Bank of America Securities analyst Justin Post maintained a Buy rating for Alphabet and upheld a $370 price target, citing a pullback in February after the stock’s strong performance throughout 2025. This reaffirmation reflects confidence in Alphabet’s long-term growth prospects despite short-term consolidation.

Alphabet released its Gemini 3.1 Pro model, which delivered a 77.1% score on the ARC-AGI-2 benchmark, more than doubling the reasoning performance of Gemini 3 Pro. The company is also negotiating a $100 million investment in cloud startup Fluidstack at a $7.5 billion valuation and is increasing financial support for data center partners to bolster its AI chip market position.