Google stock
On July 6, 2026, Morgan Stanley raised its price target for Alphabet Inc. (GOOG) to $415, maintaining an 'Overweight' rating. The revision is based on the accelerating growth of Google Cloud, which analysts project could see revenue increases of over 100% by 2027, and the successful commercial scaling of Gemini AI models. The firm highlighted Alphabet's competitive advantage in AI infrastructure, specifically citing its proprietary TPU (Tensor Processing Unit) hardware and a reported $920 million monthly compute agreement with SpaceX to expand capacity.