Why analysts are watching it
Analysts are closely watching Google (GOOG) due to its strong performance and potential in the AI space. On May 7, 2026, Chris Sain declared Alphabet his "number one play" for the year, citing significant personal gains. Several creators highlighted Google's robust cloud business, with Ticker Symbol: YOU noting on April 19, 2026, that Google Cloud reported $17.7 billion in Q4 revenue, up 48% year-over-year with 30.1% operating margins. Asymmetric Investing by Travis Hoium, on May 14, 2026, suggested Alphabet is an "easy button in AI" and a strong long-term play, while on May 12, 2026, BWB - Business With Brian pointed out that analysts forecast a 25.7% upside for Google over the next 12 months. Risk note: Opinions on Google's valuation and growth potential vary, with some analysts expressing neutral or even bearish sentiments regarding immediate prospects.
Contributing creators
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"Amazon, Google, Microsoft, and Oracle have all lined up to deploy it in the second half of this year."
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"Hyperscalers Amazon and Google that are building clusters. Original equipment manufacturers HP and Apple that put memory into laptops. Retailers Best Buy, Amazon, and local pro consumers where SanDisk branded cards."
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"These two companies are major suppliers of high bandwidth memory for Nvidia's Hopper, Blackwell, and Rubin GPUs. Samsung also supplies some of the HBM chips for AMD's Instinct MI350s and over half of the HBM that goes into Google's TPUs through Broadcom. So, if the war drags on, companies like Nvidia, AMD, and Google could start seeing supply chain issues for their memory chips."
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"the Google decision, for example, even if they bought in February, so far it has been a good purchase."
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"They also designed the custom AI accelerators that Google uses to train and run its own models, and the networking switch that move traffic inside hyperscaler data centers."
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"Google Cloud reported $17.7 billion of revenue in Q4 of last year. That's up 48% year-over-year with 30.1% operating margins."
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"fabs for Nvidia and AMD, Apple and Google, Tesla"
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"Broadcom announced a huge deal with Google and Anthropic."
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"For example, my individual investments in stocks like AMD, Nvidia, Google, and Microsoft over a decade ago have had three to 10 to sometimes a hundred times better returns than the total market index fund."
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"This is not the same as looking at financials for Google or Amazon or even Tesla or any of those other companies out there."
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"And they also bought Google when it had its strongest rally and when it was overvalued."
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"Now, we don't know when they bought Google. We don't know the exact time. We don't know the exact day. We don't know anything. We just know they bought it in the first 3 months of the year."
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"Companies like Microsoft and Google are like eight to 10 times sales."
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"The next one is Alphabet. Now, this this has taken over as my number one play. This is my number one play for 2025, but it is my number one play for this year by default just because my runners, they were minor shares. I think I made 300,000 off this play alone, okay?"
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"Google Alphabet at number three."
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"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."
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"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."
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"Google was a dead stock and so far behind that they were dead as a company, okay? And I'm not even talking about 2022 when you could pick it up for 80 bucks, you know, or even in 2024 when you could pick it up for just over 100 bucks or so, 120. We're talking about last year. It could be had for just $150 per share, and for years prior to that, obviously, we had it just as low as $80. And for years, all I heard while I was busy buying was that it's a dead company, you're dead money, you're wasti"
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"Google, the other ticker being 1.56%"
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"Google number two. I mean it's at $400. So yes, even with such a large company, you can be up 150%."
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"Even though Berkshire owns companies like Coca-Cola, Bank of America, Google, and others, those companies are going up in value."
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"Coming in at number seven is Google. Hey, it's redot right now. People are, you know, I love the company as a whole. I actually think it has more room to run here into the future, but, you know, I like the pricing this time last year a heck of a lot better when nobody wanted Google."
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"The hyperscalers, Microsoft, Google, and Amazon, form the platform layer of Anthropic's Project Glass Wing."
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"Our [599s] next stock now listen guys, if you told [601s] me that Google was your favorite stock [603s] in the Mag 7, I would not argue with [605s] you."
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"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."
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"So, the headline numbers [495s] for Google do look incredible. I mean, [497s] again, 63% year-over-year Google Cloud [500s] revenue growth. And I think that this is [502s] the main reason why Google stock saw so [505s] much buying after its earnings report."
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"I continue to think that Alphabet is the easy button in AI. If you think AI is going to be something big in the future, but don't necessarily know which stock is going to do well, this one gives you kind of exposure to everything."
