On Oct 30, major Wall Street analysts update their ratings for $Alphabet-A (GOOGL.US)$, with price targets ranging from $185 to $235.
Morgan Stanley analyst Brian Nowak maintains with a buy rating, and adjusts the target price from $190 to $205.
Goldman Sachs analyst Eric Sheridan maintains with a buy rating, and adjusts the target price from $208 to $210.
J.P. Morgan analyst Doug Anmuth maintains with a buy rating, and adjusts the target price from $208 to $212.
BofA Securities analyst Justin Post maintains with a buy rating, and adjusts the target price from $206 to $210.
Barclays analyst Ross Sandler maintains with a buy rating, and adjusts the target price from $200 to $220.
Furthermore, according to the comprehensive report, the opinions of $Alphabet-A (GOOGL.US)$'s main analysts recently are as follows:
Alphabet's third-quarter performance was robust, showcasing considerable growth in Cloud, with margins also being a highlight. Looking ahead to 2025, net revenue projections have been adjusted upwards by 2% to $332B, factoring in an anticipated higher growth in Cloud, Network, and Other revenues, albeit with a slight decrease expected in Google Properties revenue. The operating income estimates have also been revised upwards, reflecting a pronounced emphasis on cost management.
Alphabet's financial outcomes are expected to contribute to the ongoing discussion surrounding its capital expenditures and return on invested capital. Despite this, shareholder concerns persist regarding regulatory challenges faced by Google, as well as potential market share declines in its key operations, which are anticipated to limit valuation multiples. Investors are anticipated to focus on the potential for share price appreciation driven by consistent growth in earnings per share.
The firm came out of Alphabet's Q3 earnings with a more positive stance on the stock. The 12% year-over-year growth in Google Search and YouTube revenues underscore the sustained adoption of Alphabet's monetization tools as query growth progresses. Despite ongoing regulatory concerns and rising competition in generative artificial intelligence, the firm was bolstered by the Q3 outcomes.
Alphabet's recent quarter demonstrated the resilience of Search, with YouTube's performance also surpassing expectations, coupled with notable cost control. The disclosure of various emerging products, accompanied by signs of adoption, engagement, and monetization, is likely to bolster market confidence in the company's long-term strategy.
Alphabet is showing positive signs across various aspects of its operations, according to an analyst's observation. The company's advancements in artificial intelligence, a steady digital advertising market, stringent cost management alongside infrastructure investments, and robust free cash flow generation are all contributing to its upward trajectory. However, the analyst notes that the stock may experience some volatility while adjustments related to Search are implemented, due to the significant scope of its influence.
Here are the latest investment ratings and price targets for $Alphabet-A (GOOGL.US)$ from 18 analysts:
Note:
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美東時間10月30日,多家華爾街大行更新了$谷歌-A (GOOGL.US)$的評級,目標價介於185美元至235美元。
摩根士丹利分析師Brian Nowak維持買入評級,並將目標價從190美元上調至205美元。
高盛集團分析師Eric Sheridan維持買入評級,並將目標價從208美元上調至210美元。
摩根大通分析師Doug Anmuth維持買入評級,並將目標價從208美元上調至212美元。
美銀證券分析師Justin Post維持買入評級,並將目標價從206美元上調至210美元。
巴克萊銀行分析師Ross Sandler維持買入評級,並將目標價從200美元上調至220美元。
此外,綜合報道,$谷歌-A (GOOGL.US)$近期主要分析師觀點如下:
Alphabet在第三季度表現強勁,在雲業務方面取得了可觀增長,利潤率也是一個亮點。展望2025年,淨營收預測已上調2%至3320億美元,考慮到雲業務、網絡和其他營收預期增長較高,儘管谷歌產業的營收預計會輕微下降。經營收入預測也已上調,反映了對成本管理的重視。
預計Alphabet的財務業績將成爲持續討論其資本支出和投資回報的話題。儘管如此,股東擔憂谷歌面臨的監管挑戰,以及其關鍵經營業務市場份額下降可能會限制估值倍數。投資者預計會關注每股收益持續增長推動的股價上漲潛力。
公司在Alphabet第三季度業績後對該股持更爲積極的態度。谷歌搜索和YouTube營收同比增長12%突顯了Alphabet貨幣化工具的持續採用,隨着查詢增長的進展。儘管存在持續的監管擔憂和泛化人工智能領域競爭加劇,公司受第三季度成果提振。
Alphabet最近的季度展示了搜索的彈性,YouTube的表現也超過預期,並伴隨着顯著的成本控制。披露各種新興產品,並伴隨着採納、參與和貨幣化跡象,可能會增強市場對公司長期策略的信心。
根據分析師觀察,Alphabet在各個方面顯示出積極跡象。公司在人工智能方面取得進展,數字廣告市場穩定,加強成本管理並進行基礎設施投資,以及強勁的自由現金流產生,都有助於其上升軌跡。然而,分析師指出,由於其影響範圍的顯著,股票在調整搜索相關內容時可能會經歷一些波動。
以下爲今日18位分析師對$谷歌-A (GOOGL.US)$的最新投資評級及目標價:
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