Alphabet(US:GOOG) Yahoo Finance·2025-10-03 13:45Core Viewpoint - Alphabet Inc. (NASDAQ:GOOG) is viewed positively by analysts, particularly regarding its leadership in the AI space and its resilience against competition from OpenAI and other AI alternatives [1][2]. Group 1: Market Position and Performance - Alphabet Inc. continues to lead in the AI sector, with analysts believing that concerns about the impact of OpenAI on its advertising business are overstated [1][2]. - The company has over 1.5 billion monthly users engaging with its AI-powered Search, providing a significant competitive advantage [2]. - Despite a marginal share price decline over the year, Alphabet's performance has been below the average portfolio return, raising concerns about its monopolistic position in Search being challenged by new AI alternatives [3]. Group 2: Competitive Landscape - Analysts assert that Google's existing user base makes it easier for users to transition to its AI features, such as Gemini, rather than switching to entirely new models [2]. - OpenAI's GPT-5 model has not met market expectations, while Gemini is gaining traction with new features, indicating a competitive edge for Alphabet [2]. - Alphabet's extensive user distribution across nine products, each with over 1 billion users, positions it well against potential threats from AI competitors [4].