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Scotiabank Defends Alphabet (GOOG): 'OpenAI Enters Google's Home Turf, but Distribution Still Rules'

October 22, 2025 6:43 AM EDT

Scotiabank analyst Nat Schindler reiterated a Sector Outperform rating and $310.00 price target on Alphabet (NASDAQ: GOOG).

The analyst comments "OUR TAKE: Mixed. OpenAIs Atlas is the first credible attempt to make the assistant (not the search bar) the browsers home screen. In practice, that threatens Google at the margin by diverting... More