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Wells Fargo Upgrades Alphabet, Predicts 24% Growth Surge

2/25/2026

25 5 Full Breakdown

Summary

Story summary

Wells Fargo upgraded Alphabet to overweight, lifting its price target from $354 to $387 to signal about 24% upside.
Analyst Ken Gawrelski cites Google's AI infrastructure, data, and distribution advantages, predicting cloud revenue growth and compute capacity.
Alphabet's Q4 earnings showed earnings per share (EPS) of $2.82 and revenue of $113.83 billion, ahead of estimates.
Shares have risen 75% over the past year, despite a recent dip.

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Story summary

Wells Fargo upgraded Alphabet to overweight, lifting its price target from $354 to $387 to signal about 24% upside.
Analyst Ken Gawrelski cites Google's AI infrastructure, data, and distribution advantages, predicting cloud revenue growth and compute capacity.
Alphabet's Q4 earnings showed earnings per share (EPS) of $2.82 and revenue of $113.83 billion, ahead of estimates.
Shares have risen 75% over the past year, despite a recent dip.