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Alphabet Class A Rally Bets Rise on Cloud and Cyber Push

Alphabet Class A Rally Bets Rise on Cloud and Cyber Push

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 is drawing renewed optimism on Wall Street as analysts highlight both accelerating cloud growth and fresh cybersecurity innovations. Mizuho’s Lloyd Walmsley lifted his price target to $420, implying roughly 30% upside, citing stronger-than-expected momentum in Google Cloud, a deepening partnership with Anthropic, and growing revenue potential from Alphabet’s custom TPU chips.

Walmsley now models cloud revenue hitting $149 billion by 2027, well ahead of consensus, and expects the segment to contribute a larger share of Alphabet’s overall profits. At the same time, Alphabet has rolled out Device Bound Session Credentials in Chrome 146 on Windows, with macOS to follow, aiming to curb cookie theft and bolster user protection as AI‑driven and quantum-era cyber threats rise.

The new feature binds session cookies to hardware security modules like the Trusted Platform Module and Secure Enclave, making it harder for malware to hijack logins even if a device is compromised. Despite growing investment needs around AI and security, Alphabet Class A stock still carries a Strong Buy consensus from 30 analysts, with an average target of about $377.90 that suggests meaningful upside from current levels.

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