Tech Giants Race for AI Leadership Intensifies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Alphabet's Strategic Positioning: Alphabet has embedded its Gemini family of large language models across core products like Google Search and Google Workspace, enhancing market competitiveness, while a multi-year agreement with Apple is expected to boost Siri's functionality across 2 billion active devices.
- Cloud Growth Potential: Google Cloud ended Q3 2025 with a $155 billion backlog, indicating multi-year revenue visibility, and plans to acquire cloud security firm Wiz for $32 billion, further strengthening its security portfolio.
- Amazon's AWS Expansion: Amazon's AWS backlog reached nearly $200 billion in Q3, with a year-over-year revenue growth of 20.2%, the strongest in nearly three years, alongside a $38 billion seven-year deal with OpenAI, validating its AI capabilities.
- Advertising Business Driving Growth: Amazon's advertising segment has become a crucial high-margin growth engine, enhancing customer stickiness and purchase frequency through faster delivery and market expansion, thereby strengthening its competitive edge in retail.
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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: 338.660
Low
255.00
Averages
336.08
High
400.00
Current: 338.660
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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