Finance experts predict Google stock price for end of 2026

Core Viewpoint - Wall Street projections for Alphabet's stock are generally positive, driven by advancements in AI infrastructure, particularly Tensor Processing Units (TPUs), and strong demand for Google Cloud Platform and Waymo services [1][2]. Stock Performance - Despite optimistic projections, Google shares have underperformed in 2026, trading at just over $275, down more than 12% year-to-date [2]. Price Targets - Wells Fargo raised its price target for Google shares from $387 to $397, maintaining an "Overweight" rating [4]. - Morgan Stanley kept an "Overweight" rating with a $330 price target, highlighting the rapid scaling of Waymo's autonomous ride service [6]. - Evercore reiterated an "Outperform" rating with a $400 price target, expressing increased confidence in a growth outlook of 14% or more in 2026 [8]. Revenue Growth Potential - Analysts are optimistic about Alphabet's TPU licensing and Wiz acquisition, which could significantly boost revenue and operating income by 2027 [5]. - The Anthropic TPU partnership is expected to help high-margin revenue reach $7.5 billion by 2027 [5]. Competitive Landscape - Google faces intense competition in the AI sector, particularly in its self-driving division, which could impact its market position [9]. Industry Risks - The online marketing and web searching business may face challenges as users increasingly turn to AI platforms instead of Google Search [9]. - Geopolitical tensions, such as the War in Iran, pose long-term risks, potentially disrupting supply chains for critical tech resources [10].