Google Stock To $300?

Core Insights - Google stock has a history of significant rallies, with notable increases of over 30% in critical years like 2010 and 2024, and a rare rally exceeding 50% in 2025 due to optimism surrounding the company's prospects in the generative AI era [2][3] Financial Performance - AI projects such as Gemini and AI Overviews are expected to generate over $2 billion in revenue, reflecting a 50% year-over-year increase [7] - Google Cloud AI-driven revenue rose by 32%, amounting to $13.6 billion in Q2 2025 [7] - Revenues from Google Cloud surged 32% to $13.6 billion in Q2 2025, with operating income more than doubling to $2.83 billion, improving its margin to 20.7% [7] - YouTube's ad revenue grew by 13% year-over-year to $9.8 billion in Q2 2025, exceeding projections and commanding over 12% of U.S. TV viewership [7] Valuation Metrics - Alphabet (Google) stock trades at a P/E multiple of 26.3 [8] - The company has demonstrated revenue growth of 13.1% LTM and a 10.2% average over the last three years [8] - The free cash flow margin stands at nearly 18.0%, with an operating margin of 32.7% LTM [8] - Compared to the S&P, Alphabet offers a higher valuation, greater revenue growth, and improved margins [8]