Analyst Names Alphabet Top Pick Ahead Of Cloud Next 2026

Benzinga_recent_news01:58

The firm named the tech giant a “Top Pick” just days before the Google Cloud Next event in Las Vegas. Anmuth highlighted Google Cloud’s rising importance to Alphabet’s bottom line. The segment is now ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2629534778?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/04/20/Smartphone-Screen-Displays-Alphabet-Inc-.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-04-21 01:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2629534778","market":"hk","top_or_hot":-1,"title":"Analyst Names Alphabet Top Pick Ahead Of Cloud Next 2026","media":"Benzinga_recent_news","content":"<div>\n<p>The firm named the tech giant a “Top Pick” just days before the Google Cloud Next event in Las Vegas.\nAnmuth highlighted Google Cloud’s rising importance to Alphabet’s bottom line. The segment is now ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51922437/analyst-names-alphabet-top-pick-ahead-of-cloud-next-2026\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analyst Names Alphabet Top Pick Ahead Of Cloud Next 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalyst Names Alphabet Top Pick Ahead Of Cloud Next 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-21 01:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51922437/analyst-names-alphabet-top-pick-ahead-of-cloud-next-2026><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The firm named the tech giant a “Top Pick” just days before the Google Cloud Next event in Las Vegas.\nAnmuth highlighted Google Cloud’s rising importance to Alphabet’s bottom line. The segment is now ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51922437/analyst-names-alphabet-top-pick-ahead-of-cloud-next-2026\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51922437/analyst-names-alphabet-top-pick-ahead-of-cloud-next-2026","article_id":"2629534778","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/04/20/Smartphone-Screen-Displays-Alphabet-Inc-.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51922437/analyst-names-alphabet-top-pick-ahead-of-cloud-next-2026","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2629534778","pubTimestamp":1776707880,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Alphabet eyes AI-led cloud surge at Google Cloud Next 2026; JPMorgan sees strong growth, margin upside, and reiterates $395 PT.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"分析师将Alphabet列为Cloud Next 2026之前的首选","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b4f3dabd47899cf738f65dfe626e22f0","symbols_score_info":{"AMZN":0.6,"SOCL":0.69,"AAPL":0.6,"GOU":0.6,"GOOW":0.6,"USJW.SI":0.6,"GOOY":0.6,"GOOGL":1.96,"TSLA":0.6,"GOOP":0.6,"GGLS":0.6,"MSFT":0.6,"NVDA":0.6,"META":0.6,"GOOX":0.6,"GGLL":0.6},"content_text":"The firm named the tech giant a “Top Pick” just days before the Google Cloud Next event in Las Vegas.\nAnmuth highlighted Google Cloud’s rising importance to Alphabet’s bottom line. The segment is now the company’s second-largest business. JPMorgan expects Cloud to represent roughly 19% of total revenue in 2026.\nThe analyst noted that the Cloud backlog surged 160% year-over-year to $240 billion in late 2025. “While Cloud Next has not been a major catalyst for GOOG/L shares in the past, we believe the event carries more weight this year,” Anmuth wrote.\nJPMorgan expects the upcoming conference to focus on “Agentic Cloud.” This involves AI agents coordinating multi-step workflows. Anmuth believes these agents make Google Cloud usage “recurring & much harder for customers to rip out.”\nThis shift supports the analyst’s projection for margin expansion. JPMorgan models Cloud operating margins hitting 27.9% in 2026. This growth comes despite heavy infrastructure spending.\nAlphabet is leaning into heavy capital expenditures. The company’s 2026 guide sits between $175 billion and $185 billion. Anmuth noted that recent deals for Wiz worth $32 billion and Intersect Power worth $4.75 billion strengthen Google’s position.\nThe Wiz deal signals that security is a “top strategic priority.” Meanwhile, Intersect Power provides solar and battery storage to bypass grid congestion.\nStock Price Activity: Alphabet shares were down 0.86% at $338.73 at the time of publication on Monday, according to Benzinga Pro data.\nPhoto by nikkimeel via Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2629534778","isCrawlerRequest":true}