Brokerage Report On Google
While full, non-public brokerage reports on Google (Alphabet) are proprietary, financial news and market analysis providers offer a compilation of ratings and price targets from a wide range of analyst firms. As of late August 2025, the consensus among analysts is a “Moderate Buy” rating, reflecting a cautiously optimistic outlook.
Summary of analyst ratings and price targets
Based on recent data from various financial analysis websites, here is a summary of the consensus opinion for Alphabet Inc. (GOOG/GOOGL):
- Consensus Rating: The average analyst consensus is a “Moderate Buy,” indicating that the majority of analysts see upside potential but with some reservations. TradingView shows an even stronger “Strong Buy” based on a large number of ratings.
- Average 12-Month Price Target: The average price target from surveyed analysts ranges from approximately $211.53 to $215.19 for the GOOGL and GOOG shares, respectively. This suggests a potential upside of a few percentage points from late August 2025 levels.
- Price Target Range:
- High: The highest price targets are in the $240 to $250 range [2.5].
- Low: The lowest price targets are in the $171 to $180 range.
- Recent Analyst Activity (mid-to-late 2025):
- Several firms, including JPMorgan Chase, Oppenheimer, and Raymond James, have reiterated or boosted their price targets after Alphabet’s strong Q2 2025 earnings report.
- Some firms have adjusted ratings. For example, BNP Paribas downgraded its rating in late June 2025, while Citizens JMP upgraded its rating around the same time.
Key analyst takeaways for Alphabet (GOOG)
Bullish points
- Solid Financials and AI Momentum: Alphabet’s Q2 2025 financial results were strong, with revenue and EPS exceeding expectations. Growth was driven by the rapid expansion of AI initiatives and demand for cloud solutions.
- Cloud Growth: Google Cloud continues to show strong revenue growth. Analysts see potential for further acceleration as AI infrastructure investments ramp up in the second half of 2025.
- AI Monetization: Analysts expect continued dominance in digital advertising and the successful launch and scaling of AI products like Gemini and AI Overviews to drive future revenue.
- Strategic Investments: The planned increase in capital expenditure to $85 billion for 2025 demonstrates a strong focus on AI leadership, expanding data centers, and cloud infrastructure.
Bearish points
- Increased Capital Expenditure: The significant increase in spending raised concerns among some investors about future margins and capital efficiency. Following the Q2 2025 report, the stock gave up most of its initial gains, reflecting this concern.
- Regulatory Risks: Ongoing antitrust litigation in the U.S. and intensifying regulatory scrutiny pose a persistent risk to Google’s operations and overall market position.
- Non-Core Losses: The “Other Bets” segment, which includes ventures like Waymo, continues to post operating losses. Questions remain about the viability and long-term return on these investments.
- Advertising Headwinds: Some analysts have noted potential challenges in the advertising segment due to tougher market comparisons, particularly from Asian retailers, and potential slowdowns in consumer spending.
Investment considerations
Investors should weigh the potential for strong growth fueled by Alphabet’s AI and cloud initiatives against the risks associated with heavy capital expenditure and increasing regulatory pressure. The current valuation is seen by some as presenting a “Growth at a Reasonable Price” opportunity, though recent high spending has tempered some of the market’s enthusiasm.
- Disclaimer: This is a summary of recent brokerage reports and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
PLEASE CONSULT YOUR FINANCIAL ADVISOR : Investors are encouraged to conduct thorough independent research and consult with financial advisors before making any investment decisions.