Alphabet

GOOGL · NASDAQ

$340.28−$3.91 (−1.13%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $344.18

GOOGL analyst rating

BuyConsensus of 37 analysts over the last 12 months. 86% rate it a buy.

Strong buy1
Buy31
Hold5
Underperform0
Sell0

12-month price target · 58 analysts

Average $434.18 (+27.6% upside)

Low: $318.15
Now: $340.28
High: $540.75

Upgrades and downgrades

The latest rating actions, newest first

GOOGL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Keybanc	Oct 19, 2026	Maintains	Overweight	$435.00 → $410.00	50%
JP Morgan	Oct 15, 2026	Maintains	Overweight	$420.00 → $425.00	68%
UBS	Oct 14, 2026	Maintains	Neutral	$379.00 → $380.00	59%
Cantor Fitzgerald	Oct 12, 2026	Maintains	Overweight	$420.00	63%
Needham	Oct 8, 2026	Maintains	Buy	$450.00	55%
Wells Fargo	Oct 6, 2026	Maintains	Overweight	$411.00 → $417.00	55%
Piper Sandler	Sep 28, 2026	Maintains	Overweight	$395.00 → $400.00	58%
Tigress Financial	Sep 18, 2026	Maintains	Strong Buy	$415.00 → $485.00	56%
Evercore ISI Group	Sep 17, 2026	Maintains	Outperform	$420.00 → $450.00	60%
Rosenblatt	Sep 3, 2026	Maintains	Buy	$410.00	62%

The case for and against

Updated Oct 14, 2026

Bull case

Alphabet is attractive fundamentally because its core Search and YouTube franchises remain highly profitable while AI is expanding, not cannibalizing, monetization across ads, subscriptions, and consumer engagement. Google Cloud adds a second growth engine, with revenue rising 82% to $24.8 billion and operating income more than tripling to $8.8 billion, while a $514 billion backlog and direct TPU sales provide unusual visibility into future demand and margin leverage. The company’s full-stack AI stack, including Gemini, proprietary TPUs, and massive first-party data, supports durable competitive advantages and optionality in Waymo and other Bets, even as heavy capex pressures near-term free cash flow.

Bear case

Alphabet is facing a bearish setup because its core advertising-driven Google services remain highly exposed to competition, a weak economy, and global regulatory risk, while GenAI could undermine Search and YouTube revenue streams. Although 12 months ending June 2026 revenue rose 20.23% to $446.32 billion and NOPAT increased 23.01% to $128.41 billion, average capital jumped 60.77% to $505.72 billion, pushing ROC down to 25.39% from 33.19% and leaving only a 16.02% ROC-WACC spread. Elevated AI capex, with 2026 guidance of $195 billion to $205 billion and another increase expected in 2027, may keep compressing returns if those investments do not translate into durable monetization.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.