These Buffett stocks could easily beat the market over the next 12 months.Sure, Warren Buffett has passed the torch as Berkshire Hathaway's (BRK.A +0.96%) (BRK.B +1.35%) CEO to Greg Abel. However, I still view all of the stocks currently in Berkshire's portfolio as Buffett stocks. They were all either personally picked by the legendary investor or by someone else operating under his watchful eye.Quite a few of the stocks Berkshire Hathaway owns are good picks right now. Here are three Buffett stocks to buy ...

Teradyne Inc. Trade - Ark Invest sold a total of 48,865 shares from ARKK, 111,768 shares from ARKQ, and 11,980 shares from ARKX, amounting to approximately $43.07 million [2] - Teradyne exceeded fourth-quarter earnings and revenue estimates, driven by demand related to AI, and provided a bullish outlook with first-quarter EPS and sales guidance significantly above expectations [2] - Management anticipates year-over-year growth across all segments in 2026, primarily led by compute [2] Robinhood Markets Inc. Trade - No specific details provided regarding trades involving Robinhood Markets Inc. in the available content [3] Alphabet Inc. Trade - Ark Invest purchased 33,287 shares for ARKQ and 4,458 shares for ARKX, totaling an investment of approximately $13.02 million [3] - Alphabet's stock rose by 1.88% to close at $344.90, driven by optimism surrounding its AI and cloud services [3] - Analysts expect Alphabet's upcoming earnings report to show strong growth, supported by advancements in AI and advertising demand [3] Other Key Trades - Benzinga Edge Stock Rankings indicate that Google Class C stock has a Value in the 23rd percentile and a Momentum score in the 92nd percentile [4]

Core Insights - Alphabet is expected to report record-high revenue for the fourth quarter, with projections of $111.37 billion, reflecting a 15% year-over-year increase, and adjusted earnings per share anticipated to grow over 20% to $3.09 [1][1][1] Stock Performance Expectations - Traders anticipate a significant movement in Alphabet's stock post-earnings report, with options pricing indicating a potential rise or fall of more than 5% from Monday's close of just under $345, suggesting a range between approximately $328 and $362 [1][1][1] - The stock has already increased about 25% since the last quarterly report in late October, when it surpassed the $100 billion revenue mark for the first time [1][1][1] Analyst Sentiment - Analysts remain largely bullish on Alphabet, with 12 out of 15 analysts rating it as a "buy" and the average price target set at $350, indicating expectations for continued record highs [1][1][1] - HSBC analysts are particularly focused on commentary regarding Google Cloud's capacity to meet AI demand, growth in overall searches, and updates on collaborations with Apple [1][1][1]

Group 1 - Jim Cramer expressed a bullish outlook on Alphabet Inc., suggesting it may be a significant player in AI search and could potentially generate more revenue from AI than Meta [1] - Alphabet is recognized for its diverse tech-related offerings, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play [2] - Cramer highlighted that Alphabet appears to be the "only winner in AI" at the moment, especially in contrast to competitors like Microsoft and Meta, which face challenges related to energy sourcing for their data centers [2] Group 2 - There is a perspective that while GOOGL has investment potential, other AI stocks may offer greater upside and lower downside risk [3]

Core Viewpoint - Alphabet is expected to report strong fourth-quarter financial results, driven by its advancements in artificial intelligence and partnerships, despite some caution due to recent stock performance [1][5]. Group 1: Stock Performance - Alphabet stock has surged 81.35% over the past six months, reaching a new high of $344.83 [1]. - The options market anticipates a post-earnings swing of about 5.3%, which is higher than the average earnings-related move of around 3.4% over the past four quarters [7]. Group 2: AI Developments - The launch of Gemini 3 has bolstered Google's position in the AI sector, contributing to investor optimism [2]. - A significant agreement with Anthropic for access to Google's custom Tensor Processing Units reflects rising demand for Google's AI chips and opens new growth avenues [3]. Group 3: Partnerships and Ecosystem - Recent partnerships with Apple and Walmart have positively impacted Alphabet's share price, providing new growth opportunities [4]. - The ongoing strength in Google Search, enhanced by new AI tools, is expected to improve user experience and drive higher advertising revenue [9]. Group 4: Financial Expectations - Alphabet is projected to deliver strong financials in Q4, supported by steady demand in digital advertising and enterprise technology [8]. - The company's expanding portfolio of AI-powered products is becoming an increasingly important growth driver [8].

