How analysts reacted to Alphabet (Google)’s results
Alphabet (Google) reported on February 4, 2026 (quarter ended Dec 2025). In the next sessions, 21 Wall Street firms published notes: 19 raised their price target and 2 kept it unchanged; none cut. The median target of the 21 firms with a before-and-after figure went from $350 to $385 (+10%). The shares fell 2% on Feb 4, the day of the report.
Every firm’s call 21
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 16% ($278.88 on Oct 30), against a median target of $385 from these firms. Alphabet (Google) consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Rosenblatt | Hold | $279 | $357 | +28% | Feb 5 | |
 Needham | Buy | $330 | $400 | +21% | Feb 5 | |
 Barclays | Buy | $315 | $360 | +14% | Feb 5 | |
 Stifel | Buy | $346 | $395 | +14% | Feb 5 | |
 Citi | Buy | $350 | $390 | +11% | Feb 5 | |
 Truist | Buy | $350 | $385 | +10% | Feb 5 | |
 Piper Sandler | Buy | $365 | $395 | +8% | Feb 5 | |
 Baird | Buy | $350 | $375 | +7% | Feb 5 | |
 Goldman Sachs | Buy | $375 | $400 | +7% | Feb 5 | |
 RBC Capital | Buy | $375 | $400 | +7% | Feb 5 | |
 Canaccord Genuity | Buy | $390 | $415 | +6% | Feb 5 | |
 DA Davidson | Hold | $300 | $310 | +3% | Feb 5 | |
 Bernstein | Hold | $335 | $345 | +3% | Feb 5 | |
 KeyBanc | Buy | $360 | $370 | +3% | Feb 5 | |
 Wedbush | Buy | $360 | $370 | +3% | Feb 5 | |
 JP Morgan | Buy | $385 | $395 | +3% | Feb 5 | |
 Mizuho | Buy | $400 | $410 | +2% | Feb 5 | |
 Wells Fargo | Hold | $350 | $354 | +1% | Feb 5 | |
 UBS | Hold | $345 | $348 | +1% | Feb 5 | |
 Cantor | Buy | $370 | $370 | Kept | Feb 5 | |
 Raymond James | Buy | $400 | $400 | Kept | Feb 5 |
Earlier Alphabet (Google) reports
Latest earnings reactions
IntelOct 290 raised · 19 cut · 2 kept24 firms reactedMedian target −23%Shares −29%
RivianOct 290 raised · 4 cut · 2 kept6 firms reactedMedian target −6%Shares +6%
KLAOct 281 raised · 10 cut · 0 kept11 firms reactedMedian target −10%Shares +5%
MicrosoftOct 2822 raised · 0 cut · 2 kept25 firms reactedMedian target +5%Shares 0%
Lam ResearchOct 210 raised · 6 cut · 0 kept6 firms reactedMedian target −10%Shares −12%
MetaOct 2118 raised · 3 cut · 5 kept28 firms reactedMedian target +2%Shares −7%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true