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Reading: TD Cowen Sees Upside in Alphabet (GOOGL) With Rising GenAI Adoption
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24x7Report > Blog > Finance > TD Cowen Sees Upside in Alphabet (GOOGL) With Rising GenAI Adoption
Finance

TD Cowen Sees Upside in Alphabet (GOOGL) With Rising GenAI Adoption

Last updated: 2025/09/20 at 9:38 PM
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TD Cowen Sees Upside in Alphabet (GOOGL) With Rising GenAI Adoption
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Alphabet Inc. (NASDAQ:GOOGL) is among the AI Stocks Analysts Are Tracking Closely. On September 16, TD Cowen raised the worth goal on the inventory to $270 from $240 whereas sustaining its Purchase ranking on the shares. The ranking affirmation follows the agency’s GenAl Public Cloud Survey.

The 2025 GenAI Public Cloud Survey has revealed that Google Cloud Platform (GCP) is the second-place alternative for firms contemplating extra cloud suppliers.

Survey outcomes exhibit that Google Cloud Platform, or GCP, had a strong exhibiting. Nonetheless, there’s nonetheless a niche between GCP and market leaders Amazon’s (AMZN) Amazon Internet Providers, or AWS, and Microsoft’s (MSFT) Azure.

GCP consciousness remained in third place on this 12 months’s survey at 80%, in comparison with 94% total for AWS and 93% for Azure. The metric was strongest within the Enterprise group, with 88% of respondents, versus 70% to 80% for all different enterprise teams.

Blackledge additionally famous that Google’s Gemini was the second hottest generative Al massive language mannequin, or LLM, suppliers.

“We requested respondents which firms present underlying LLMs for his or her GenAl instruments, and Google was the 2nd most commonly-used supplier (54% of respondents, rising from 50% in our 2024 survey). In the meantime, OpenAl was the best choice (73% of respondents), however declined considerably vs 82% in our prior 12 months’s survey, maybe indicating a shift in direction of a wider array of LLM suppliers.”

Alphabet Inc. (NASDAQ:GOOGL) is an American multinational expertise conglomerate holding firm wholly proudly owning the web large Google, amongst different companies.

See also  The ‘Largest Value-Creation Event in History’ Could Be Coming for Tesla Stock. Should You Buy Shares Now?

Whereas we acknowledge the potential of GOOGL as an funding, we imagine sure AI shares supply higher upside potential and carry much less draw back threat. When you’re in search of a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the best short-term AI stock.

READ NEXT: 10 AI Stocks You Should Not Ignore and 10 Trending AI Stocks on Wall Street.

Disclosure: None.

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TAGGED: Adoption, Alphabet, Cowen, GenAI, GOOGL, Rising, Sees, upside

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