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Morgan Stanley maintains 'Overweight' rating for Alphabet, raises TPU revenue forecast
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Morgan Stanley has reaffirmed its 'Overweight' rating for Alphabet Inc. (GOOGL) and increased its revenue forecast for Alphabet's Tensor Processing Units (TPUs) to $27 billion per gigawatt (GW). This adjustment reflects the growing demand for AI infrastructure and Alphabet's strategic investments in custom hardware.
Punti chiave
- Morgan Stanley maintains 'Overweight' rating for Alphabet, raises TPU revenue forecast to $27B per GW.
- Alphabet's stock price slightly declined by 0.4% to $340.65 on August 27, 2026.
- Analyst target price for Alphabet set at $428, indicating a potential upside of approximately 25.7% from the current price.
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