What the analyst said

Stifel analyst Mark Kelley raised the price target on Alphabet (NASDAQ: GOOGL) to $346.00 (from $333.00) while maintaining a Buy rating.

“Our checks suggest that 4Q advertising results (both Search & YouTube) should be ahead of the Street and Cloud estimates seem reasonable here.

The setup is a bit tougher than it has been, given the recent run following the latest Gemini release, but we see the stock working higher post-print if fundamentals shake out the way we expect.

The wildcard here is what OpenAI releases in the coming months, which could lead to GOOGL taking a break from its rally.

GOOGL remains one of our top picks in 2026.”

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Where the price stands

GOOGL trades at $288. The 31 analysts who set a target in the last 3 months range from $300 to $485, with a median of $400. This $346 target is 14% below the median.

Since the note GOOGL has moved −13% (from $331). 12-month window: day 290 of 365, closes on January 23, 2027.

Track record

This call✓ Target reached on April 27, 2026, 3 months after the note.

Firm track recordStifel: 83% of its 42 targets at least a year old were reached within 12 months (#6 of 26 firms). Accuracy ranking →

Stifel on Alphabet (Google)

Stifel price targets on Alphabet (Google)

5 calls from January 23, 2026 to May 20, 2026. The target went from $346 to $420 (+21%). The rating stayed Buy.

Stifel targetGOOGL share price
  1. May 20, 2026Kept the $420 targetBuy$420
  2. April 30, 2026Target raised from $387 (+9%)Buy$420
  3. April 13, 2026Target cut from $395 (−2%)Buy$387
  4. February 5, 2026Target raised from $346 (+14%)Buy$395
  5. January 23, 2026 This noteEarliest call shownBuy$346
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Other analysts on Alphabet (Google)

JP MorganBuy Kept ratingReiterated Nov 9 Wells FargoBuy Cut price target −2%, kept ratingCut target Nov 2 $365from $371−2% Wells FargoBuy Cut price target −11%, kept ratingCut target Oct 30 $371from $417−11% TD CowenBuy Cut price target −5%, kept ratingCut target Oct 29 $460from $485−5% BMO CapitalBuy Cut price target −11%, kept ratingCut target Oct 29 $425from $480−11%
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.