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's shares fell 14% after Q3 earnings due to market concerns over slowing Search growth and high capital expenditures. However, the company's shift to AI-driven search is boosting user engagement, and monetization is expected to improve in upc...
Alphabet Inc. (Google) reported its strongest quarter with 25% revenue growth and expanding margins, driven by a 103% increase in Google Cloud revenue to $30.7 billion. Despite this, the stock has underperformed peers due to misses in earnings per sh...
Meta Platforms issued €9 billion in its first-ever euro bond sale, attracting a record €53 billion in orders but paying about 1.4 times the risk premium compared to Alphabet's similar bonds. Despite strong demand, Meta's bonds carry higher yields and...
Alphabet Inc. shares fell following a weaker-than-expected earnings report, highlighting a slowdown in search growth to 12% and increased capital expenditures on AI initiatives. This spending has led to negative free cash flow for two consecutive qua...
OpenAI claimed that ChatGPT's search-like query volume is now about one-fifth that of Google Search, but this figure lacks independent verification and clear baseline details. Alphabet's recent earnings show slower revenue growth despite higher query...
