Alphabet (GOOGL) Stock: Gemini 4 Carbon Launches With Prices Set to Double in December

TLDR

Alphabet (GOOGL) stock slipped 0.48% on Tuesday as Google released Gemini 4 Carbon to paying developers and businesses.
Intro pricing is $2 per million input tokens and $10 per million output tokens, rising to $4 and $20 on December 1.
Carbon checks its answers more, so it uses more tokens and can cost more than Argon at the same rate.
Google says Carbon ranked first on three AI coding and automation tests at less than half the next-best cost.
Wall Street rates GOOGL a Strong Buy with an average price target of $398.30.

Alphabet (GOOGL) stock slipped 0.48% on Tuesday as Google opened its strongest AI model to paying users. Gemini 4 Carbon is now available to developers and businesses.

Alphabet Inc., GOOGL

The launch comes with a clock attached. Introductory pricing is $2 per million input tokens and $10 per million output tokens, and it ends after November 30.
Starting December 1, those rates rise to $4 and $20. Google has not said how much revenue it expects Carbon to bring in.

Gemini 4 Carbon is rolling out today. It’s built for sustained, long-horizon tasks, reasoning deeply through complex software engineering, cybersecurity, and scientific discovery.
Coming globally via the Gemini API in @GoogleAIStudio and Gemini for business, and for Ultra…
— Sundar Pichai (@sundarpichai) November 10, 2026

Carbon matches the launch pricing of Gemini 4 Argon, which stays Google’s pick for everyday coding and office work. Carbon is built for harder jobs with many steps, like hunting bugs in complex software or doing scientific research.
Why Carbon Can Cost More Than the Price Tag Says
The catch is in how it works. Carbon spends more time on tough problems and checks its own answers.
That takes more tokens, which are the units AI systems process. So a complex request could cost more on Carbon even at the same per-token price as Argon.
Google says Carbon ranked first on three AI coding and automation tests. It also finished those tasks at less than half the cost of the next-best rival, based on the company’s reported results.
Google also calls Carbon its strongest model for long-running agent work. That covers software engineering, full-stack web development and scientific reasoning.
Cybersecurity is part of the pitch. Wiz, Google’s security partner, used Carbon to find previously unknown software flaws at two major software providers in under two hours.
Early users also turned up zero-day vulnerabilities in a short span, according to the company.
Developers get another tool alongside it. Google is testing a feature called Swarm in its Antigravity platform, which lets one instruction go out to several AI agents at once.
One agent might write code while another checks it for mistakes.
Cloud Numbers and Wall Street’s View
Google Cloud revenue rose 103% last quarter to $30.7 billion. Operating profit more than tripled to $11.1 billion.
The unit ended the quarter with $561 billion in contracted future revenue, though that includes services beyond AI models.
Analysts rate GOOGL a Strong Buy, based on 30 Buys and four Holds over the past three months. The average price target of $398.30 implies 38.7% upside.
Carbon is available in Google AI Studio and Android Studio on the paid API tier, and in Gemini for business. Google AI Ultra subscribers can try it in AI Studio and Antigravity, and the higher pricing starts December 1.
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