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GOOG

Alphabet Inc Class C

BUY 2026-08-01 Updated today USD 356.65 Communication Services - Internet Content & InformationAWAIT ENTRY
65

Position levels

Currenttoday
USD 356.65
Buy <=wait / entry
USD 288.33
Trim >=take some off
USD 385.00
Thesis breakA Department of Justice remedy that forces divestiture or material change to def...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • Google Cloud revenue accelerated ~82% YoY to over $24.7B in Q2 2026 driven by Gemini AI adoption
  • 12th consecutive quarter of double-digit revenue growth reaching ~$119.8B in Q2 and beating expectations
  • Strong Buy consensus from 12 analysts with average 12-month price target of $430.78
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.