{"id":5844,"date":"2026-10-01T15:15:51","date_gmt":"2026-10-01T15:15:51","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=5844"},"modified":"2026-10-01T15:15:51","modified_gmt":"2026-10-01T15:15:51","slug":"alphabet-stock-falls-despite-gemini-4-argon-launch-why-are-analysts-bullish","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=5844","title":{"rendered":"Alphabet stock falls despite Gemini 4 Argon launch, Why are analysts bullish?\u00a0"},"content":{"rendered":"
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Alphabet stock GOOGL fell in trading on Thursday even after Google unveiled Gemini 4 Argon, its latest frontier artificial intelligence model, with analysts highlighting its performance across coding, cybersecurity and complex workflows.<\/p>\n

JPMorgan maintained its \u2018Overweight\u2019 rating on Alphabet following the announcement. <\/p>\n

In a note cited by TheFly, the bank said Google needs to \u201cre-establish itself at the frontier and as an AI leader for both the industry and investors.\u201d<\/p>\n

KeyBanc also reiterated its \u2018Overweight\u2019 rating and $435 price target, while Jefferies maintained a \u2018Buy\u2019 rating and a $445 target. Morningstar kept its $433 fair value estimate.<\/p>\n

Gemini 4 Argon targets OpenAI and Anthropic<\/h2>\n

Google’s benchmark comparisons show Gemini 4 Argon competing with models from OpenAI and Anthropic, including GPT-6 Astra, Claude Fable 5.1 and Claude Opus 5.5.<\/p>\n

The model leads on several evaluations covering knowledge work, coding and long-context tasks, although competitors remain ahead on some benchmarks.<\/p>\n

JPMorgan pointed to Argon’s performance across complex workflows, software engineering and cybersecurity as areas that could help Google strengthen its position in the AI market.<\/p>\n

The launch comes as AI companies increasingly focus on applications beyond consumer chatbots. <\/p>\n

OpenAI and Anthropic have expanded into software development, enterprise workflows and agentic tasks, increasing the expectations for frontier models.<\/p>\n

Google is initially rolling out Argon to trusted cyber defenders through its Fairwind programme, with wider availability planned later. <\/p>\n

The company said the phased approach is intended to gather feedback and strengthen safeguards before the model becomes available to developers, enterprises and consumers.<\/p>\n

KeyBanc said the earlier-than-expected launch could support near-term sentiment, although the limited rollout makes it difficult to assess the model’s performance in real-world use.<\/p>\n

Argon focuses on coding and cybersecurity<\/h2>\n

Google is positioning Gemini 4 Argon for long-horizon tasks, including software engineering, legal and financial knowledge work, and cybersecurity.<\/p>\n

The company said the model achieved a 77.9% score on the DeepSWE v1.1 coding benchmark, which it described as a record result. <\/p>\n

Jefferies noted that Argon still trails leading competitors on the more demanding FrontierSWE v2 benchmark.<\/p>\n

The brokerage also said Argon ranked first for coding on LLM Arena’s Text Arena and eighth on Code Arena: Web Dev, 21 positions above Gemini 3.8 Flash.<\/p>\n

Google said Argon can autonomously identify, verify, and address software vulnerabilities. <\/p>\n

Jefferies said the model tied Grok 4.7 with a 68% score on CWE-bench v1, which tests vulnerability fixes.<\/p>\n

For the initial cybersecurity rollout, Google said Argon will be provided to trusted defenders and internal teams without some of its standard safeguards. <\/p>\n

Cybersecurity company Wiz is using the model through its Scan for Good programme, according to Google.<\/p>\n

Google said it plans to strengthen safeguards before a broader release, including monitoring for potential misuse and intervening when necessary to prevent harmful actions.<\/p>\n

Analysts focus on adoption, costs and AI spending<\/h2>\n

Gemini 4 Argon launches at an introductory price of $2 per million input tokens and $10 per million output tokens. <\/p>\n

Jefferies noted that Claude Fable 5.1 costs $10 and $50, respectively, while Claude Opus 5.5 costs $4 and $20. Google is also offering a 95% discount on cached input tokens.<\/p>\n

KeyBanc identified several issues for investors to monitor, including how quickly Google can improve its AI assistants, how Gemini 4 and those assistants affect Search and Cloud, and the capital expenditure required to support the business.<\/p>\n

Jefferies cautioned that real-world use will be needed to determine whether Argon’s benchmark results translate into practical performance.<\/p>\n

Morningstar said its fair value estimate already incorporates a return to the AI frontier and strong Gemini adoption. <\/p>\n

The firm said it continues to see Alphabet’s full-stack AI opportunity as potentially underappreciated.<\/p>\n

Morningstar also noted that Alphabet’s cloud business could continue benefiting from compute deals with Anthropic, even if the company faces challenges at the model layer.<\/p>\n<\/p>\n

The post Alphabet stock falls despite Gemini 4 Argon launch, Why are analysts bullish?\u00a0<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Alphabet stock GOOGL fell in trading on Thursday even after Google unveiled Gemini 4 Argon, its latest frontier artificial intelligence model, with analysts highlighting its performance across coding, cybersecurity and complex workflows.JPMorgan maintained its \u2018Overweight\u2019 rating on Alphabet following the announcement. In a note cited by TheFly, the bank said Google needs to \u201cre-establish itself…<\/p>\n","protected":false},"author":1,"featured_media":5845,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5844","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5844"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5844\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/5845"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5844"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5844"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}