Alphabet Shares Receive Boost: Strategies for Google to Outperform ChatGPT.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Source: Barron's
- AI Competition: Google’s Gemini and OpenAI’s ChatGPT represent a significant rivalry in the artificial intelligence sector.
- Analyst Support: Cantor Fitzgerald analysts have upgraded their rating on Alphabet, Google's parent company, predicting it will outperform in this competition.
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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: 336.280
Low
255.00
Averages
336.08
High
400.00
Current: 336.280
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.
SoftBank to Increase Investment in OpenAI
- Investment Expansion: SoftBank is in talks to invest up to $30 billion more in OpenAI, with the funding round potentially raising a total of $100 billion, thereby increasing OpenAI's valuation to approximately $830 billion, reflecting SoftBank's strong confidence in the AI sector.
- Strategic Bet: CEO Masayoshi Son describes his investment in OpenAI as an 'all-in' bet, aimed at enhancing the company's position in the AI race, particularly as competition with Google intensifies.
- Equity Structure Change: In December, SoftBank completed a $41 billion investment in OpenAI, acquiring an 11% stake, which further solidifies its influence in the AI field and underscores its commitment to future technological advancements.
- Positive Market Reaction: Although SoftBank declined to comment on the investment, its shares rose by 3.5% in Tokyo, indicating that the market views the increased investment in OpenAI favorably, potentially boosting investor confidence.
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Waymo Launches Driverless Taxi Service to San Francisco Airport
- Airport Service Launch: Waymo has announced the introduction of driverless taxi services at San Francisco International Airport for select customers, with plans to gradually expand to all riders, addressing the growing demand for reliable transportation and strengthening its relationship with the city.
- Initial Pickup Locations: The initial pickups and drop-offs will occur at the airport's rental car center, with future expansions planned to include terminals, enhancing passenger convenience and service coverage.
- Increased Market Competition: San Francisco International Airport marks Waymo's third major airport, indicating its further expansion in the driverless taxi market and posing a challenge to the dominance of Uber and Lyft in this sector.
- Strategic Implications: Waymo's co-CEO highlighted that this initiative not only meets passenger demand for dependable autonomous rides but also provides a crucial transportation solution for upcoming major events, which is expected to attract more users.
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