Alphabet Class A Crowned AI ‘Structural Winner’ by Wall Street

Alphabet Class A ( (GOOGL) ) has been popular among investors this week. Here is a recap of the key news on this stock.

Alphabet Class A drew fresh praise from Wall Street this week as the market sharpened its focus on which tech giants will ultimately win the artificial intelligence race. Scotiabank anointed Alphabet the “structural winner of the AI wars” among hyperscalers, citing its powerful position across Search, YouTube and especially Google Cloud. Analyst Nat Schindler reaffirmed his Buy rating, lifted his price target roughly 12% to $375 per share, and argued Alphabet is uniquely placed to monetize AI at scale despite entering the AI spotlight later than some rivals. The stock has surged about 64% over the past year and is the best performer among the so‑called “Magnificent Seven” in 2025, though the wider analyst community’s average target of around $338 now points to only modest upside from current levels.

Beyond core advertising and cloud, investors are also watching Alphabet’s longer‑term AI bets. Mizuho’s Lloyd Walmsley reiterated his Buy rating and raised his price target on Alphabet Class A to $365, pointing to the ongoing “AI megatrend” and highlighting autonomous driving unit Waymo, which has already delivered an industry‑leading 14 million rides this year and is expected to scale further as AV deployments expand. At the same time, Alphabet’s venture arm, Gradient Ventures, is backing AI‑driven disruption in other corners of finance, including Range, a wealth‑management startup that uses AI to automate planning and advice. While Range itself is private, its progress showcases how Alphabet is using capital and AI expertise to seed new businesses in high‑value sectors, reinforcing the broader narrative that Alphabet Class A is building a diversified, AI‑centric growth engine that extends well beyond search ads.