Alphabet Inc. (NASDAQ: GOOGL) is a top AI stock, with Cantor Fitzgerald analyst Deepak Mathivanan giving a Neutral rating and $310.00 price target. Gemini 3 AI model deployment in FY26 could bring long-term benefits, though near-term valuation remains a concern.

Gemini 3 AI model by Alphabet is being kept confidential, but advancements include scaling pre-training, training on large TPU compute, efficiency gains on compute utilization, and leveraging training data from Google services. Other AI labs may catch up to Gemini 3 in 6-12 months.

Alphabet’s Gemini 3 may face competition as other AI labs start to make progress with training runs on larger infrastructure. Despite this, the firm is optimistic for 2026, but expects near-term consolidation following recent outperformance.

Alphabet Inc. (NASDAQ: GOOGL) is an American multinational technology conglomerate holding company that wholly owns Google. While GOOGL is promising, there are other AI stocks with greater upside potential and lower downside risk. Consider exploring undervalued AI stocks for investment opportunities.

Read more at Yahoo Finance: Cantor Reiterates Neutral on Alphabet (GOOGL), Citing Long-Term AI Upside From Gemini 3