I’ve added to my position in GOOG based on strong fundamental momentum and bullish analyst guidance. KeyBanc Capital Markets raised its price target to $370 while keeping an Overweight rating, highlighting Alphabet’s increased capex to fuel growth in Google Services and Google Cloud. Search continued expanding in 2025, and Cloud backlog jumped nearly 55% QoQ in Q4, while Gemini, Alphabet’s AI assistant, now reaches 750 million monthly active users. This investment leans on earnings growth driving the share price, emphasizing long-term operational strength over mere valuation multiple expansion. Confident in Alphabet’s diversified growth trajectory.
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