Tuesday's Leading Wall Street Analyst Recommendations: Alphabet, Amazon, Deckers Outdoors, DraftKings, Microsoft, Qualys, Zscaler, and More
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy GOOG?
Source: Yahoo Finance
Market Overview: Stocks began the week lower, primarily driven by technology sector declines, with notable mixed performance among the Magnificent 7 stocks. Alphabet Inc. saw a boost after Berkshire Hathaway's significant investment.
Economic Data Anticipation: Traders are awaiting the delayed September job numbers, which are crucial for market sentiment and Federal Reserve decisions, as the government shutdown postponed their release.
Commodity and Cryptocurrency Trends: The energy sector faced declines, with oil prices dropping amid oversupply concerns, while gold and cryptocurrencies also fell due to reduced confidence in potential interest rate cuts by the Federal Reserve.
Analyst Ratings Updates: Several stocks received upgrades and downgrades from analysts, including Alphabet Inc. being upgraded to Buy and Amazon.com Inc. downgraded to Neutral, reflecting shifting market sentiments and expectations.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 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.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 323.100
Low
255.00
Averages
336.08
High
400.00
Current: 323.100
Low
255.00
Averages
336.08
High
400.00
About GOOG
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.
Google Cloud Revenue Soars 48%, Analyzing AI Stock Investment Prospects
- Earnings Beat: Alphabet's Q4 2025 results exceeded Wall Street estimates with a 2.4% revenue surprise and a 6.8% earnings outperformance, reflecting strong financial performance despite a 6.5% stock drop post-report.
- Cloud Business Surge: Google Cloud's sales surged 48% year-over-year to $17.7 billion, representing 15.5% of Alphabet's total revenue, while operating income soared 154% to $5.3 billion, indicating robust growth potential in the AI sector.
- Market Reaction Analysis: Although Alphabet lost approximately $250 billion in market value over three days due to concerns over massive AI infrastructure spending, it remains the top performer among the
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YouTube Launches Flexible New Subscription Plans
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- Entertainment Plan Pricing: The Entertainment Plan is priced at $54.99 per month for the first three months, dropping to $44.99 afterward, offering channels like Comedy Central and HGTV, designed to cater to diverse family viewing preferences.
- Comprehensive Plan Release: The News + Entertainment + Family Plan costs $59.99 per month for new users in the first three months, increasing to $69.99, aiming to attract a broader audience by integrating various content types and enhancing market competitiveness.
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- Shopping Assistant Expansion: Google is accelerating efforts to transform Gemini into a full-fledged shopping assistant, allowing users to search for products, receive recommendations, and complete purchases within the chatbot, with a U.S. launch planned followed by international expansion.
- Personalized Recommendation Mechanism: When users ask Gemini for product suggestions, such as for winter ski gear, the chatbot pulls items from participating retailers' inventories, and customers linking their Google and Walmart accounts may receive personalized recommendations based on past purchases.
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- Significant Revenue Growth: Dynatrace reported an 18% year-over-year revenue increase to $515 million in its fiscal Q3 2026, demonstrating strong performance in the enterprise market and solidifying its position in the AI-driven observability platform sector.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) jumped 20% to nearly $2 billion, indicating a sustained demand for its AI analytics and automation solutions, which enhances the long-term revenue stability of the business.
- Upgraded Earnings Forecast: Management raised its full-year adjusted earnings per share guidance to $1.67 to $1.69, up from a prior forecast of $1.62 to $1.64, reflecting confidence in future performance and boosting investor sentiment.
- Share Repurchase Program Announced: Dynatrace unveiled a new $1 billion share repurchase program, signaling its commitment to creating long-term value for shareholders while leveraging strong cash flow to support sustainable growth initiatives.
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- Strong Financial Performance: Dynatrace reported an 18% year-over-year revenue increase to $515 million in its fiscal 2026 third quarter, indicating robust demand for its AI-powered observability platform and solidifying its market position.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) jumped 20% to nearly $2 billion, demonstrating success in attracting customers and expanding market share, particularly in cloud computing and AI integration.
- Shareholder Return Initiative: Dynatrace announced a new $1 billion share repurchase program, reflecting its strong cash flow and financial health, aimed at boosting shareholder confidence while investing for long-term growth.
- Upward Earnings Guidance: The company raised its full-year adjusted earnings per share forecast to $1.67 to $1.69, exceeding market expectations, which further enhances investor sentiment and confidence in future performance.
See More
Trump Administration Considers New Tariffs on Semiconductors
- Tariff Policy Shift: The Trump administration is reportedly considering new tariffs on imported semiconductors while simultaneously crafting exemptions for large tech companies to support their AI expansion, indicating a balance between promoting domestic manufacturing and protecting the tech sector.
- TSMC Investment Commitment: Taiwan Semiconductor Manufacturing Company (TSMC) has pledged to invest $165 billion to expand its manufacturing capabilities in the U.S., which is part of the tariff exemption framework and could help the U.S. reduce reliance on foreign chip production while enhancing its competitiveness in the global semiconductor market.
- Trade Agreement Impact: Under a U.S.-Taiwan trade agreement, Taiwanese firms building semiconductor plants in the U.S. would be allowed to import chips tariff-free in proportion to their planned domestic capacity, enabling TSMC to pass these exemptions on to its U.S. customers, thereby lowering operational costs.
