July 21 - Morgan Stanley raised its price target on Alphabet (GOOGL, Financial) to $205 from $185, citing stronger innovation cycles and improving transparency, according to a recent note.
The firm maintained its "Overweight" rating and said it's monitoring whether the tech giant can guide investor sentiment toward $10+ EPS in 2026. Analysts also pointed to growth in generative AI engagement and monetization potential as a positive driver.
Morgan Stanley noted that while the DOJ's ongoing search-related investigation may extend into late 2025, Alphabet's profitability in core search and its product momentum remain focal points for long-term investors.
Post-earnings updates expected by next week could influence market confidence further. The firm flagged potential outcomes from the DOJ case, including remedies that may clear the way for a broader Gemini partnership with Apple (AAPL, Financial).
Alphabet recently secured preliminary court approval to settle a shareholder derivative suit, with no admission of wrongdoing, according to an SEC filing.
Is GOOGL Stock a Buy?
Based on the one year price targets offered by 51 analysts, the average target price for Alphabet Inc is $203.34 with a high estimate of $250.00 and a low estimate of $160.00. The average target implies a upside of +9.88% from the current price of $185.06.
Based on GuruFocus estimates, the estimated GF Value for Alphabet Inc in one year is $199.27, suggesting a upside of +7.68% from the current price of $185.06
