Analysts Set $348 Target for Google After February Dip

Analysts Set 8 Target for Google After February Dip

By David Beren
Publication Date: 2026-02-16 19:00:00

© JHVEPhoto / iStock Editorial via Getty Images

If you’re watching shares of Google (NASDAQ:GOOG), which dropped 5.3% over the past week, it won’t come as any surprise that it coincides with a shift in retail investor sentiment on Reddit. Despite the pullback, sentiment remains predominantly bullish, with 86% of discussions leaning positive across r/wallstreetbets and r/investing. The attention stems from Google’s Q4 2025 earnings report, filed on February 4, in which Google Cloud revenue surged 48% to $17.7 billion, and the company announced its Gemini 3 launch milestone.


An infographic titled 'Alphabet (GOOG) Investment Profile' presented on a white background with a green header. Section 1, 'THE INVESTMENT', shows a globe icon and lists 'Alphabet Inc. (GOOG)', 'Nasdaq', 'Market Cap: $3.70 Trillion', 'Current Price: $306.02 (as of Feb 13, 2026)', and 'Q4 '25 Google Cloud Revenue Surge: 48% to $17.7B' with an upward arrow. Section 2, 'SOCIAL SENTIMENT SCORE', features a large circular gauge chart with a score of '69.4 Bullish (Avg Score, Past Week)' in the center, indicating 86% of discussions leaning positive. Below it is a line graph showing 'Sentiment Trend (Past Week)'. Section 3, 'WHAT IS DRIVING THAT SCORE TODAY', displays three columns with icons and text. The first column, 'AI Leadership & Gemini 3', has a brain and gear icon, listing achievements like 'Gemini 3 launch milestone highlighted by CEO Sundar Pichai', 'Gemini controls 21% of enterprise LLM market', and '78% Reduction in Gemini Serving Costs in 2025'. The second column, 'Waymo Expansion', has a self-driving car icon, noting 'Waymo begins deploying next-gen Ojai Robotaxis' and 'Generated significant engagement on r/investing'. The third column, 'Market Optimism & Buying Opportunity', has a bull icon, stating 'Top Reddit post:

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This infographic outlines Alphabet’s (GOOG) investment profile, including its market cap and recent Google Cloud revenue surge, alongside its current bullish social sentiment score of 69.4, driven by key strategic advancements.


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