Google Q1 Revenues increased 22% over the last year to a new record high of $110 billion. Net Income increased 81% YoY to a record $63 billion. Cloud revenue grew 63% YoY to a record $20 billion. Operating profit margins moved up to 36%, the highest since 2010. $GOOGL https://t.co/yIx4yTFvfG
BREAKING: Alphabet, $GOOGL, has added +$420 billion in market cap today and is now just 6% away from surpassing Nvidia as the world’s most valuable public company.
Alphabet is on track to post the largest single-day market cap gain in history. https://t.co/YG8KL4y4QO
$GOOGL chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still.
Search funded the empire, YouTube expanded attention, Android protected distribution, Cloud built enterprise relevance and AI is now the next layer of the compounding story.
$AMZN, $MSFT, $GOOGL and $META just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:
• Amazon ~$200B
• Microsoft ~$190B
• Google ~$185B
• Meta ~$135B
$GOOGL is rising after announcing plans to sell TPU chips to select customers, capitalizing on growing AI demand. 📈 https://t.co/QrylwWqPOb
Google Revenues (Billions)...
2026 (est): 476
2025: 403
2024: 350
2023: 307
2022: 283
2021: 258
2020: 183
2019: 162
2018: 137
2017: 111
2016: 90
2015: 75
2014: 66
2013: 56
2012: 46
2011: 38
2010: 29
2009: 24
2008: 22
2007: 17
2006: 11
2005: 6.1
2004: 3.2
$GOOGL
Evercore today raised its price target on Google $GOOGL stock up to $420 from $400 while maintaining its Outperform rating
Oppenheimer today raised its price target on Google $GOOGL stock up to $425 from $360 while maintaining its Outperform rating
Goldman Sachs today raised its price target on Google $GOOGL stock up to $450 from $400 while maintaining its Buy rating
Truist today raised its price target on Google $GOOGL stock up to $415 from $385 while maintaining its Buy rating
Canaccord today raised its price target on Google $GOOGL stock up to $450 from $416 while maintaining its Buy rating
Google $GOOGL has a new WALL STREET high price target
Pivotal Research today raised its price target on Google $GOOGL up to $470 from $420 while maintaining its Buy rating
$GOOGL jumps 7% as the market keeps rewarding one of the most vertically integrated AI stories in mega-cap tech.
Google has the chips, cloud, models, consumer surfaces, ads engine & enterprise platform which makes it one of the few AI names monetizing the full stack at once. https://t.co/zz0WidF4cf
$GOOGL Cloud backlog has entered god mode.
Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute.
Connect the dots. https://t.co/awCoNN84r2
$GOOGL raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B).
Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildout continues. https://t.co/JChXIrLx3o
Q1 Revenue Growth, YoY % Change...
Meta $META: +33%
Google $GOOGL: +22%
Microsoft $MSFT: +18%
Apple $AAPL: +17%
Amazon $AMZN: +17%
Netflix $NFLX: +16%
Tesla $TSLA: +16%
S&P 500 $SPY: +10%
I STARTED A POSITION IN GOOGLE 1 YEAR AGO
UP ~140% SO FAR MY UPDATED PRICE TARGET IS $400
I HAVE SOLD MAJORITY OF MY POSITION BUT GOOGLE IS STILL 15% OF MY PORTFOLIO AS OF TODAY
$GOOGL $GOOG
*ALPHABET SEES FY CAPEX $180B TO $190B, SAW $175B TO $185B
*ALPHABET CFO: 2027 CAPEX TO SIGNIFICANTLY INCREASE FROM 2026
*ALPHABET TO SEE GREATER DEPRECIATION EXPENSE AS CAPEX RAMPS
$GOOGL https://t.co/J3a5eRz02Q
JUST IN: THE AI INVESTMENT GROWS
Amazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined
$710 BILLION on CAPEX this year
Amazon $AMZN: $200B
Microsoft $MSFT: $190B
Google $GOOGL: $185B
Meta Platforms $META: $135B https://t.co/4M3AVvkjvC
Posts sourced from high-follower stock analysts on X. Bullish/bearish signals are auto-classified; verify on the original post before acting.