Analyst Colin Sebastian maintains a Buy rating on Alphabet due to its strong market position, promising growth in Cloud, and AI-driven investments despite some operating cost concerns.
Sebastian notes that Alphabet’s nearly 30% growth in its Cloud division and its ability to support significant data center expansions are critical for future success.
Despite potential risks to consensus forecasts, the expected revenue growth in Search, YouTube, and Cloud reinforces the positive outlook and the Buy rating on Alphabet.
Both Robert W. Baird and Needham maintain Buy ratings on Alphabet, illustrating a strong confidence in the company’s potential for future growth and resilience.
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