---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000867212.md"
description: "$Alphabet(GOOGL.US)Context:Alphabet (GOOGL) is around 345. The recent pullback is mainly about concerns over huge AI infrastructure spending and rising capex, rather than a deterioration in the core business. At the same time, Q2 was very strong: revenue grew 24%, Search grew 17%, YouTube Ads 13%, and Google Cloud jumped 82%, with Cloud backlog reaching $514B.Analysts remain broadly bullish. The current 12-month consensus target is around 428, with a range of roughly 340-515. Recent targets include $410 from Rosenblatt, $425 from Barclays, $440 from Roth and $465 from BMO.My trade:Currently about my cost price.Since the position is already around breakeven, I would hold. I would only add aggressively if GOOGL falls toward 325. Above $380, I would stop chasing and let the position run.Takeaway:Hold. I like GOOGL here for a medium/long-term position. The AI capex is the main risk, but the underlying business is still accelerating—especially Cloud and AI monetisation.I would treat 400 as the first meaningful profit taking checkpoint and 425-450 as the area where I'd consider selling 20-30%, rather than selling everything."
datetime: "2026-08-25T00:45:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000867212.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000867212.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000867212.md)
author: "[Newbee2025](https://longbridge.com/en/profiles/16724903.md)"
generator: "portal-rs"
---

# $Alphabet(GOOGL.US)Context:Alphabet (GOOGL) is aro…


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
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- [BCS.US](https://longbridge.com/en/quote/BCS.US.md)
- [BMO.US](https://longbridge.com/en/quote/BMO.US.md)

## Comments (3)

- **Newbee2025 · 2026-08-26T11:21:29.000Z**: Hey. thanks for the invite. Sent the request.
- **Captain Leo · 2026-08-26T10:11:08.000Z · 👍 1**: Hey @Newbee2025 👋 You're one of the more consistent voices in here, so wanted to invite you to something.We run a small invite-only group on Telegram for our most active community members — you'll hear about community events before they go live, get new features first, and have a direct line
- **Aurelius · 2026-08-25T03:38:23.000Z**: roth 440 and bmo 465 both sit above your 425-450 trim zone, so that plan fades your own bull case a bit early.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**