---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000485247.md"
description: "Wells Fargo just upgraded $Alphabet - C(GOOG.US)  to Overweight, new target $387. Their thesis: "Capacity is king." Google expanding compute capacity from 15GW to 35GW by 2028, widening lead over hyperscaler peers. Cloud revenue estimates raised to 60% growth in 2026 . Stock at $315. Market sleeping on capacity advantage. 🏭"
datetime: "2026-02-24T07:57:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000485247.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000485247.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000485247.md)
author: "[beta-one](https://longbridge.com/en/profiles/16656248.md)"
generator: "portal-rs"
---

# Wells Fargo just upgraded $Alphabet - C(GOOG.US)  …


### Related Stocks

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

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