoft's valuation is significantly lower than Alphabet's, making it a more attractive investment option in the current market environment, even though both companies exhibit relatively similar business performance.
See More
TotalEnergies Signs Solar Agreements with Google
- Long-term Agreements: French energy group TotalEnergies has signed two long-term agreements to deliver 1 gigawatt of solar power to Google's data centers in Texas, showcasing a deep collaboration in renewable energy between the two companies.
- Project Construction Plans: The solar plants will be located in Wichita and Mustang Creek, with construction set to begin in the second quarter of this year, marking TotalEnergies' further expansion into the U.S. market.
- Renewable Energy Strategy: By partnering with Google, TotalEnergies not only strengthens its market position in the clean energy sector but also advances its global renewable energy investment strategy, contributing to sustainable development goals.
- Market Impact: This initiative is expected to provide TotalEnergies with a stable long-term revenue stream while offering Google sustainable power solutions for its data centers, aligning with its carbon neutrality objectives.
See More
Analysis of AI Competition Between Microsoft and Alphabet
- Microsoft's Investment Strategy: By holding a 27% stake in OpenAI, Microsoft, while lacking its own generative AI model, offers a variety of generative AI models through Azure Foundry, positioning itself as an AI facilitator, which reduces development costs and enhances market competitiveness.
- Alphabet's Proactive Development: Alphabet's Gemini model has emerged as an industry leader, leveraging deep insights into user data to provide more personalized AI services; despite the substantial resources spent on development, the increase in market value indicates the potential returns of this investment.
- Financial Performance Comparison: In their latest earnings reports, Microsoft reported a 17% year-over-year revenue increase and a 60% rise in earnings per share, while Alphabet's revenue grew by 18% and EPS by 31%, showing comparable performance, but Google Cloud's 48% growth rate highlights its strong position in the cloud computing market.
- Valuation Discrepancy: Following a sell-off after its Q2 earnings report, Microsoft is now significantly cheaper than Alphabet, and despite similar business performances, Microsoft's lower valuation makes it a more attractive investment option at present, reflecting market optimism about future AI growth.
See More
Amazon Shares Drop 6% Post Earnings Report Amid Market Overreaction
- Earnings Performance: Amazon reported Q4 earnings per share (EPS) of $1.95, slightly below the $1.97 expected by analysts, although its revenue of $213.4 billion exceeded the $211.3 billion forecast, indicating strong performance in revenue generation.
- Capital Expenditure Forecast: Amazon's projected capital expenditures for 2026 are set at $200 billion, a significant increase from $132 billion in 2025, which caused negative investor sentiment despite most spending being directed towards the high-demand AWS business.
- AWS Growth Momentum: AWS revenue surged 24% year-over-year in Q4, reaching an annualized revenue run rate of $142 billion, showcasing robust market demand and ongoing growth potential, particularly in AI workloads.
- Advertising Revenue Growth: Amazon's advertising revenue increased by 22% year-over-year in Q4 to $21.3 billion, with sponsored product ads and Prime Video ads significantly contributing to revenue growth, further solidifying its position in the advertising market.
See More
AI Drives Investment Opportunities in AppLovin and Robinhood
- AI Technology Transformation: Analysts widely believe that artificial intelligence will be the most transformative technology of the next decade, with its economic impact expected to rival that of the internet, and its adoption rate significantly outpacing that of the internet, indicating strong market potential.
- AppLovin Investment Outlook: AppLovin's Axon ad engine leverages AI to match advertiser demand with publisher supply, with adjusted earnings expected to grow at 48% annually over the next three years; the current P/E ratio of 51 times appears reasonable, and analysts' target price of $771 per share implies an 89% upside.
- Robinhood Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories through payment for order flow and other revenue streams, with adjusted earnings projected to grow at 20% annually over the next three years; the current P/E ratio of 34 times is sensible, and analysts' target price of $152 per share suggests an 81% upside.
- AI Tool Innovation: Robinhood's AI investment tool, Cortex, provides real-time data analysis for Gold subscribers, helping users understand stock price movements, with the CEO stating the goal is to offer users a world-class financial team, further enhancing its appeal among younger investors.
