Nvidia and Alphabet Expected to See Strong Growth in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Should l Buy GOOGL?
Source: NASDAQ.COM
- Nvidia Growth Potential: Nvidia is expected to benefit from increasing AI infrastructure spending in 2026, with its stock already up around 30%, reflecting its dominant position in the GPU market and strong business outlook.
- Google Cloud Expansion: Google Cloud, a major growth driver for Alphabet, is projected to accelerate growth in 2026, as its TPU rental model is expected to generate around $13 billion in annual revenue for the company.
- Competitive Advantage: Nvidia further solidifies its competitive edge in AI clusters through the acquisition of SchedMD and its proprietary NVLink system, enabling rapid data processing and enhanced overall performance.
- Attractive Investment Valuation: Both companies enter 2026 with attractive valuations, with Nvidia's forward P/E ratio at 23 times and Alphabet's at 27 times, indicating strong revenue growth potential and investment appeal.
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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: 297.390
Low
305.00
Averages
374.25
High
400.00
Current: 297.390
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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