Alphabet's Gemini to Surpass ChatGPT Market Share in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy GOOGL?
Source: NASDAQ.COM
- Market Share Competition: In 2026, Alphabet's Gemini is expected to achieve market share parity with OpenAI's ChatGPT, which has seen a 19-point drop to 68% over the past year, while Gemini has gained 13 points to reach 18%.
- Technological Advantages: Gemini is not just a chatbot; it also supports technologies like video creation, and with Alphabet's distribution and cloud infrastructure, it is poised to accelerate market penetration and enhance its competitive edge in generative AI.
- Industry Predictions: Analysts believe that while Gemini's market share is growing rapidly, ChatGPT will still face pressure from smaller competitors, indicating potential shifts in the overall market landscape in the coming years.
- Investment Opportunities: As AI technology evolves quickly, investors are encouraged to focus on the potential returns of Gemini and its related technologies, especially given Alphabet's ability to sustain its generative AI business.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 302.020
Low
305.00
Averages
374.25
High
400.00
Current: 302.020
Low
305.00
Averages
374.25
High
400.00
About GOOGL
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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