Alphabet Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 3, 2026	Rosenblatt	Scott Devitt—	+18.7%	$410 → $410	Maintained	Buy
Aug 20, 2026	Rosenblatt	Scott Devitt—	+18.7%	$410	Assumes	Buy
Jul 23, 2026	UBS	Stephen Ju—	+9.8%	$400 → $379	Maintained	Neutral
Jul 23, 2026	Morgan Stanley	Brian Nowak—	+15.8%	$415 → $400	Maintained	Overweight
Jul 23, 2026	Truist Securities	Youssef Squali—	+21.6%	$430 → $420	Maintained	Buy
Jul 23, 2026	BMO Capital	Brian Pitz—	+34.7%	$455 → $465	Maintained	Outperform
Jul 23, 2026	DA Davidson	Gil Luria—	+1.4%	$375 → $350	Maintained	Neutral
Jul 23, 2026	RBC Capital	Brad Erickson—	+23.1%	$425 → $425	Maintained	Outperform
Jul 23, 2026	Roth Capital	Rohit Kulkarni—	+27.4%	$435 → $440	Maintained	Buy
Jul 23, 2026	Wedbush	Ygal Arounian—	+28.9%	$445 → $445	Maintained	Outperform
Jul 23, 2026	Barclays	Ross Sandler—	+23.1%	$405 → $425	Maintained	Overweight
Jul 23, 2026	Wells Fargo	Ken Gawrelski—	+19.0%	$418 → $411	Maintained	Overweight
Jul 23, 2026	Cantor Fitzgerald	Deepak Mathivanan—	+21.6%	$435 → $420	Maintained	Overweight
Jul 23, 2026	Piper Sandler	Thomas Champion—	+14.4%	$445 → $395	Maintained	Overweight
Jul 23, 2026	Rosenblatt	Barton Crockett—	+13.8%	$393 → $393	Maintained	Neutral
Jul 23, 2026	Pivotal Research	Jeffrey Wlodarczak—	+37.6%	$470 → $475	Maintained	Buy
Jul 22, 2026	Citizens	Andrew Boone—	+49.1%	$515 → $515	Maintained	Market Outperform
Jul 21, 2026	Wells Fargo	Ken Gawrelski—	+26.8%	$416 → $438	Maintained	Overweight
Jul 17, 2026	BMO Capital	Brian Pitz—	+31.8%	$435 → $455	Maintained	Outperform
Jul 16, 2026	Wedbush	Ygal Arounian—	—	—	Assumes	Outperform
Jul 13, 2026	UBS	Stephen Ju—	+15.8%	$410 → $400	Maintained	Neutral
Jul 10, 2026	Keybanc	Justin Patterson—	+28.9%	$425 → $445	Maintained	Overweight
Jul 2, 2026	Wells Fargo	Ken Gawrelski—	+20.5%	$435 → $416	Maintained	Overweight
Jun 30, 2026	Morgan Stanley	Brian Nowak—	+20.2%	$375 → $415	Maintained	Overweight
Jun 3, 2026	Needham	Laura Martin—	+30.3%	$450 → $450	Maintained	Buy

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 3, 2026

Rosenblatt

Scott Devitt—

+18.7%

$410 → $410

Maintained

Buy

Aug 20, 2026

Rosenblatt

Scott Devitt—

+18.7%

$410

Assumes

Buy

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