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BMO Capital raises Alphabet price target to $410, citing AI and cloud momentum ahead of Q1 2026 earnings

Yahoo Finance AI · 2026年4月27日

BMO Capital raises Alphabet price target to $410, citing AI and cloud momentum ahead of Q1 2026 earnings

AI要約

  • BMO Capital analyst Brian Pitz raised Alphabet's price target to $410 from $400 and maintained an Outperform rating, citing the company's position across the AI stack and search trends suggesting Google's AI Overviews may be gaining traction.
  • The bank lifted its 2026 Google Cloud estimate by 5%, implying 44% year-over-year growth, and noted that cloud demand remains firm with supply constraints appearing to be the main limit on faster expansion.
  • Alphabet is scheduled to release first-quarter 2026 earnings on Wednesday, April 29, 2026, after the market closes.

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