2026 Investment Outlook: Four Stocks with Compounding Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: Fool
- Google Cloud Growth: Alphabet's Google Cloud achieved a 34% year-over-year growth in Q3, with revenue reaching $15.2 billion, indicating strong demand for generative AI, which is expected to further drive overall revenue growth and solidify its market position.
- Nvidia Market Dominance: At CES 2026, Nvidia revealed that the revenue potential for its Blackwell and Rubin systems exceeds $500 billion, and it has secured over half of Taiwan Semiconductor's advanced packaging capacity, which is expected to significantly enhance its profitability and market share.
- AbbVie Immunology Growth: AbbVie's Skyrizi and Rinvoq saw year-over-year growth of 46% and 34% in Q3, respectively, with combined sales expected to reach $31 billion by 2027, demonstrating strong market performance after losing Humira's patent exclusivity.
- Interactive Brokers Client Growth: Interactive Brokers reported a 21% year-over-year increase in net interest income to $967 million in Q3 2025, with client cash balances reaching $150 billion and customer count rising to 4 million, showcasing its strong growth potential in a high-interest rate environment.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 338.660
Low
255.00
Averages
336.08
High
400.00
Current: 338.660
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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