See More
AI Revolutionizes Advertising Industry with Major Stock Upside Potential
- AppLovin AI Engine: AppLovin's AI recommendation engine, powered by Axon technology, enables advertisers to target campaigns effectively, with adjusted earnings expected to grow at 48% annually over the next three years, making the current 51 times earnings valuation appear reasonable and highlighting its strong growth potential in the advertising market.
- Return on Ad Spend: AppLovin delivers a 45% higher return on ad spend (ROAS) than Meta and a 115% higher ROAS than platforms like YouTube and TikTok, indicating the effectiveness of its advertising technology and solidifying its leadership position in the rapidly evolving digital advertising space.
- Robinhood AI Tool: Robinhood's AI investment tool, Cortex, leverages real-time data and analysis to assist users in making informed investment decisions, with adjusted earnings projected to grow at 20% annually over the next three years, showcasing its strong appeal among younger investors.
- Market Share Growth: Robinhood is gaining market share across multiple brokerage service categories, particularly among millennials and Gen Z, boasting twice the customer base of its closest competitor, which is expected to further drive revenue growth and enhance its market position.
See More
Analysis of Microsoft and Alphabet's Cloud Computing Competition
- Significant Investment Returns: Microsoft's investment in OpenAI has resulted in a 17% revenue increase and a 60% earnings per share (EPS) growth in its latest earnings report, indicating that its strategic positioning in AI is yielding positive results.
- Cloud Market Performance: Microsoft Azure's revenue grew by 39% year-over-year in Q2 FY 2026, showcasing strong performance; however, Google Cloud outperformed with a 48% revenue growth in Q4, highlighting its competitive edge in market share.
- AI Model Development Strategy: Microsoft opted to invest in OpenAI rather than develop its own generative AI models, allowing it to offer a diverse range of AI solutions, while Alphabet's development of the Gemini model has granted it greater market control, despite the higher costs incurred by the latter.
- Valuation Discrepancies Impact Investment Decisions: Following a sell-off after its Q2 earnings announcement, Microsoft's valuation is significantly lower than Alphabet's, making it a more attractive investment option in the current market environment, even though both companies exhibit relatively similar business performance.
See More
TotalEnergies Signs Solar Agreements with Google
- Long-term Agreements: French energy group TotalEnergies has signed two long-term agreements to deliver 1 gigawatt of solar power to Google's data centers in Texas, showcasing a deep collaboration in renewable energy between the two companies.
- Project Construction Plans: The solar plants will be located in Wichita and Mustang Creek, with construction set to begin in the second quarter of this year, marking TotalEnergies' further expansion into the U.S. market.
- Renewable Energy Strategy: By partnering with Google, TotalEnergies not only strengthens its market position in the clean energy sector but also advances its global renewable energy investment strategy, contributing to sustainable development goals.
- Market Impact: This initiative is expected to provide TotalEnergies with a stable long-term revenue stream while offering Google sustainable power solutions for its data centers, aligning with its carbon neutrality objectives.
See More
Analysis of AI Competition Between Microsoft and Alphabet
- Microsoft's Investment Strategy: By holding a 27% stake in OpenAI, Microsoft, while lacking its own generative AI model, offers a variety of generative AI models through Azure Foundry, positioning itself as an AI facilitator, which reduces development costs and enhances market competitiveness.
- Alphabet's Proactive Development: Alphabet's Gemini model has emerged as an industry leader, leveraging deep insights into user data to provide more personalized AI services; despite the substantial resources spent on development, the increase in market value indicates the potential returns of this investment.
- Financial Performance Comparison: In their latest earnings reports, Microsoft reported a 17% year-over-year revenue increase and a 60% rise in earnings per share, while Alphabet's revenue grew by 18% and EPS by 31%, showing comparable performance, but Google Cloud's 48% growth rate highlights its strong position in the cloud computing market.
- Valuation Discrepancy: Following a sell-off after its Q2 earnings report, Microsoft is now significantly cheaper than Alphabet, and despite similar business performances, Microsoft's lower valuation makes it a more attractive investment option at present, reflecting market optimism about future AI growth.
See More