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"that we've already seen Google, Amazon partner with Broadcom to make their own chips."
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"The next company on the list is Alphabet, where they own the most used search engine on the planet, the largest video platform in YouTube, an Android operating system that runs over 70% of the world's smartphones, and the only cloud business growing faster than Amazon or Microsoft."
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"Don't look past Alphabet. They are going to be one of the hidden winners in the market today. This is why this is one of the companies that's in my Asymmetric Portfolio. It's actually the biggest position because I think there are so many advantages that the company has, not just in their operations, but in these investments they've been making for years."
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"Alphabet, long-term viewers of this channel know that Alphabet was one of my favorite stocks in 2023 and 2024 and throughout really most of 2025. You can see it's absolutely gone crazy the last few months."
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"And Bill Ackman replied to my tweet and he said that he actually bought Microsoft and sold Google. While Chris Hohn sold Microsoft and bought Google. So, it's a kind of the opposite trade, you could say. And it's going to be interesting to know who's going to end up being right. I personally believe Bill Ackman will end up being right. Meaning, I believe the right trade is to sell Google and buy Microsoft."
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"and maybe Google is also turning into an anchor or into a you could say a favorite stock of Greg Abel."
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"Alphabet owns about 10% of that company, too. So, that could be another 200 billion dollar stake that we're going to see if they go public later this year. So, this 3.8 trillion dollar valuation, it's very possible with Anthropic alone, there's a equity value somewhere around 200 billion dollars. Add in another 200 billion dollars or so from SpaceX. You start to see that there is massive value on Alphabet's balance sheet. They are the hidden winner from some of these AI startups."
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"Last year, you could buy Google at $150 per share for quite a while, actually."
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"Companies like Microsoft and Google are like eight to [218s] 10 times sales."
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"that's three plays for you guys, AMD, Google, and Nvidia."
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"Companies like Amazon and Google went public very early in their growth cycle, but today they're waiting an average of 10 years or longer to go public. That means investors like us can miss out on most of the returns from the next Amazon, the next Google"
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"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."
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"And in this chart, we can [557s] clearly see that Meta is the company [559s] that is growing the fastest. And Meta is [561s] about to overtake Google as the largest [564s] online advertising platform."
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"I wouldn't be surprised to see at least in excess of a trillion dollars. That means somewhere between 100 and 200 billion dollars worth of value just sitting on Google and Alphabet's balance sheet."
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"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."
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"The hyperscalers, Microsoft, Amazon, Google, Meta, and Oracle are spending over $700 billion on AI infrastructure this year."
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"and Google Alphabet GOOG, which is [525s] the one without the voting rights, but [526s] it's the same exact same thing."
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"Hyperscalers Amazon and Google that are building clusters."
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"We had AMD, Google, and Nvidia, okay?"
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"Quantum computers [831s] from Google, IBM, and Rigetti all rely [835s] on superconducting systems"
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"If what they just said if what Google just said is true, meaning that the business becomes less cyclical um over time. Um that is definitely a very exciting uh de development."
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"The relationship with Anthropic alone worth several hundred billion dollars for Alphabet."
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"Has worked out before with an Alphabet, for example. Business was doing quite well."
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"Their custom accelerator chips are built specifically for hyperscalers like Amazon, Google, and Microsoft to run their own AI workloads."
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"I've taken profits from Google, from Rocket Lab, from Micron, from AMD."
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"Companies like [325s] Amazon and Google went public very early [327s] in their growth cycle."
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"Same story here with Google at $400 per share."
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"And I'm not going to say look at Google, but I'm going to tell you the way I think about it."
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"and 9.15% trim from Google"
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"But the bare [868s] case is the flip side of that. Competing [870s] with AWS, Microsoft, and Google on cloud [873s] infrastructure might force their margins [875s] to stay low forever."
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"then if we do see some smaller dips here for a Google if Google for some strange reason goes back down to 350 maybe under it"
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"Then [521s] Intel signed a multi-year deal with [523s] Google to build custom chips for their [525s] internal cloud infrastructure."
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"they did buy [571s] Google. So, they did buy Google GOOG"
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"It is up 25% year-to-date. If you guys been with me, you know we got this at $120, okay?"
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"Analysts have Google forecasted with 25.7% upside over the next 12 months."
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