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AI Adoption And Cloud Demand Will Boost Market Opportunity

Published
02 Sep 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$231.48
8.9% overvalued intrinsic discount
10 Sep
US$252.03
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1Y
54.1%
7D
4.7%

Author's Valuation

US$231.5

8.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25
Fair value Increased 2.10%

Analysts view the DOJ antitrust ruling as materially less punitive than expected, reducing regulatory risks and supporting Alphabet’s competitive positioning in search, AI, and cloud, leading to a constructive outlook and maintaining the consensus price target at $226.71. Analyst Commentary Bullish analysts are raising price targets as the recent DOJ antitrust remedy in the Google search case removes major regulatory overhangs, with remedies considered materially less punitive than feared and allowing Google to maintain key distribution and Traffic Acquisition Cost payments.

Shared on07 May 25
Fair value Increased 12%

Shared on30 Apr 25
Fair value Decreased 5.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.0046%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 8.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.