Alphabet Inc. Recognized as AI-Driven Search Leader Amid TAM Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 22 2026
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Market Performance Rating: Citizens analyst Andrew Boone reiterated a Market Outperform rating on Alphabet Inc. with a price target of $385.00, indicating strong confidence in the company's future performance.
- AI Driving Market Expansion: Analysts noted that artificial intelligence is expanding the Total Addressable Market (TAM) for search by enabling coverage of more query types and inferring greater commercial intent from informational questions, enhancing Google's market potential.
- Search Growth Expectations: Citizens believes that as agentic search matures, retail media budgets may shift towards search, with expectations that Google's search growth can sustain in the teens, potentially exceeding 20%.
- Investment Potential Analysis: While acknowledging GOOGL's investment potential, analysts suggest that certain AI stocks offer greater upside potential and lower downside risk, prompting investors to consider more attractive short-term AI stock options.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 334.470
Low
255.00
Averages
336.08
High
400.00
Current: 334.470
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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- Competition Enhancement Goals: These measures aim to enable third-party online search engines to optimize their services and challenge Google's market position, thereby enhancing market competitiveness.
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See More
