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Evercore Sees Alphabet Gaining Share in Search; Gemini and TPUs Drive Upside

Sep 22, 2026, 8:41 AM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Positive read on core search strength and AI momentum (Gemini) supports ad revenue downside protection and potential multiple expansion; Evercore’s ~30% upside target reinforces upside case.

AI summary

What happened, with direct paths to the underlying reporting

Evercore ISI’s Mark Mahaney argues Alphabet’s core search position is strengthening, a key driver for revenue and profits. He notes Gemini is narrowing the AI gap with ChatGPT, and TPUs could fuel another growth cycle, with a Gemini 4 frontier model expected later this year. The combination of improving search, AI progress, and analyst-dictated upside supports near-term GOOG/GOOGL upside.

  • Evercore: Google search position strengthens; key driver of profitability.
  • Gemini narrows AI gap with ChatGPT to about 3 percentage points.
  • Gemini 4 frontier model expected later this year; TPUs may drive growth.
  • Analysts cite ~30% upside to Alphabet price target from Evercore view.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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