Google's revenue in its latest quarter reached $119.80B, up 24.2%, and Google Cloud grew 82% to $24.77B, but capex doubled to $44.92B, pushing free cash flow to -$5.86B. Long-term debt rose from $46.5B to $98.2B, and buybacks were suspended in Q2 2026. Shares trade at $347.86, up 12.03% year to date and 13.9% below their 52-week high of $403.96, while the consensus target of 62 analysts is $420.36. The article's model sets a base case of $438.32 (26.01% upside), and says reaching $500 by 2029 requires cloud backlog to convert to revenue on schedule, Gemini 4 keeping Google at the frontier, and free cash flow turning positive again.
Summary written by Upside AI from the original article. Read the source for full details.
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Related tickers and likely impact
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/14/2026 | 347.64 |
| Change that session | -1.74% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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