William Blair analyst Ralph Schackart has maintained their bullish stance on GOOG stock, giving a Buy rating today.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Ralph Schackart has given his Buy rating due to a combination of factors tied to Alphabet’s strong operating momentum and AI-driven execution. He highlights that Google Search reaccelerated, with record-high query volumes and notable enhancements in ad relevance, advertiser tools powered by Gemini, and new AI-centric ad formats that collectively expand the company’s ability to monetize more complex commercial searches.
Schackart also emphasizes the broad impact of Alphabet’s integrated AI stack, reflected in rapid uptake of Gemini-based products, robust growth in paid subscriptions, and meaningful traction in businesses such as Waymo. In addition, he points to the sharp acceleration and margin expansion in Google Cloud, a swelling backlog, and a disciplined but substantial investment roadmap—supported by higher capex guidance and a raised dividend—as underpinning his positive long-term view on the shares.
In another report released today, Pivotal Research also reiterated a Buy rating on the stock with a $470.00 price target.