Alphabet Stock: Analyst Estimates & Ratings

Core Insights - Alphabet Inc. commands a market capitalization of $3.3 trillion and operates a diversified portfolio across various sectors including digital advertising, search, cloud computing, artificial intelligence, consumer hardware, and digital media platforms [1] Performance Overview - Over the past year, Alphabet's shares have gained 60.4%, significantly outperforming the S&P 500 Index, which rose by 14.5% [2] - In 2025, Alphabet's shares have climbed 41.3% year-to-date, more than doubling the S&P 500's 17.2% increase [2] - Alphabet has also outperformed the Technology Select Sector SPDR Fund (XLK), which recorded a 31.2% return over the past year and a 29.9% gain in 2025 [3] Business Momentum - The company's strong performance is attributed to easing regulatory concerns and consistent business momentum, particularly in Google Cloud and the integration of AI into its products [4] - Alphabet surpassed a $3 trillion market valuation for the first time on September 15, with a daily increase of 2.8% [4] Earnings Expectations - For the current fiscal year ending in December, analysts project Alphabet's EPS to grow by 23.4% to $9.92 on a diluted basis [5] - The company has a strong earnings surprise history, beating consensus estimates in each of the last four quarters [5] Analyst Ratings - Among 56 analysts covering Alphabet, the consensus rating is a "Strong Buy," consisting of 42 "Strong Buy" ratings, five "Moderate Buys," and nine "Holds" [5] - The bullish sentiment has increased from a month ago when 41 analysts issued a "Strong Buy" rating [6] - Stifel analyst Mark Kelley reaffirmed a "Buy" rating on Alphabet and raised the price target from $222 to $292 [6]