Alphabet (GOOG) AI Breakthroughs Drive 80% Stock Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Investor Confidence Returns: Deepwater Asset Management highlights that significant breakthroughs in Google's AI have restored investor confidence in the company's growth potential for 2026 and beyond, evidenced by an 80% stock price increase over the last six months.
- Search Business Exceeds Expectations: Analyst Gene Munster emphasizes that Google's search business has surpassed expectations due to AI experiences, leading to increased consumer demand for additional information and driving query growth, thereby enhancing the company's market position.
- Advertising Revenue Growth: Testing by Deepwater indicates that Google's monetization capabilities have measurably increased over the past three months, particularly with the addition of ads within AI responses, laying a solid foundation for future revenue growth.
- New Market Expansion: Google has entered the agentic commerce market by announcing checkout features within AI Mode and launching new ad units, including Direct Offers, in partnership with Walmart, showcasing its strategic positioning in the e-commerce sector.
Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAPL is 289.17 USD with a low forecast of 225.00 USD and a high forecast of 345.00 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.
35 Analyst Rating
21 Buy
12 Hold
2 Sell
Moderate Buy
Current: 258.210
Low
225.00
Averages
289.17
High
345.00
Current: 258.210
Low
225.00
Averages
289.17
High
345.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
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.





