Here’s What Positions Alphabet (GOOG) to Sustain Long Term Relevance

Core Insights - The third quarter of 2025 was marked by strong performance in US equities, driven by optimism regarding the Federal Reserve's dovish stance and a boom in artificial intelligence [1] - Mar Vista U.S. Quality Premier Strategy reported a return of +6.41% net of fees, underperforming the Russell 1000 Index and S&P 500 Index, which returned +8.00% and +8.12% respectively [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) showed a one-month return of 1.94% and a significant 52-week gain of 50.42%, closing at $245.46 per share with a market capitalization of $2.963 trillion on October 08, 2025 [2] - In Q2 2025, Alphabet Inc. achieved revenue of $96.4 billion, reflecting a 14% increase compared to Q2 2024 [4] Investment Outlook - The investor focus on Alphabet Inc. is expected to shift back to its fundamentals, with anticipated low double-digit growth driven by its leadership in search, AI, cloud computing, and YouTube [3] - The company's competitive advantages, including its core search franchise and robust AI platform, position it well for sustained earnings per share (EPS) growth in the high teens to 20% range, justifying a 20x–25x earnings multiple [3] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 178 hedge fund portfolios holding its stock at the end of Q2 2025, up from 164 in the previous quarter [4]