Bank of America didn’t exactly blink after Google-parent Alphabet’s (GOOGL) reported its Q4 2025 earnings, but it did reset the math. In a post-earnings note, BofA reiterated its Buy rating on Google stock, while keeping a  $370 price target and lifting forecasts across the board. For perspective, Google stock is currently trading at $331.25; so that $370 target implies about 11.7% upside. Interestingly, other major analysts raised their price targets meaningfully, with BofA’s being the most conservative ...

The South Korean internet giant delivered record annual results, led by growth in its search, e-commerce and financial-technology businesses. ...

Alphabet (GOOGL) stock crashed today, Feb 5: Alphabet Inc. (GOOGL) sent shockwaves through Wall Street on Thursday as its shares plummeted 7% to $309.32, marking the tech giant's steepest intraday decline since May. Despite posting a robust $97.23 billion in fourth-quarter sales—beating the $95.2 billion consensus—the market recoiled at a staggering 55% jump in projected capital expenditures. ’s parent company shocked analysts by forecasting up to $185 billion in 2026 infrastructure spending, nearly $65.5 b ...

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Financial Data and Key Metrics Changes - Alphabet's annual revenues exceeded $400 billion for the first time, with Q4 consolidated revenues reaching $113.8 billion, up 18% year-over-year [5][29] - Net income increased by 30% to $34.5 billion, and earnings per share rose by 31% to $2.82 [31] - Operating income increased by 16% to $35.9 billion, with an operating margin of 31.6% [31] Business Line Data and Key Metrics Changes - Google Services revenues increased by 14% to $95.9 billion, driven by a 17% increase in Search and Other revenues [19][32] - YouTube advertising revenues grew by 9% to $11.4 billion, primarily driven by direct response advertising [32] - Google Cloud revenue accelerated by 48% to $17.7 billion, with significant growth in enterprise AI products [33][36] Market Data and Key Metrics Changes - Google Cloud's backlog increased by 55% quarter-over-quarter to $240 billion, reflecting strong demand for AI products [5][36] - The number of paid subscriptions across consumer services reached over 325 million, with strong adoption for Google One and YouTube Premium [5] - Daily AI Mode queries per user doubled since launch, indicating increased user engagement [12] Company Strategy and Development Direction - The company is focusing on AI investments, with anticipated CapEx for 2026 in the range of $175 billion to $185 billion [6][39] - The launch of the Universal Commerce Protocol aims to enhance agentic commerce capabilities [10][46] - The integration of AI across products and platforms is a key strategy, with significant innovations in Search, YouTube, and Cloud services [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing demand for AI products and the company's ability to capitalize on this opportunity [39][41] - There are concerns about supply constraints affecting compute capacity, which management is actively addressing [79] - The company is committed to maintaining operational efficiency while investing in growth [53][78] Other Important Information - The company reported a $2.1 billion stock-based compensation charge related to Waymo's valuation increase [30] - Record operating cash flow of $52.4 billion was generated in Q4, contributing to a total of $164.7 billion for the full year [31][32] - The company is collaborating with Apple as their preferred cloud provider to develop next-generation foundation models based on Gemini technology [26] Q&A Session Summary Question: Progress on agentic commerce products and YouTube integration - Management highlighted that 2025 was about laying the foundation for agentic commerce, with significant progress expected in 2026 [44][46] Question: Addressing demand and capacity imbalances for AI - Management acknowledged supply constraints and emphasized long-term planning to meet demand while driving efficiencies [50][51] Question: Maintaining Gemini's position in the LLM frontier - Management expressed confidence in maintaining momentum through continuous innovation and integration of multimodal models [57][59] Question: YouTube ad revenue growth and brand-related impacts - Management noted that the growth rate was affected by lapping strong election spending and emphasized the holistic view of YouTube's revenue [66][68] Question: Investment levels and core performance trends - Management explained a rigorous investment framework that balances near-term and long-term growth objectives [76][78] Question: Concerns about the Google story and future challenges - Management identified compute capacity and supply chain constraints as key concerns that require ongoing attention [79]

We came across a bullish thesis on Alphabet Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.'s share was trading at $336.01 as of January 28th. GOOGL’s trailing and forward P/E were 33.17 and 29.85 respectively according to Yahoo Finance. Pixabay/Public Domain Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. (GOOGL) has decisively emerged as the dom ...

