Alphabet Class A ( (GOOGL) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Alphabet Class A heads into its February 4 fourth-quarter earnings release with expectations running high and Wall Street largely in its corner. Analysts forecast earnings per share of $2.64, up 23% year over year, on revenue of $111.23 billion, a 15.3% increase. Stifel analyst Mark Kelley has reiterated his Buy rating on Alphabet Class A and lifted his price target to $346 from $333, pointing to strong advertising momentum in Search and YouTube as well as continued traction in Google Cloud. His recent channel checks suggest that both Search and Cloud could surpass market expectations, despite the stock’s sharp rally following the launch of Alphabet’s Gemini 3 AI model and new AI features such as AI Overviews in Search.
While Kelley acknowledges that upcoming AI product launches from OpenAI could temporarily slow Alphabet Class A’s rally, he still classifies the stock as one of Stifel’s top picks for 2026. The broader analyst community appears to agree: Alphabet carries a Strong Buy consensus based on 26 Buy and seven Hold ratings, with an average price target of about $345.87, implying further upside from current levels. For investors watching the AI race and digital advertising cycle, the upcoming earnings report could be a key catalyst to confirm whether Alphabet Class A can sustain its current growth pace and justify its elevated valuation.