---
title: "Alphabet drops 4%, but analyst believes there is massive upside"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293056473.md"
description: "Alphabet shares dropped 4.4% to $354.46 following reports that its Gemini AI model is behind schedule and key talent has left for competitors. Despite this, Wall Street analysts maintain a bullish outlook with a consensus price target of $431.72, implying ~22% upside. Strong Q1 FY2026 results, including a 94% EPS beat and 63% cloud growth, support the view that Alphabet's full-stack moat remains intact despite recent executive departures."
datetime: "2026-07-17T15:39:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293056473.md)
  - [en](https://longbridge.com/en/news/293056473.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293056473.md)
---

# Alphabet drops 4%, but analyst believes there is massive upside

Quick ReadGOOGL dropped 4% on Gemini delay fears, but a 94% EPS beat and a $515 outlier price target suggest the selloff is overdone.MSFT rose while GOOGL fell 4%, yet Microsoft holds the largest analyst-implied upside at 39% among mega-cap AI peers despite the worst YTD performance.Are you ahead, or behind on retirement? SmartAsset's free tool can...

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