Alphabet Stock Outlook: Is Wall Street Bullish or Bearish?

Core Insights - Alphabet Inc. has demonstrated significant stock performance, with a 60.8% increase over the past year and a 44.5% rise in 2025, outperforming the S&P 500 Index and the Communication Services Select Sector SPDR ETF [2][3]. Financial Performance - In Q3 2025, Alphabet's total revenue reached $102.3 billion, marking a 15.9% year-over-year growth and surpassing analyst expectations of $99.9 billion by 2.4%. This quarter also saw Google Cloud revenues surge by 33.5% to $15.2 billion [4]. - The company's earnings per share (EPS) increased by 35.4% year-over-year to $2.87, exceeding consensus estimates [4]. Future Outlook - For the full fiscal year 2025, analysts project a 23.4% year-over-year growth in earnings, estimating EPS at $9.92. Alphabet has a strong history of surpassing earnings estimates, having done so in each of the past four quarters [5]. - Analysts maintain a consensus "Strong Buy" rating for Alphabet, with 42 out of 56 analysts recommending "Strong Buy" and only nine suggesting "Holds" [6]. Analyst Ratings - The bullish sentiment among analysts has slightly increased, with a recent upgrade from Oppenheimer analyst Jason Helfstein, who raised the price target from $270 to $300 while maintaining an "Outperform" rating [7].