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Google Cloud's rapid growth could boost Google's stock by over 60% in the next year, says analyst.

Analyst Insights
28 Sep 2026
24/7 Wall Street
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Bullish
Google Cloud's rapid growth could boost Google's stock by over 60% in the next year, says analyst.

Google Cloud's revenue grew 82% last quarter, outpacing competitors AWS and Azure, yet Google's stock trades at a lower valuation. Analysts predict a 64.63% upside to $551.05 within 12 months, driven by strong AI adoption and expanding cloud business. Risks include high capital expenditure and regulatory fines, but cloud margin improvements and AI monetization could fuel further gains. Long-term price targets reach over $1,100 by 2030 if growth continues.

Google Inc trades at USD 338.29 on Pluang as of Sep 28, 2026 21:41 WIB, down 0.82% in the last day. Despite the recent 82% revenue growth in Google Cloud highlighted in the news, the stock remains below its 52-week high of USD 399.06. The market values Google with a $4.19 trillion market cap and an enterprise value of $4.08 trillion, showing significant scale amid ongoing cloud and AI expansion.

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