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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>Silin ChenSat, Jul 26, 2025, 8:47 PM 4 min readAnalysts turn heads with new Alphabet stock price target after earnings originally appeared on TheStreet.Alphabet’s solid earnings have investors feeling more confident in Google again.The company posted earnings of $2.31 per share on revenue of $96.43 billion, both ahead of Wall Street analysts' forecast.Search brought in $54.19 billion, while total ad revenue climbed to $71.34 billion, up 10% from last year. YouTube ads came in at $9.8 billion, slightly above expectations.Cloud was a standout, with revenue jumping 32% to $13.62 billion. Alphabet recently struck a deal with OpenAI to power ChatGPT using Google Cloud.Alphabet also raised its 2025 capital spending forecast to $85 billion, up from $75 billion in February, citing “strong and growing demand for our Cloud products and services.” CFO Anat Ashkenazi said spending will likely increase again in 2026.The upbeat report helped push Alphabet stock  (GOOGL)  closer to its all-time high. Shares closed at $194.08 on July 25, up more than 13% over the past month. That mirrors a broader bounce in tech stocks as optimism grows around AI and cloud.So far this year, however, Alphabet shares are still trailing the market, up just 1.91% compared to the S&P 500’s 8.62% gain.Despite Alphabet’s strong earnings, concerns around regulatory and competitive threats remain.Image source: Boris Streubel/Getty ImagesAlphabet’s latest earnings beat has prompted a wave of price target hikes from Wall Street analysts, though opinions split on how much upside is left.Bank of America analyst Justin Post raised his price target on Alphabet to $217 from $210 while maintaining a buy rating, following the company’s better-than-expected second-quarter results.Related: Analysts unveil bold Amazon stock price target before earningsThe analyst highlighted that both Cloud and Search outperformed expectations, calling them “a bright spot” in what he described as “another strong” quarter that suggests AI use is growing the market."Another stable qtr for Search results increases our confidence in the AI transition and should ease concerns on a potential revenue reset," the analyst wrote."We acknowledge growing users of OpenAI but think Street could be underappreciating potential AI driven upside for Search (more use, better ads) and Cloud," he added.JPMorgan raised its price target on Alphabet to $232 from $200 and reiterated an overweight rating, according to thefly.com.The firm believes Alphabet's AI-driven demand and accelerating backlog make Google Cloud a "bigger driver of the bull case going forward."Other firms also lifted their targets following the earnings beat, though with a more cautious tone.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,455.50 +30.50 (+0.47%)Dow Futures45,279.00 +195.00 (+0.43%)Nasdaq Futures23,574.00 +152.75 (+0.65%)Russell 2000 Futures2,290.70 +19.40 (+0.85%)VIX14.93 -0.46 (-2.99%)Gold3,343.80 +8.20 (+0.25%)PortfolioSign in to access your portfolioSign inTop gainersFIX Comfort Systems USA, Inc. 688.74 +125.91 (+22.37%)LYEL Lyell Immunopharma, Inc. 12.42 +2.01 (+19.31%)GNTX Gentex Corporation 27.42 +3.82 (+16.19%)NEGG Newegg Commerce, Inc. 34.31 +3.60 (+11.72%)DECK Deckers Outdoor Corporation 116.85 +11.91 (+11.35%)Top losersLBRDA Liberty Broadband Corporation 70.06 -16.58 (-19.14%)LBRDK Liberty Broadband Corporation 70.22 -16.53 (-19.05%)CHTR Charter Communications, Inc. 309.75 -70.25 (-18.49%)SNV Synovus Financial Corp. 49.61 -7.11 (-12.54%)PNFP Pinnacle Financial Partners, Inc. 91.56 -12.60 (-12.10%)Most activeINTC Intel Corporation 20.70 -1.93 (-8.53%)TSLA Tesla, Inc. 316.06 +10.76 (+3.52%)NVDA NVIDIA Corporation 173.50 -0.24 (-0.14%)LCID Lucid Group, Inc. 2.9200 -0.0700 (-2.34%)WBD Warner Bros. 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