JPMorgan has removed Alphabet from its Analyst Focus List due to slower AI search monetization and heavy spending on AI infrastructure, though it maintains an Overweight rating on the stock. Despite strong revenue growth, including a 103% increase in Google Cloud revenue, Alphabet's near-term confidence has been lowered because of negative free cash flow and high capital expenditures expected to rise in 2027. The stock has declined over the past month but remains undervalued with a P/E of about 12. JPMorgan favors Meta for near-term momentum but stays bullish on Alphabet's long-term prospects, advising investors to watch AI ad monetization and capex impact on cash flow.
As of Nov 09, 2026 23:51 WIB, Alphabet (GOOG) trades at USD 289.26 on Pluang, up 1.88% for the day, reflecting steady investor interest despite JPMorgan's removal from its Analyst Focus List. Meta (META), favored by JPMorgan for near-term momentum, is up 4.99% at USD 640.62. Alphabet's market cap stands at $3.50 trillion, highlighting its significant presence in the media sector.
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