Waymo is becoming a real source of investor excitement on new valuation reports — reaffirming Jim Cramer's view that the Alphabet stock remains a buy for that and so much more. Once an Alphabet moonshot, launched as the Google Self-Driving Car project in 2009, Waymo nowadays is shooting to the moon. The robotaxi business is currently looking to close a $16 billion financing round at a nearly $110 billion valuation, according to Saturday reports from Bloomberg and the Financial Times . The financing — which ...

Core Insights - Two of the Magnificent Seven stocks, Alphabet and Amazon, are set to report earnings this week, following four others that reported last week, which could impact market indexes and ETFs [1] Group 1: Alphabet - Analysts expect Alphabet to report Q4 earnings per share of $2.62 and revenue of $104.75 billion, compared to $2.15 and $96.47 billion in the same quarter last year [4] - Alphabet has consistently beaten analyst estimates for earnings per share for 11 consecutive quarters and for revenue in nine of the last ten quarters [4] - Price targets for Alphabet stock have been raised ahead of the earnings report, with Goldman Sachs maintaining a Buy rating and a $375 price target, highlighting monetization opportunities from its AI platform, Genie 3 [5][6][7] Group 2: Amazon - Analysts expect Amazon to report Q4 earnings per share of $1.96 and revenue of $211.33 billion, compared to $1.86 and $187.79 billion in the same quarter last year [8] - Amazon has beaten analyst estimates for earnings per share for 12 consecutive quarters and for revenue in nine of the last ten quarters [8] - Following a low performance in 2025, expectations for Amazon in 2026 are higher, with analysts noting a potential "major technical breakout" as shares have been trading flat over the past year [9][10] Group 3: Recent Earnings Performance - The four companies that reported earnings last week all achieved double beats, exceeding analyst estimates for both earnings per share and revenue [11] - Meta Platforms was the standout performer, with shares surging post-earnings, while Microsoft saw a decline, and Apple and Tesla had mixed results [12]

Core Insights - Alphabet (GOOGL) is expected to report fourth-quarter 2025 results on February 4, with earnings estimated at $2.58 per share, reflecting a 20% year-over-year growth, and revenues projected at $94.7 billion, indicating a 16.02% increase from the previous year [1][8]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for fourth-quarter 2025 earnings is $2.58 per share, down by a penny over the past 30 days, indicating a 20% year-over-year growth [1]. - The consensus for fourth-quarter revenues is pegged at $94.7 billion, reflecting a 16.02% growth compared to the same quarter last year [1]. - The expected revenue from Search and other services is estimated at $61.27 billion, indicating a 13.39% increase year-over-year [4]. Group 2: AI and Search Business Growth - Alphabet's Search business is benefiting from the integration of AI, enhancing user experience and ad performance [2]. - AI-powered features like AI Overviews and AI Mode are transforming user interactions, with AI Overviews reaching over 2 billion users and AI Mode attracting over 75 million daily active users, doubling queries in the last quarter [3]. - The growth in AI usage is expected to positively impact Alphabet's performance in the upcoming quarter [4]. Group 3: Cloud Computing Performance - Google Cloud is experiencing significant growth, with revenues from generative AI products increasing over 200% year-over-year [6]. - The cloud backlog increased by $49 billion sequentially, reaching $155 billion, indicating strong demand for Google Cloud services [7]. - Google Cloud revenues for the fourth quarter are projected at $16.25 billion, reflecting a 35.9% growth compared to the previous year [9]. Group 4: Competitive Landscape and Challenges - Alphabet faces competition in the cloud and generative AI sectors from Amazon and Microsoft, which are making significant advancements in their respective offerings [20]. - Despite strong demand, Alphabet anticipates challenges in meeting customer demand due to a tight demand-supply environment [9]. - Rising costs and advertising pressures, particularly from the impact of U.S. elections on YouTube's ad performance, may weigh on results [18].

Alphabet Inc. ( GOOG ) ( GOOGL ), aka Google stock, continues to forge new all-time highs into the new year, despite resurfacing volatility across the broader AI trade. While growing investors’ concerns about the durabilityAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...

On Jan. 28, 2026, Meta Platforms, Inc. ( META ) reported fourth-quarter and full-year 2025 earnings - and the numbers were impressive. For the quarter , revenue came in at $59.89 billion, which outpaced estimates byRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is bu ...