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Wall Street Sees Google’s Cloud and AI Engine Driving Fresh Upside Into 2026

Analysts expect Google’s cloud and artificial intelligence momentum to carry into 2026, with forecasts pointing to roughly 23% upside in the stock. Strong enterprise demand pushed Google Cloud’s backlog to a record $155 billion, reinforcing confidence in sustained revenue growth. While heavy AI infrastructure spending may slow earnings growth, many analysts believe cloud scale and AI integration across search could support higher valuations.

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