Monness Maintains Neutral Stance on Alphabet Inc. (GOOGL) Stock

Core Viewpoint - Alphabet Inc. (NASDAQ:GOOGL) is recognized as one of the best cloud computing stocks to buy currently, despite a neutral rating from analysts due to various strengths and risks associated with the company [1][2]. Financial Performance - For Q4 2025, Alphabet Inc. reported consolidated revenues of $113.8 billion, reflecting an 18% increase, indicating strong momentum across its business segments, particularly in Google Services and Google Cloud [4]. Market Position and Trends - The company is benefiting from robust digital advertising trends, with healthy growth in Google Search and an increase in Google Cloud's revenue growth momentum and backlog [3]. - Alphabet Inc. is making significant advancements in artificial intelligence (AI), launching new Gemini models and industry-focused AI solutions [3]. Analyst Insights - Monness analyst Brian White maintains a "Neutral" stance on Alphabet's stock, citing that the current valuation appears full due to challenging macroeconomic conditions and intense competition in AI and cloud computing [2][4]. - While acknowledging Alphabet's potential, the analyst suggests that other AI stocks may offer greater upside potential with less downside risk [5].