Berkshire raised its Alphabet stake 658% last quarter, and 24/7 Wall St. rates GOOG a BUY with a $445 price target.
Alphabet trades at 17x trailing P/E versus Microsoft’s 28x and Meta’s 22x, making GOOG the cheapest mega-cap AI name by valuation
Google Cloud’s $514 billion backlog and 82% revenue growth support a $511 bull case, while massive 2026 capex remains the key risk. The most widely read finance newsletter on Substack isn’t published by a bank, it’s Doomberg, where 383,000+ readers get the energy and macro analysis the mainstream press misses. 24/7 Wall St. readers save 17% on their first year here. Berkshire Hathaway’s blockbuster increase in its Alphabet position has turned investor attention to the search giant.
The stock has cooled from summer highs even as Google Cloud accelerates and Gemini adoption explodes. Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG) is $445.49, implying 29.68% upside from Friday’s close of $343.54. Our recommendation is buy, with a 90% confidence level. 24/7 Wall St.