StreetInsider.com News Articles

Needham Reiterates Buy Rating on Alphabet (GOOGL): Google should NOT cut CapX

Fri, 13 Mar 2026 07:08:43 -0400

Needham analyst Laura Martin reiterated a Buy rating and $400.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst commented: "A common question we get from GOOGL shareholders is - Should GOOGL cut its CapX spending? Based on the work in this report, our answer is "NO", because:

GOOGL will self-fund 100% of its CapX between FY25A and FY28E from its FCF, we calculate:
Investing its "winner-take-most" economics from the last tech platform disruption (the Internet), to fund the next one (GenAI), is GOOGL's highest ROIC option available for its FCF, we calculate;
Monetizing GOOGL's global consumer data through enterprises paying Cloud license fees and/or

Needham Reiterates Buy Rating on Alphabet (GOOGL): Google should NOT cut CapX

Fri, 13 Mar 2026 07:08:43 -0400

Needham analyst Laura Martin reiterated a Buy rating and $400.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst commented: "A common question we get from GOOGL shareholders is - Should GOOGL cut its CapX spending? Based on the work in this report, our answer is "NO", because:

GOOGL will self-fund 100% of its CapX between FY25A and FY28E from its FCF, we calculate:
Investing its "winner-take-most" economics from the last tech platform disruption (the Internet), to fund the next one (GenAI), is GOOGL's highest ROIC option available for its FCF, we calculate;
Monetizing GOOGL's global consumer data through enterprises paying Cloud license fees and/or

Needham Reiterates Buy Rating on Alphabet (GOOGL): Google should NOT cut CapX

Fri, 13 Mar 2026 07:08:43 -0400

Needham analyst Laura Martin reiterated a Buy rating and $400.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst commented: "A common question we get from GOOGL shareholders is - Should GOOGL cut its CapX spending? Based on the work in this report, our answer is "NO", because:

GOOGL will self-fund 100% of its CapX between FY25A and FY28E from its FCF, we calculate:
Investing its "winner-take-most" economics from the last tech platform disruption (the Internet), to fund the next one (GenAI), is GOOGL's highest ROIC option available for its FCF, we calculate;
Monetizing GOOGL's global consumer data through enterprises paying Cloud license fees and/or

Needham Reiterates Buy Rating on Alphabet (GOOGL): Google should NOT cut CapX

Fri, 13 Mar 2026 07:08:43 -0400

Needham analyst Laura Martin reiterated a Buy rating and $400.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst commented: "A common question we get from GOOGL shareholders is - Should GOOGL cut its CapX spending? Based on the work in this report, our answer is "NO", because:

GOOGL will self-fund 100% of its CapX between FY25A and FY28E from its FCF, we calculate:
Investing its "winner-take-most" economics from the last tech platform disruption (the Internet), to fund the next one (GenAI), is GOOGL's highest ROIC option available for its FCF, we calculate;
Monetizing GOOGL's global consumer data through enterprises paying Cloud license fees and/or

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

The analyst comments (emphasis Street Insider):"Model-Specific Observations. 1) Anthropic: Maintains a 3-tier structure (Opus/Sonnet/Haiku). Pricing rose modestly across Sonnet & Haiku reflecting enhanced thinking capabilities and context windows. Opus pricing declined with the release of 4.5 as the model repositioned for broader enterprise adoption, but still at a premium to competitor frontier models. 2) OpenAI: OpenAI offers the broadest model portfolio spanning GPT variants, reasoning models, and GPT-4.1/5 successors, with marked price cuts on GPT 5 flagship models partially offset by premium pricing on new GPT 5 Pro

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest

Thu, 12 Mar 2026 08:46:27 -0400

RBC Reviews AI Model Pricing, Scales Output Pricing List from Highest to Lowest.

Google completes acquisition of cloud security firm Wiz