Is Alphabet Inc. (NASDAQ:GOOGL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Alphabet Inc. at current levels.
Waymo and Gemini are turning the AI-kills-Google story on its head, but the next leg needs Cloud margins to do the heavy lifting.
Where GOOGL is headed
Two years ago, the consensus story was that ChatGPT would gut Google Search the way Craigslist gutted newspapers. Today Search revenue is still growing double digits, Gemini is the default AI layer across 3 billion Android devices, and Waymo is doing more paid rides per week in Phoenix, LA, and San Francisco than Lyft does in some mid-tier US cities. The death-of-Google trade was the most crowded short thesis of 2024. It was wrong.
Read the full Compass Direction on GOOGL
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $364.26).
See the full GOOGL analysisGet calls like this, free
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Frequently asked questions
Is Alphabet Inc. (NASDAQ:GOOGL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Alphabet Inc. at current levels. Waymo and Gemini are turning the AI-kills-Google story on its head, but the next leg needs Cloud margins to do the heavy lifting.
What is GOOGL's Compass Score?
Alphabet Inc. scores 52/100 on Alexandria's Compass, placing it in the "Neutral" tier. Scores blend eight factors and update weekly.
What is the price target for GOOGL?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the GOOGL page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.