What is Alphabet's target price from Morgan Stanley?

Morgan Stanley analyst Brian Nowak has set Alphabet's bull case target price at $415 per share.

How is Alphabet adapting to generative AI?

Alphabet is integrating generative AI features like AI Overviews and AI Mode into its products, and its Gemini app has reached 650 million monthly users.

What is Microsoft's projected market value?

Analysts project Microsoft could achieve a market value of $5.1 trillion with a target price of $700 per share.

Home / Business and Economy / AI Stocks: Alphabet & Microsoft Eye $5 Trillion

AI Stocks: Alphabet & Microsoft Eye $5 Trillion

16 Dec

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Summary

Analysts predict Alphabet and Microsoft could surpass $5 trillion market value.
Alphabet's AI innovations like Gemini and AI Overviews are driving growth.
Microsoft's target price implies significant upside from current share price.

AI Stocks: Alphabet & Microsoft Eye $5 Trillion

Certain Wall Street analysts are forecasting that tech giants Alphabet and Microsoft could each achieve market capitalizations surpassing $5 trillion in the coming year. Brian Nowak at Morgan Stanley has outlined a bull case for Alphabet with a target price implying 35% upside, while Michael Turrin at Wells Fargo has set a target for Microsoft that suggests 47% potential growth.

Alphabet is actively adapting to the generative AI landscape, integrating features like AI Overviews and AI Mode into its search engine, which has reportedly increased query volumes. Its Gemini application has already garnered 650 million monthly users, presenting future monetization opportunities. Furthermore, Google Cloud is expanding its market share, bolstered by its AI capabilities and leadership in large language models.