Tech giant Google (GOOGL) used its I/O conference to show that AI is the focus of its consumer, developer, and Search strategy. Indeed, CEO Sundar Pichai highlighted new tools such as Docs Live, which helps users draft documents through voice, and Ask YouTube, which brings conversational search to video. Google also said that Gemini now has 900 million monthly users, while AI Overviews in Search has reached 2.5 billion users, thereby giving the company a huge base to roll out new AI features. However, the biggest change is coming to Google Search.
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The new version adds more AI-powered answers, longer query support, richer autocomplete, and a smoother connection between AI Overviews and AI Mode. Google is also adding AI agents for Pro and Ultra subscribers, which can monitor topics, give updates, help with bookings, and even build custom widgets or apps inside the Search engine.
Google also introduced the Gemini 3.5 model family as it tries to strengthen its position against OpenAI, Anthropic, and other AI rivals. Gemini 3.5 Flash is being positioned as a faster model for coding, agentic tasks, and more responsive AI experiences, while Gemini 3.5 Pro is expected to follow later. More importantly, Google is trying to make AI Search feel less like a list of links and more like a personal assistant to prevent users from using rival AI tools for search.
Are GOOGL Shares a Good Buy?
Turning to Wall Street, analysts have a Strong Buy consensus rating on GOOGL stock based on 28 Buys and five Holds assigned in the past three months. Furthermore, the average GOOGL price target of $426.44 per share implies 8.9% upside potential.
