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Wall Street Lifts Alphabet Price Targets After Cloud's 63% Growth: Is the AI Stack Story Just Getting Started? [Yahoo! Finance]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations: abc.xyz/investor
Google's full-stack AI monetization and 36% cloud operating margin validate the bull thesis, though elevated 2026 CapEx guidance of $175–$185B remains the key risk to watch. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Google wasn't one of them. Get them here FREE Wall Street is responding to Alphabet 's ( NASDAQ:GOOGL ) blowout Q1 2026 report with a synchronized wave of price target hikes. At least six firms raised targets on April 30, with Susquehanna lifting to $460 from $400, Canaccord to $450 from $415, and TD Cowen to $450 from $375, calling the cloud number a "monster" AI inflection point. The headline catalyst: Google Cloud revenue of $20.03 billion grew 63% year over year (YoY), far ahead of Street consensus near 47%, validating the full-stack AI thesis for Alphabet stock. Alphabet's Q1 FY2026 print delivered an EPS beat of 94.10% and a revenue beat of 2.67%, but the real story was Google Cloud's $20.03B quarter and a backlog that nearly doubl
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