Epic Games CEO Tim Sweeney Commends Google's 'Fantastic Proposal' to Enhance Android and Address App Store Dispute
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Nov 05 20250mins
Tim Sweeney's Support for Google's Proposal: Tim Sweeney, CEO of Epic Games, endorsed Google's proposal to open up Android in the U.S., calling it a "comprehensive solution" that could simplify app store installations and lower fees for developers, contrasting it with Apple's restrictive model.
Potential Resolution of Legal Issues: If approved by the court, Google's proposal could resolve ongoing litigation with Epic Games and other companies regarding app store policies, following a recent Supreme Court ruling that favored Epic.
Apple's Legal Challenges: Apple is facing its own legal troubles over app store fees, with a U.K. tribunal ruling against it for charging a 30% commission, while also dealing with disputes with Epic Games regarding Fortnite's reinstatement on the App Store.
Alphabet's Stock Performance: Alphabet, Google's parent company, has seen a significant stock rally, with shares rising nearly 5% in October following a strong earnings report, reflecting growing confidence in its AI initiatives and a record revenue quarter.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 312.29 USD with a low forecast of 236.00 USD and a high forecast of 350.00 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.
37 Analyst Rating
30 Buy
7 Hold
0 Sell
Strong Buy
Current: 276.410
Low
236.00
Averages
312.29
High
350.00
Current: 276.410
Low
236.00
Averages
312.29
High
350.00
Citi
Neutral
maintain
2025-11-12
Reason
Citi
Price Target
2025-11-12
maintain
Neutral
Reason
Citi raised the firm's price target on Gannett (GCI) to $5.10 from $4.30 and keeps a Neutral rating on the shares. The firm, which updated its model to reflect Q3 results, tells investors that its fundamental view of Gannett has not changed, but notes that it now incorporate a 50% chance that the company wins a $230M award in its case against Google (GOOGL).
Bernstein
Outperform
to
NULL
downgrade
$45 -> $40
2025-11-05
Reason
Bernstein
Price Target
$45 -> $40
2025-11-05
downgrade
Outperform
to
NULL
Reason
Bernstein lowered the firm's price target on Pinterest (PINS) to $40 from $45 and keeps an Outperform rating on the shares. The firm says that while engagement - and commercial engagement at that - is clearly benefiting from gen AI enhancements, it's hard to underwrite the AI winner narrative when the domestic business is growing slower than Google (GOOGL) Search. But if the company can show ad dollars following commercial eyeballs, "we'll enter the slope of enlightenment" on U.S. revenue growth and see Pinterest move to the "AI winner" side of the ledger.
Stifel
Mark Kelley
Buy
maintain
$269 -> $295
2025-10-31
Reason
Stifel
Mark Kelley
Price Target
$269 -> $295
2025-10-31
maintain
Buy
Reason
Stifel analyst Mark Kelley raised the firm's price target on Amazon.com (AMZN) to $295 from $269 and keeps a Buy rating on the shares. Q3 topline trends were better than expected, particularly for AWS, notes the analyst, who points out that AWS posted greater quarter-over-quarter acceleration than Microsoft's (MSFT) Azure and Google's (GOOGL) GCP in a reversal of Q2. AWS operating margins came in above consensus, backlog growth accelerated on a two-year stack basis, and overall Q4 revenue guidance was ahead of expectations at the mid-point of guidance, the analyst also noted.
TD Cowen
Buy
maintain
$280 -> $335
2025-10-30
Reason
TD Cowen
Price Target
$280 -> $335
2025-10-30
maintain
Buy
Reason
TD Cowen raised the firm's price target on Alphabet to $335 from $280 and keeps a Buy rating on the shares. The firmm noted its Q3 revenues came in ahead on accelerating growth at Search, Cloud, YouTube and Subs / Platforms. Cowen slightly raised 4Q25 revenue and Operating Income estimates across segments on the better than expected 3Q results.
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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
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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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