Earnings reaction · GOOGL

How analysts reacted to Alphabet (Google)’s results

Alphabet (Google) reported on October 28, 2026 (quarter ended Sep 2026). In the next sessions, 25 Wall Street firms published notes: 21 cut their price target and 3 kept it unchanged. The median target of the 24 firms with a before-and-after figure went from $425 to $383 (−10%). 1 firm downgraded it. The shares fell 12% on Oct 29, the first session after the report.

Oct 28, 2026 reported25 firms0 raised21 cut
Median target$425 → $383−10% · 24 firms
Target changes0 raised21 cut · 3 kept · 0↑ 1↓ ratings
Share move−12%Oct 29 · $324.89 → $285.04
EPS vs consensusMissed 28%2.12 vs 2.94 expected

Every firm’s call 25

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Alphabet (Google) consensus today

Before After Share price
GuggenheimBuy$450$450KeptOct 29
Canaccord GenuityBuy$450$450KeptOct 29
MizuhoBuy$460$460KeptOct 29
TruistBuy$420$410−2%Oct 29
EvercoreBuy$450$435−3%Oct 29
BarclaysBuy$425$405−5%Oct 29
BairdBuy$400$380−5%Oct 29
TD CowenBuy$485$460−5%Oct 29
RBC CapitalBuy$425$400−6%Oct 29
KeyBancBuy$410$385−6%Oct 29
Morgan StanleyBuy$400$375−6%Oct 29
MoffettnathansonBuy$370$345−7%Oct 29
RosenblattBuy$410$380−7%Oct 29
BMO CapitalBuy$480$425−11%Oct 29
Goldman SachsBuy$435$385−11%Oct 29
Bank of AmericaBuy$430$380−12%Oct 29
JP MorganBuy$425$375−12%Oct 29
UBSHold$380$332−13%Oct 29
SusquehannaBuy$460$400−13%Oct 29
Piper SandlerBuy$400$345−14%Oct 29
DA DavidsonHold$350$300−14%Oct 29
BernsteinHold$385$325−16%Oct 29
CitiBuy$447$375−16%Oct 29
CantorBuy$420$350−17%Oct 29
Citizens JMPDowngradeHold$450——Oct 29

Earlier Alphabet (Google) reports

Reported Jul 22, 20263 raised · 9 cut · 6 kept18 firms reactedMedian target −3%Shares −7%Reported Apr 29, 202623 raised · 0 cut · 0 kept24 firms reactedMedian target +10%Shares +10%Reported Feb 4, 202619 raised · 0 cut · 2 kept21 firms reactedMedian target +10%Shares −2%

Latest earnings reactions

KLAOct 281 raised · 10 cut · 0 kept11 firms reactedMedian target −10%Shares +6%MicrosoftOct 2821 raised · 0 cut · 2 kept23 firms reactedMedian target +5%Shares −1%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%TeslaOct 217 raised · 0 cut · 4 kept12 firms reactedMedian target +7%Shares +3%Texas InstrumentsOct 219 raised · 2 cut · 2 kept13 firms reactedMedian target +8%Shares +2%

All earnings reactions

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

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.