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.
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