July 21 – Morgan Stanley raised its price target on Alphabet (NASDAQ:GOOGL) to $205 from $185, citing stronger innovation cycles and improving transparency, according to a recent note.
The firm maintained its “Overweight” rating and said it’s monitoring whether the tech giant can guide investor sentiment toward $10+ EPS in 2026. Analysts also pointed to growth in generative AI engagement and monetization potential as a positive driver.
Morgan Stanley noted that while the DOJ’s ongoing search-related investigation may extend into late 2025, Alphabet’s profitability in core search and its product momentum remain focal points for long-term investors.
Post-earnings updates expected by next week could influence market confidence further. The firm flagged potential outcomes from the DOJ case, including remedies that may clear the way for a broader Gemini partnership with Apple (NASDAQ:AAPL).
Alphabet recently secured preliminary court approval to settle a shareholder derivative suit, with no admission of wrongdoing, according to an SEC filing.
Based on the one year price targets offered by 51 analysts, the average target price for Alphabet Inc is $203.34 with a high estimate of $250.00 and a low estimate of $160.00. The average target implies a upside of +9.88% from the current price of $185.06.
Based on GuruFocus estimates, the estimated GF Value for Alphabet Inc in one year is $199.27, suggesting a upside of +7.68% from the current price of $185.06
This article first appeared on GuruFocus.
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