In 2026, Alphabet increasingly looks not like a company being weakened by AI, but like one of the key beneficiaries of the AI cycle. For Q1 2026, revenue reached $109.9 billion, up 22% year over year, while net income accelerated significantly. The market interpreted this as confirmation that AI is strengthening, rather than disrupting, Google’s business.
The most important shift is that Search remains resilient and continues to grow. Alphabet has demonstrated that its core search business retains its strength even amid AI-driven changes, while AI features within search are boosting user engagement and expanding use cases across the Google ecosystem.
The second strong driver is Google Cloud. Cloud revenue grew rapidly and exceeded $20 billion for the quarter, reinforcing the perception of Alphabet as a полноценная AI infrastructure platform rather than just a search advertising company. Against this backdrop, the market increasingly views Alphabet as a combination of Search, Cloud, and an AI platform with long-term growth potential.
At the same time, the investment case has become more demanding in terms of execution quality. The company is sharply increasing capex to build AI infrastructure, data centers, and compute capacity. As a result, the key question is no longer demand for AI, but how effectively Alphabet can monetize that demand. This is why sentiment on GOOGL remains bullish, but with increased focus on margins, AI monetization, and regulatory risks.
I still maintain a bullish outlook on GOOGL shares, with a minimum upside target at the psychological $400 level. However, as noted earlier in Google holds at all-time highs, but correction risks grow, profit-taking on long positions during rallies remains possible.
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