Alphabet Class A (GOOGL) stock has risen 1.0% over the past week, 16.8% over the past month, and an impressive 119.2% over the past year. Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and a 12‑month average price target of $387.68 versus the last close at $339.32.
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Among the most closely watched voices, Justin Post of BofA reiterated his Buy rating on 4/22/2026 and set a $370 price target, suggesting further upside from current levels. Post is a 5‑star analyst ranked 101 out of 12,161, with a 66.6% success rate and an average return of 22.5% per rating.
Post’s latest note centers on Google Cloud’s “agentic” AI push, showcased at the recent Cloud Next event. He highlights strong customer momentum, with Gemini enterprise customers up 40% quarter‑over‑quarter and Google’s models now processing more than 16 billion tokens per minute, up from 10 billion last quarter.
On the infrastructure side, Google rolled out its eighth‑generation TPUs tailored for agentic AI, an AI Hypercomputer architecture, custom Axion Arm‑based CPUs, and a new Virgo Network fabric for AI workloads. On the software and platform layer, Vertex AI is evolving into the Gemini Enterprise Agent Platform, adding no‑code agent creation and centralized management of autonomous agents.
Applications are also a key part of the thesis, as Workspace Intelligence brings agentic features to Gmail, Docs, Sheets, Slides, and Drive to automate multi‑step tasks. Post expects Google Cloud to remain a key stock driver, citing faster revenue growth than ads, differentiated AI capabilities that support margins, and a growing role in Alphabet’s overall valuation. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.