---
title: "Ralph Schackart Reiterates Buy on Alphabet as Gemini-Powered AI Strategy Drives Record Search Usage and Broad Enterprise Adoption"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293572599.md"
description: "William Blair analyst Ralph Schackart reiterated a Buy rating on Alphabet (GOOG), citing record search usage driven by integrated AI Overviews and AI Mode, which has surpassed one billion monthly active users. Gemini is emerging as the core of Google's AI monetization, with adoption across nearly 90% of the Fortune 100. The strong performance of Gemini models and Gemma supports continued growth. Pivotal Research also maintained a Buy rating with a $475 price target."
datetime: "2026-07-23T07:05:23.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293572599.md)
  - [en](https://longbridge.com/en/news/293572599.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293572599.md)
---

# Ralph Schackart Reiterates Buy on Alphabet as Gemini-Powered AI Strategy Drives Record Search Usage and Broad Enterprise Adoption

William Blair analyst Ralph Schackart has maintained their bullish stance on GOOG stock, giving a Buy rating today.

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Ralph Schackart has given his Buy rating due to a combination of factors tied to Alphabet’s accelerating AI strategy and user engagement. He notes that integrating AI Overviews and AI Mode into a single interface has boosted search usage to record levels, while AI Mode has surpassed one billion monthly active users, all as Google drives down the cost to serve these advanced features.

He also emphasizes that Gemini is emerging as the central engine for Google’s AI monetization, with adoption across nearly 90% of the Fortune 100 and rapid uptake among developers and consumers. In his view, the rollout of specialized Gemini 3.6 and 3.5 models, along with strong traction for Gemma and the new Omni video model, underscores Alphabet’s broad, scalable AI portfolio and supports continued growth, justifying a Buy rating on the stock.

In another report released today, Pivotal Research also reiterated a Buy rating on the stock with a $475.00 price target.

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