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Technology Stocks : Alphabet Inc. (Google)

GOOGL 303.64

-1.5%

1:17 PM EST

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From: Frank Sully	11/18/2025 5:36:41 PM
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Loop Capital Upgrades Google “Our reservation regarding the sustainability of search revenue growth under AI cannibalization and transition risk is no longer a concern shared by investors,” Loop Capital analyst Rob Sanderson wrote in a note to clients. “While Google search results remain as healthy as ever (boosted by AI Overviews and AI Mode), traffic share to Gemini has doubled YoY and the position of Google Cloud and size of opportunity for its proprietary AI processors (TPUs) is becoming better appreciated. While our longer-term view on search market dynamics still has questions (and drives the majority of valuation) we are raising our target multiple to 20X EPS for Google core.” Sanderson raises his rating on Alphabet to Buy from Hold and upped his price target to $320 from $260.

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