Google's cloud business grew 82% in Q2 2026, outpacing rivals like Microsoft, Meta, and Amazon, while trading at a relatively low P/E of 14. Despite recent stock price pullbacks, strong fundamentals including a $514 billion backlog and widespread Gemini adoption among Fortune 100 companies support a bullish outlook. Analysts see potential for a 50% price increase to $504.21 by the end of 2026, with a bull case target of $568. Risks include high capital expenditures and negative free cash flow, but cloud margin expansion and demand-driven spending provide confidence. Google is considered a high-conviction buy for investors seeking growth in cloud and AI sectors.
Google's stock trades at USD 339.63 on Pluang, down 1.76% in the last day, showing some pullback despite strong cloud business growth. Microsoft and Meta also show mixed moves, with Microsoft down 1.21% at USD 499.30 and Meta slightly up 0.21% at USD 667.00. These figures are as of Sep 16, 2026 00:42 WIB.
Alphabet is rated a 'strong buy' due to its unmatched AI computing power, cost advantages with TPUs, and broad monetization opportunities. The company prioritizes profitable enterprise and cloud segments over rapid consumer AI rollouts, positioning G...
Alphabet shares trade 15% below their 52-week high despite faster growth and lower earnings multiples than Microsoft and Meta. The company posted strong Q2 results with 24% revenue growth and 82% growth in Google Cloud, which has a $514 billion backl...
Isomorphic Labs, an AI drug discovery startup spun out of Alphabet's DeepMind, is in talks to raise new funding valuing the company at $40 billion to $50 billion. This would be a significant increase from its $2.1 billion Series B round five months a...
Alphabet is expanding its AI infrastructure ecosystem, including TPUs, Cloud contracts, and strategic investments. Google Cloud generated $24.8 billion in revenue with a 35.6% operating margin, and AI customers use 1.8 times more products. The compan...
Alphabet's stock trades at $340.35, about 15% below its 52-week high, while its cloud backlog has surged to $514 billion, signaling strong future revenue. The company's Q2 revenue rose 24.2%, with Google Cloud growing 82%, yet Alphabet trades at a lo...
