Alphabet Class A’s AI Surge Fuels Lofty Wall Street Targets

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 is heading into its February 4 fourth-quarter earnings report with strong momentum and high expectations from Wall Street. The stock has surged about 66% over the past year, supported by optimism around its Gemini 3 AI model, increasing demand for its in‑house TPU chips, and robust growth in Google Cloud. Analysts expect Q4 2025 earnings per share of about $2.64, up roughly 23% year over year, on revenue of around $111 billion, a 15% increase. Bank of America’s Justin Post, one of the most closely followed voices on the stock, reiterated his Buy rating and set a $370 price target, citing potential upside in core search and YouTube ad growth, stable digital advertising conditions, and AI‑driven efficiency gains that could expand margins despite higher operating expenses and rising capex.

The wider analyst community remains firmly bullish on Alphabet Class A. Multiple top‑rated analysts, including at Roth MKM and KeyBanc, have recently raised their price targets into the mid‑$300s, pointing to catalysts such as new Gemini AI releases, Waymo expansion, major global events like the FIFA World Cup and the Winter Olympics, and stronger‑than‑expected Google Cloud performance. Consensus views the shares as a Strong Buy, with average 12‑month targets around $351–$352, implying modest further upside from current levels as the stock now trades at a valuation richer than Microsoft. Ownership is broad and diversified, with over half of Alphabet stock held by public companies and individual investors, and heavy representation in major index and ETF products led by Vanguard. Investors will be watching Q1 commentary closely for signs that Gemini traffic, AI‑enhanced search monetization, and cloud deal wins can justify Alphabet’s premium valuation and sustain its impressive share‑price run.