# Wall Street Is Bullish on These 3 Tech Giants. Here’s Where I’d Put My Money > Source: > Published: 2026-08-21 13:00:20+00:00 Among the three tech giants Wall Street is upgrading, **Google** ([NASDAQ:GOOG](https://247wallst.com/companies/GOOG/) | [GOOG Price Prediction](https://247wallst.com/companies/goog/price-prediction)) at $337.69 screens as the most compelling setup. **Apple** ([NASDAQ:AAPL](https://247wallst.com/companies/AAPL/)) at $316.94 and **Broadcom** ([NASDAQ:AVGO](https://247wallst.com/companies/AVGO/)) at $364.50 also carry consensus bullish tags, but Alphabet offers the sharpest mix of growth, valuation, and AI leverage. All three sit inside the [AI capex boom](https://247wallst.com/investing/2026/05/01/hyperscalers-hit-700-billion-in-2026-ai-spending-plans/) from different angles. Apple monetizes AI through hardware and a $30 billion Services engine, unveiling all-new Siri AI at WWDC26. Broadcom supplies custom XPUs and networking silicon powering hyperscalers, including Google itself. Alphabet runs the stack: TPUs, Gemini models, cloud, Search, and YouTube. Over the past year, GOOG is up 69.23%, AAPL 37.93%, and AVGO 23.81%. Only one still trades like a value stock. ## Why Alphabet Wins [Google’s Q2 delivered $119.8 billion in revenue](https://s206.q4cdn.com/479360582/files/doc_financials/2026/q2/2026q2-alphabet-earnings-release.pdf), up 24%, with Cloud accelerating 82% to $24.8 billion and backlog swelling to $514 billion. The Gemini app has 950 million monthly active users, API traffic runs at 22 billion tokens per minute, and nearly 90% of Fortune 100 companies use Gemini Enterprise. GOOG trades at a trailing P/E of 17 against forward 17, with a PEG of 0.93. Apple sits at 36 trailing, 32 forward. Broadcom trades at 60 trailing. Google’s Q2 EPS of $9.11 against a $2.88 estimate was inflated by equity gains, but core operating income still rose 30% to $40.8 billion. ## Where Apple and Broadcom Fall Short Broadcom’s numbers dazzle. [AI semiconductor revenue](https://247wallst.com/investing/2026/02/02/broadcom-and-tsmc-emerge-as-big-winners-in-custom-ai-chip-boom/) was $10.8 billion, up 143%, with Q2 bookings over $30 billion and guidance for $56 billion in fiscal 2026 AI revenue. The stock fell 12.88% in the past week as investors reassess the 60x multiple. Apple’s Q3 was solid, with revenue of $109.4 billion, up 16%, and iPhone up 22%. Management flagged a [100-year flood on memory pricing](https://247wallst.com/investing/2026/06/29/tech-experts-warn-memory-shortage-crisis-wont-ease-until-2028-and-ram-makers-have-no-incentive-to-fix-it/) and rising supply constraints. Siri AI remains unproven at scale, and gross margin guidance of 47% to 48% reflects memory pressure. ## Why Patience Has a Case Google’s capex hit $44.9 billion in Q2 alone, free cash flow ran negative $5.9 billion, and the buyback was suspended. Search faces regulatory overhang and generative AI competition. Apple’s cash return story remains best-in-class with $25.8 billion in Q3 buybacks. [Broadcom’s visibility runs all the way to 2028,](https://247wallst.com/investing/2026/08/20/2-ai-stocks-1-winner-which-has-more-upside/) and all of that spending has to be powered and cooled by somebody (we profiled seven of those suppliers in a [free report](https://247wallst.com/pages/ai-power-seven-offer-d905ec99.html)). Waiting for a pullback across all three is defensible. ## What the Numbers Say Google’s consensus target sits at $421.79, implying roughly 25% upside, with [13 strong buys, 44 buys, 6 holds, and zero sells](https://247wallst.com/investing/2026/08/17/berkshire-raised-its-alphabet-share-count-by-658-in-a-single-quarter-heres-where-the-stock-is-headed/). Apple’s $325.70 target implies less than 3% upside across 46 analysts. Broadcom’s $527.88 target implies about 45% upside from 44 analysts, but assumes flawless AI execution. Year to date, GOOG is up 9.03%, AAPL 16.86%, and AVGO 5.12%, versus the S&P 500 at roughly 12%. Google’s outperformance came with the lowest starting multiple, making the setup attractive. ## Verdict: Alphabet Is the Best Money on the Table At $337.69, Google screens as the most attractive of the three on a growth-adjusted basis. Cloud is compounding at 82% with $514 billion of backlog. Search remains a monetization machine that AI is actively expanding, with AI Max unlocking billions of net new searches. The stock trades at 17x earnings while growing 24%. Risks are real. [Capex is running hot](https://247wallst.com/investing/2026/08/18/why-alphabet-and-microsoft-suffer-less-if-ai-capex-goes-wrong/), cash flow has gone negative, and Gemini 4 execution matters. If Cloud growth decelerates below 50%, or if capex fails to translate into backlog conversion in 2027, the thesis weakens. [Apple deserves its premium as a compounder](https://247wallst.com/investing/2026/08/20/prediction-apple-is-entering-its-most-important-product-cycle-in-years/), and Broadcom deserves its multiple if it hits $100 billion in AI sales by 2027. But at these prices, Google offers the most growth per dollar and the most cushion if AI enthusiasm cools. *Contact [email protected] for any questions or corrections.*