Evidence
0%Speculative
OpinionFinancial·April 11, 2026
Mizuho: Google Cloud Revenue Could Reach $149B by 2027, Wall Street Too Conservative
Mizuho analyst Lloyd Walmsley argues Wall Street is underestimating Google Cloud, projecting cloud revenue could reach $149 billion by 2027, citing the Anthropic partnership, improved backlog trends, and TPU-related revenue upside.
Evidence Strength
Evidence
0%Speculative
Source: commentary
Single publisher source
Limited sourcing — treat with caution
Insights
First tracked
April 11, 2026
Last updated
April 11, 2026
Sources
1 source
Related Developments
Bloomberg Analyst: Broadcom-Google Deal Validates AI Infrastructure Demand Competing with NvidiaBroadcom's Long-Term Google TPU Deal Through 2031 Drives 12% Stock Rally Amid AI Infrastructure CompetitionBroadcom Secures Custom Chip Deals with Google and AnthropicGoogle Cloud Engineers Contribute Major PostgreSQL Improvements Including Active-Active ReplicationWolfe Research and Mizuho Issue Divergent Price Targets on Alphabet
Sources (1)
Source Timeline
Analysts Love Alphabet Stock — They Just Can’t Agree On a Direction24/7 Wall St·Apr 11
Evidence Strength
Evidence
0%Speculative
Source: commentary
Single publisher source
Limited sourcing — treat with caution
Insights
First tracked
April 11, 2026
Last updated
April 11, 2026
Sources
1 source
Related Developments
Bloomberg Analyst: Broadcom-Google Deal Validates AI Infrastructure Demand Competing with NvidiaBroadcom's Long-Term Google TPU Deal Through 2031 Drives 12% Stock Rally Amid AI Infrastructure CompetitionBroadcom Secures Custom Chip Deals with Google and AnthropicGoogle Cloud Engineers Contribute Major PostgreSQL Improvements Including Active-Active ReplicationWolfe Research and Mizuho Issue Divergent Price Targets on Alphabet