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:
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美东时间10月30日,多家华尔街大行更新了$谷歌-A (GOOGL.US)$的评级,目标价介于185美元至235美元。
摩根士丹利分析师Brian Nowak维持买入评级,并将目标价从190美元上调至205美元。
高盛集团分析师Eric Sheridan维持买入评级,并将目标价从208美元上调至210美元。
摩根大通分析师Doug Anmuth维持买入评级,并将目标价从208美元上调至212美元。
美银证券分析师Justin Post维持买入评级,并将目标价从206美元上调至210美元。
巴克莱银行分析师Ross Sandler维持买入评级,并将目标价从200美元上调至220美元。
此外,综合报道,$谷歌-A (GOOGL.US)$近期主要分析师观点如下:
Alphabet的第三季度业绩强劲,展示了云业务的显著增长,利润率也是亮点。展望2025年,净营业收入预测已调高2%至3320亿美元,考虑到云端、网络和其他营收预计增长,尽管谷歌属性营收预期出现轻微下降。经营收入预估也已上调,反映了对成本管理的明显重视。
Alphabet的财务绩效预计将对有关其资本支出和投资回报的持续讨论产生影响。尽管如此,股东关注谷歌面临的监管挑战,以及其关键业务的市场份额下降可能性,这预计会限制估值倍数。预计投资者将关注每股收益持续增长带来的股价增值潜力。
该公司在Alphabet第三季度业绩报告中对股票抱有更加积极的态度。谷歌搜索和YouTube营收同比增长12%强调了Alphabet变现工具的持续采用,随着查询增长的进展。尽管持续面临监管担忧和生成式人工智能竞争加剧,该公司受到第三季度业绩的支撑。
Alphabet最近的财季展示了搜索的韧性,YouTube的表现也超越预期,加上显著的成本控制。披露各种新兴产品,并伴随着采用、参与和变现的迹象,可能会增强市场对该公司长期策略的信心。
根据一位分析师的观察,Alphabet在经营各方面展现出积极的迹象。该公司在人工智能、稳定的数字广告市场、严格的成本管理以及基础设施投资方面的进展,以及强劲的自由现金流产生,都在推动其向上发展。然而,分析师指出,在涉及搜索相关调整时,股票可能会经历一些波动,这是由于其影响范围的显著性。
以下为今日18位分析师对$谷歌-A (GOOGL.US)$的最新投资评级及目标价:
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