- Ongoing Policy Review: While the exemptions provide some relief, administration officials stress that the plan is still evolving to ensure it does not become a
See More
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- Earnings Beat: Alphabet's Q4 2025 results exceeded Wall Street estimates with a 2.4% revenue surprise and a 6.8% earnings outperformance, reflecting strong financial performance despite a 6.5% stock drop post-report.
- Cloud Business Surge: Google Cloud's sales surged 48% year-over-year to $17.7 billion, representing 15.5% of Alphabet's total revenue, while operating income soared 154% to $5.3 billion, indicating robust growth potential in the AI sector.
- Market Reaction Analysis: Although Alphabet lost approximately $250 billion in market value over three days due to concerns over massive AI infrastructure spending, it remains the top performer among the
See More
YouTube Launches Flexible New Subscription Plans
- Sports Plan Launch: YouTube's Sports Plan starts at $54.99 per month for new subscribers in the first year, providing access to major sports networks like FS1, NBC Sports Network, and ESPN, aimed at attracting sports enthusiasts and enhancing user retention.
- Entertainment Plan Pricing: The Entertainment Plan is priced at $54.99 per month for the first three months, dropping to $44.99 afterward, offering channels like Comedy Central and HGTV, designed to cater to diverse family viewing preferences.
- Comprehensive Plan Release: The News + Entertainment + Family Plan costs $59.99 per month for new users in the first three months, increasing to $69.99, aiming to attract a broader audience by integrating various content types and enhancing market competitiveness.
- Main Plan Cost: YouTube's main TV plan is priced at $82.99 per month, including over 100 networks, providing a rich content selection that aims to enhance user experience and drive subscription growth through a diverse programming mix.
See More
Warren Accuses Google of Manipulating Consumer Behavior
- Privacy and Manipulation Concerns: Senator Warren accused Google of blurring the line between helpful recommendations and consumer manipulation by embedding instant checkout into its Gemini AI chatbot, potentially violating consumer privacy and encouraging higher spending.
- Shopping Assistant Expansion: Google is accelerating efforts to transform Gemini into a full-fledged shopping assistant, allowing users to search for products, receive recommendations, and complete purchases within the chatbot, with a U.S. launch planned followed by international expansion.
- Personalized Recommendation Mechanism: When users ask Gemini for product suggestions, such as for winter ski gear, the chatbot pulls items from participating retailers' inventories, and customers linking their Google and Walmart accounts may receive personalized recommendations based on past purchases.
- Stock Price Fluctuations: Alphabet Class A shares fell 0.018% in after-hours trading, while Class C shares dropped 0.083%, indicating market caution despite GOOGL showing stronger price trends across short, medium, and long-term metrics but carrying a weak value ranking.
See More
Dynatrace Reports Strong Earnings, Shares Rise 7.52%
- Significant Revenue Growth: Dynatrace reported an 18% year-over-year revenue increase to $515 million in its fiscal Q3 2026, demonstrating strong performance in the enterprise market and solidifying its position in the AI-driven observability platform sector.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) jumped 20% to nearly $2 billion, indicating a sustained demand for its AI analytics and automation solutions, which enhances the long-term revenue stability of the business.
- Upgraded Earnings Forecast: Management raised its full-year adjusted earnings per share guidance to $1.67 to $1.69, up from a prior forecast of $1.62 to $1.64, reflecting confidence in future performance and boosting investor sentiment.
- Share Repurchase Program Announced: Dynatrace unveiled a new $1 billion share repurchase program, signaling its commitment to creating long-term value for shareholders while leveraging strong cash flow to support sustainable growth initiatives.
See More
Dynatrace Reports Strong Earnings and Stock Surge
- Strong Financial Performance: Dynatrace reported an 18% year-over-year revenue increase to $515 million in its fiscal 2026 third quarter, indicating robust demand for its AI-powered observability platform and solidifying its market position.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) jumped 20% to nearly $2 billion, demonstrating success in attracting customers and expanding market share, particularly in cloud computing and AI integration.
- Shareholder Return Initiative: Dynatrace announced a new $1 billion share repurchase program, reflecting its strong cash flow and financial health, aimed at boosting shareholder confidence while investing for long-term growth.
- Upward Earnings Guidance: The company raised its full-year adjusted earnings per share forecast to $1.67 to $1.69, exceeding market expectations, which further enhances investor sentiment and confidence in future performance.
See More
Trump Administration Considers New Tariffs on Semiconductors
- Tariff Policy Shift: The Trump administration is reportedly considering new tariffs on imported semiconductors while simultaneously crafting exemptions for large tech companies to support their AI expansion, indicating a balance between promoting domestic manufacturing and protecting the tech sector.
- TSMC Investment Commitment: Taiwan Semiconductor Manufacturing Company (TSMC) has pledged to invest $165 billion to expand its manufacturing capabilities in the U.S., which is part of the tariff exemption framework and could help the U.S. reduce reliance on foreign chip production while enhancing its competitiveness in the global semiconductor market.
- Trade Agreement Impact: Under a U.S.-Taiwan trade agreement, Taiwanese firms building semiconductor plants in the U.S. would be allowed to import chips tariff-free in proportion to their planned domestic capacity, enabling TSMC to pass these exemptions on to its U.S. customers, thereby lowering operational costs.
- Ongoing Policy Review: While the exemptions provide some relief, administration officials stress that the plan is still evolving to ensure it does not become a
See More
