UBS analyst Stephen Ju reaffirmed a $410 price target for Alphabet, Google's parent company, while maintaining a Neutral rating. UBS raised its revenue estimates for Google Cloud by 24% for 2026 and 34% for 2027, reflecting strong growth expectations. However, earnings per share forecasts were lowered due to weaker chip sales margins and cautious revenue conversion from cloud backlog. Investors are watching how quickly Alphabet can monetize its cloud backlog and the profitability impact of AI infrastructure investments. Overall, Wall Street remains bullish on Alphabet, with a Strong Buy consensus and an average 12-month price target of $427.89, suggesting moderate upside potential.
Alphabet and Microsoft both lead in cloud and AI growth, but they differ in valuation, growth, and income stability. Alphabet offers faster growth and better valuation, trading at a lower P/E and showing stronger cloud revenue gains. Microsoft, howev...
Google is projecting capital expenditures of $175-185 billion for 2026, after spending $91.45 billion in 2025, and is reportedly raising $80 billion in equity to fund 2027 capex. This massive spending on AI infrastructure, including a single project ...
Alphabet increased its 2026 capital expenditure guidance to $180-$190 billion, up from $175-$185 billion, driven by the Intersect acquisition and strong demand in Google Cloud. The company spent a record $35.67 billion in Q1 2026 and plans to raise e...
IBM and Google Cloud have launched a new Google Cloud Practice to help organizations scale AI into production and modernize core systems faster. The practice combines IBM's AI-powered platform, IBM Consulting Advantage, with Google Cloud's Gemini Ent...
Lovable, a fast-growing startup from Stockholm, has expanded its multi-year collaboration with Google, increasing its use of Google Cloud services fivefold and gaining access to advanced AI models including Anthropic's Claude and Google's Gemini. Thi...
