Investment
Features
FeesSafety
Academy
More
Pluang+

Alphabet shifts focus to AI chips and cloud, boosting future growth amid easing regulatory risks.

Analyst Insights
24 Sep 2026
Seeking Alpha
View Source
Bullish
Alphabet shifts focus to AI chips and cloud, boosting future growth amid easing regulatory risks.

Alphabet is moving away from its traditional advertising model to become a leading provider of AI chips and cloud services, with its TPU hardware sales expected to drive significant growth. The company anticipates accelerating TPU-related cloud revenue, supported by multi-billion-dollar customer contracts and a substantial $514 billion cloud backlog. Regulatory risks have lessened following recent court decisions that prevented forced divestitures, while Alphabet maintains strong search market share and continues integrating AI into its offerings. The fair value estimate for Alphabet stock remains at $467 per share, about 34% above current prices, indicating long-term growth potential despite some execution and macroeconomic risks.

Alphabet shares are trading steadily with GOOG priced at USD 335.81 and GOOGL at USD 339.67 on Pluang. The 1-day changes are modest, +0.25% for GOOG and +0.54% for GOOGL, reflecting cautious optimism among investors. As of Sep 24, 2026 23:11 WIB, the market cap for both stands at $4.12 trillion, with a strong buy interest at 76% for GOOG and 67% for GOOGL on the platform.

More News (GOOG)

Alphabet stock drops 3.8% without clear reason, raising questions on AI investment costs and future growth.

Alphabet stock drops 3.8% without clear reason, raising questions on AI investment costs and future growth.

Alphabet's stock fell 3.8% to $337.83 despite no negative news or earnings warnings, creating a gap with analyst targets around $429. The decline may reflect market concerns about the high costs of Alphabet's AI infrastructure buildout, including dou...

Market News
Neutral
4 hours ago
Lowe’s pilots 20-minute drone delivery with DoorDash and Alphabet’s Wing in Charlotte, NC.

Lowe’s pilots 20-minute drone delivery with DoorDash and Alphabet’s Wing in Charlotte, NC.

Lowe’s is testing a drone delivery service in Charlotte, North Carolina, that can deliver select home improvement items in as little as 20 minutes. The service is powered by Wing, an Alphabet company, and DoorDash, allowing customers to order through...

Market News
Bullish
6 hours ago
$5,000 in Alphabet stock could grow to $14,860 in 5 years amid strong AI-driven growth.

$5,000 in Alphabet stock could grow to $14,860 in 5 years amid strong AI-driven growth.

Alphabet (Google) is projected to grow a $5,000 investment to about $14,860 by 2031 under a base-case scenario, driven by its expanding AI business, cloud growth, and strong revenue gains. The company’s shares have risen 36.4% in the past year, suppo...

Analyst Insights
Bullish
1 day ago
Alphabet's stock could jump 50% by 2027 driven by booming cloud growth and Gemini's user surge.

Alphabet's stock could jump 50% by 2027 driven by booming cloud growth and Gemini's user surge.

Alphabet's shares have risen nearly 40% over the past year, fueled by rapid growth in Google Cloud and the expanding Gemini app user base nearing a billion. Analysts expect revenue to hit $612 billion in 2027, supported by a massive $514 billion clou...

Analyst Insights
Bullish
1 day ago
Alphabet's stock seen as undervalued with potential to hit $600 by 2027 amid strong AI-driven growth.

Alphabet's stock seen as undervalued with potential to hit $600 by 2027 amid strong AI-driven growth.

Alphabet recently reported strong quarterly results with 82% growth in its cloud business and a $514 billion backlog, signaling robust AI-driven expansion. Despite this, the stock trades at a relatively low 17x trailing P/E due to heavy capital expen...

Analyst Insights
Bullish
1 day ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App