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Jim Cramer Thinks Alphabet (GOOGL) Can Hit $400 – Here’s Why

We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3  (see the Jim Cramer’s top 5 stock picks in 2026 here).

Jim Cramer has openly regretted selling Alphabet Inc. (NASDAQ:GOOGL) shares due to AI-related threats and regulatory pressures. Cramer was uncertain whether the company would be able to keep its search dominance as more and more people turn to chatbots for answers. But the remarkable turnaround Alphabet Inc. (NASDAQ:GOOGL) made with its Gemini product made Cramer rethink his decision. He later bought back the stock for the Charitable Trust.

In November, he explained the story and comeback of Alphabet Inc. (NASDAQ:GOOGL).

“Alphabet already had a big leg up on other challengers to OpenAI,” Cramer said. “That’s because they figured out how to link Google the search company to Gemini, the AI company, in a seamless way. It’s a remarkable feat that many people thought there’d be a ton of cannibalization, but they just combined them onto the same page. The geniuses behind Alphabet and I mean geniuses, managed to figure out how to take advantage of Google to build Gemini, so it was never hard to find. But it’s only with this Gemini three that there’s a real breakout in the stock.”

Cramer said that the market realized Alphabet Inc. (NASDAQ:GOOGL) remains undervalued among the Mag. 7 group and started piling into it. However, he said the stock has more room to run. In a separate program, he said the stock can rise to $400.

“I don’t think Google stops here,” Cramer said. “I think Alphabet goes straight shot to 400. Straight shot.”

Jensen Quality Growth Equity Strategy explained in their fourth quarter 2025 investor letter why GOOG is “unusually well positioned” in the AI stack. Read the letter here.

While we acknowledge the risk and potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GOOGL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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