Google parent Alphabet Inc. (NASDAQ:GOOGL) heads into its fourth-quarter earnings with momentum building across Search and Cloud, as a surge in AI-driven usage and advertising demand sets the stage for a potential revenue and profit beat that could reshape expectations for its growth trajectory in 2026.Bank of America Securities analyst Justin Post expects Alphabet to deliver a fourth-quarter revenue and EPS beat, and he slightly raised his forecasts ahead of the Feb. 4 report, citing signs of a steady ad m ...

Core Insights - Meta Platforms (META) is leveraging AI to enhance content recommendations and ad ranking, resulting in increased user engagement and advertising revenue growth [1][2] Advertising Revenue Growth - In 2025, META's advertising revenues rose by 22.1% from 2024, reaching $196.18 billion, which constituted 97.6% of total revenues and 98.7% of Family of Apps revenues [1][9] - In Q4 2025, advertising revenues surged by 24.3% year-over-year to $58.14 billion, accounting for 98.6% of Family of Apps revenues and 97.1% of total revenues [1] User Engagement and Ad Performance - Improved user engagement and growth have led to an 18% increase in ad impressions in the reported quarter [2] - The average price per ad increased by 6% year-over-year, driven by heightened advertiser demand and improved ad performance [2] - AI enhancements resulted in a 3.5% increase in ad clicks on Facebook and over a 1% gain in conversions on Instagram in Q4 2025 [2][9] Monetization Strategies - META is focusing on optimizing ad delivery timing and placement to enhance user experience while boosting monetization [3] - The company is expanding ad placements to newer platforms, including Threads and WhatsApp, to further drive advertising revenues [3][9] Competitive Landscape - META faces significant competition in the advertising space from Alphabet and Amazon, both of which are integrating AI to enhance their advertising capabilities [5][6] - Alphabet's Search business is benefiting from AI, improving user experience and ad performance [5] - Amazon's advertising strategy includes partnerships that extend ad reach beyond its own platforms, showcasing successful AI-driven optimization [6] Financial Outlook - META anticipates capital spending between $115 billion and $135 billion in 2026, with first-quarter 2026 total revenues projected to be between $53.5 billion and $56.5 billion [4] - The Zacks Consensus Estimate for first-quarter 2026 revenues is $51.38 billion, indicating a 21.4% growth from the previous year [4] Stock Performance - META's shares have increased by 6.6% over the past 12 months, underperforming the broader Zacks Computer and Technology sector, which returned 27.8% [7] - The stock is trading at a forward 12-month price/sales ratio of 7.81X, compared to the sector's 7.44X, indicating a premium valuation [11]

Core Viewpoint - Jim Cramer has shifted his opinion on Alphabet Inc. (NASDAQ:GOOGL) from cautious to enthusiastic, highlighting its diverse business segments and strong performance in the AI sector [2]. Group 1: Stock Performance - Alphabet Inc. (GOOGL) shares have increased by 73% over the past year and by 5.8% year-to-date [2]. - Keybanc raised the firm's share price target to $360 from $330, maintaining an Overweight rating [2]. Group 2: Business Segments - The company has multiple business segments, including YouTube, Gemini, and Search, which contribute to its overall growth [2]. - AI capabilities are emphasized as a significant factor in Alphabet's competitive advantage, with the firm having the necessary computing capacity and scale [2]. Group 3: Investor Sentiment - Investor sentiment around AI had previously been pessimistic, but has since improved, contributing positively to Alphabet's stock performance [3]. - Bristlemoon Global Fund noted that Alphabet's performance has meaningfully contributed to the fund's returns, reflecting a shift in investor confidence [3].

Investors don't need to take chances with their savings to build wealth in the stock market. All you need to do is buy strong businesses, preferably those that lead their industry, and still offer attractive growth prospects. Two stocks I would consider buying with $2,000 are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). These companies serve billions of people with their products every day. This drives substantial profits, which they can invest in artificial intelligence (AI) to i ...