Google Search Growth Upgrades
Renewed strength in search growth is contributing to higher price targets for Google.
Too little corroboration in the last 3 days to call a trend (9 articles). Watching for it to gain traction.
A mix of mainstream and niche sources — coverage is broadening.
"For small businesses, maintaining accurate, relevant and competitive business information is becoming increasingly important. The launch comes as search itself is undergoing significant change."
"17% remains a strong rate for a business that just lodged a $63 billion quarter... This is a slowdown only in the sense that a very good number followed an even better one."
"Pitz also sees Google leading in search with mid-to-high-teens growth."
"He also expects full-year 2026 search growth of 16% and Cloud growth of 72%."
"Still, Google stock likely remains an attractive long-term investment, with the traditionally value-focused Berkshire Hathaway (NYSE: BRK.A, BRK.B) agreeing to participate in the initiative with a $10 billion investment, demonstrating recent decisions have done little to reduce confidence that led to the establishment of the original GOOGL position in 2025."
"At Anthropic’s current $965 billion valuation, that stake is worth roughly $135 billion. At a $1 trillion dollar IPO that could be worth $140 billion."
"Citizens analyst Andrew Boone raised the firm’s Alphabet (NASDAQ: GOOGL) price target from $385 to $515 on Monday, May 4, keeping an ‘Outperform’ rating."
"DA Davidson set a new $375 target, pointing to continued revenue acceleration."
"Goldman Sachs raised its price target from $400 to $450, citing renewed strength in search growth."