Alphabet Inc (GOOG)
Alphabet results keep analysts bullish on AI and cloud outlook
Shares of Google parent company Alphabet Inc (NASDAQ:GOOG) fell more than 2% to about $325 on Thursday following the company's fourth quarter earnings report, but analysts are maintaining a bullish stance, highlighting the company's accelerating AI and cloud adoption as key drivers for future growth. Bank of America reiterated a ‘Buy' rating with a $370 price target, noting that the quarter “strengthens the thesis that Google search activity will accelerate from new AI use cases” and that AI is “structurally driving higher Search monetization.
Alphabet: The Tech Conglomerate To Own
Alphabet Inc. maintains a Strong Buy rating, driven by robust Q4 results and a $400B annual revenue milestone. Google Cloud revenue surged 48% to $17.7B, with backlog doubling year-over-year to $240B, underlining AI-driven upsell momentum. 2026 CapEx guidance is $175–185B, nearly double 2025, but justified by strong cloud demand and a rapidly expanding backlog.
ETFs to Watch as Alphabet Reports Q4 Earnings
ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.
Why Alphabet's stock is falling despite booming cloud growth
Shares declined Thursday as Google's staggering $185 billion capital-expenditure forecast overshadowed a blowout fourth quarter.
Google Says Spending Could Double This Year Amid Its AI Push. Investors Don't Seem Excited
Alphabet (GOOGL) shares slumped Thursday after the Google and YouTube parent laid out massive spending plans to support its AI ambitions.
Alphabet's AI Spending Spree Is Fueling Broadcom's Next Big Rally
Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever.
Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI
Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race.
Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story
Alphabet (GOOGL) earns a buy rating, viewed as slightly undervalued after a post-earnings dip despite aggressive FY 2026 AI capex plans. Q4 results exceeded expectations: GAAP EPS $2.82 vs. $2.64 consensus, revenue $113.8B vs. $111.5B, with Google Cloud net sales up 48% YoY. Management guides for $175–$185B capex focused on AI and cloud, with EPS growth expected to slow to 5% in 2026 before rebounding to mid-teens.
Google Stock Dips: Winning The AI Lead From Open AI May Boost $GOOG
Google stock fell 5% after posting fourth quarter results that beat expectations, and predicted a doubling of capital expenditures to $180 billion, noted the Wall Street Journal.
Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue
Alphabet-owned YouTube's subscription and ad revenue is trending upwards. The company on Wednesday said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million three months earlier.
Wall Street Breakfast Podcast: Alphabet's Growth Comes With A Capex Bill
Alphabet (GOOG) delivered an 18% revenue increase to $113.8B, beating expectations, driven by Google Services and Google Cloud acceleration. GOOGL signaled a sharp ramp in 2026 capex to $175B–$185B, well above consensus, highlighting intensified AI investment.
Analysts set Google (GOOGL) stock price target
Wall Street analysts struck a more optimistic tone on Alphabet (NASDAQ: GOOGL) following the company's fourth-quarter earnings report, as stronger-than-expected results reinforced confidence in its cloud business and artificial intelligence strategy.
