Roth Capital Boosts Alphabet’s Price Target to $205

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Roth Capital has named Alphabet as its top mega-cap pick for the remainder of 2025. On July 8, Roth raised the price target for Alphabet to $205 from $180 and maintained a “Buy” rating. Despite facing challenges from AI search competition and monopoly lawsuits, the firm is optimistic about Alphabet’s AI search progress. Roth believes Alphabet’s growing AI cloud business will likely fuel upside at its current valuation. The firm sees Alphabet as a “sentiment recovery play” for the second half of the year, predicting that its fundamentals will stay largely unchanged.

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Roth Capital has raised Alphabet’s stock price target to $205 from $180, keeping a “Buy” rating on the shares. This makes Alphabet its top mega-cap pick for the second half of 2025. The firm acknowledged two major challenges the company faces: competition in AI search and ongoing monopoly lawsuits. Despite these, Roth Capital remains optimistic, especially about Alphabet’s progress in AI search. The firm believes the tech giant’s growing AI Cloud business will provide significant upside potential, even at its current stock valuation.

Roth sees Alphabet as more than just a victim of market fluctuations, calling it a “sentiment recovery play” for the remainder of the year. This indicates that Roth expects investor sentiment to recover, driving the stock price higher, even if the underlying fundamentals stay stable. The firm’s outlook suggests that Alphabet is positioned to outperform despite external pressures.

Alphabet’s performance in AI has been closely watched, especially given its dominance in search and digital advertising. However, competition in AI search is heating up, which has put pressure on the company to innovate quickly. Still, Roth believes Alphabet has the resources and strategic vision to navigate these challenges.

In conclusion, Roth Capital’s decision to name Alphabet as its top pick for the second half of 2025 indicates strong confidence in the company’s long-term prospects. With its focus on AI and cloud services, Alphabet is poised to maintain its competitive edge despite the hurdles it faces. The firm’s upbeat outlook suggests that Alphabet could be on the verge of a successful comeback.