Notable Companies Earnings Consensus: Alphabet Expected EPS $2.64
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy GOOGL?
Notable companies reporting after the market close, with earnings consensus, include Alphabet (GOOGL), consensus $2.64... Qualcomm (QCOM), consensus $3.40... Arm (ARM), consensus 41c... Mckesson (MCK), consensus $9.27... O'Reilly Automotive (ORLY), consensus 72c... Aflac (AFL), consensus $1.69... Allstate (ALL), consensus $9.86... Metlife (MET), consensus $2.34... Snap (SNAP), consensus (3c)... Align (ALGN), consensus $2.97... Boot Barn (BOOT), consensus $2.77... Elf Beauty (ELF), consensus 72c.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 338.25 USD with a low forecast of 279.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
27 Buy
7 Hold
0 Sell
Strong Buy
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
Current: 331.250
Low
279.00
Averages
338.25
High
390.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of AI Competition Between Microsoft and Alphabet
- Microsoft's Investment Strategy: By holding a 27% stake in OpenAI, Microsoft, while lacking its own generative AI model, offers a variety of generative AI models through Azure Foundry, positioning itself as an AI facilitator, which reduces development costs and enhances market competitiveness.
- Alphabet's Proactive Development: Alphabet's Gemini model has emerged as an industry leader, leveraging deep insights into user data to provide more personalized AI services; despite the substantial resources spent on development, the increase in market value indicates the potential returns of this investment.
- Financial Performance Comparison: In their latest earnings reports, Microsoft reported a 17% year-over-year revenue increase and a 60% rise in earnings per share, while Alphabet's revenue grew by 18% and EPS by 31%, showing comparable performance, but Google Cloud's 48% growth rate highlights its strong position in the cloud computing market.
- Valuation Discrepancy: Following a sell-off after its Q2 earnings report, Microsoft is now significantly cheaper than Alphabet, and despite similar business performances, Microsoft's lower valuation makes it a more attractive investment option at present, reflecting market optimism about future AI growth.
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Google Employees Demand End to Immigration Enforcement Ties
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- Transparency Demands: The letter highlights that Google has failed to provide internal transparency about its collaboration with federal agencies, prompting employees to call on leadership, particularly CEO Sundar Pichai, for greater disclosure to enhance internal trust and accountability.
- Request to Withdraw Technology: Employees are demanding that Google withdraw its technology from all work associated with the Department of Homeland Security, Immigration and Customs Enforcement, and Customs and Border Protection, aiming to protect workers and communities from immigration enforcement actions and emphasizing social responsibility.
- Advocacy for Safety Measures: Additionally, employees are advocating for safety measures to protect workers and are calling for an all-hands meeting to address these concerns, indicating a heightened awareness of corporate policies and social responsibilities among the workforce.
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- Market Surge: Following the election results, Japanese stocks reached a record high, with the yen strengthening to 156.88 per dollar, reflecting renewed investor confidence and indicating positive market expectations regarding Takaichi's policies.
- U.S. Market Rebound: Major U.S. indexes rebounded post-election, with the S&P 500 rising 1.97% and the Nasdaq Composite climbing 2.18%, driven by strong performances from tech stocks like Nvidia and Oracle, which bolstered global investor confidence.
- Private Credit Concerns: The private credit market faces renewed uncertainty as AI pressures software companies, raising investor concerns about borrower business models and potentially increasing default risks, which could impact overall financial stability.
See More
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- Google Cloud Performance: Google Cloud's revenue surged 48% in the December quarter to $17.7 billion, significantly exceeding the $16.2 billion consensus estimate, highlighting its robust performance in AI, although investor reactions to the stock's rally have been muted.
- Competitive Landscape Shift: Since the launch of the Gemini 3 model in November, Google has secured a cloud partnership with Apple, leveraging its AI capabilities to drive business growth, while Amazon faces competitive disadvantages due to its lack of in-house AI operations.
- Investor Sentiment Fluctuations: Despite Amazon and Microsoft's cloud units also beating expectations, the size of their beats failed to impress investors, leading to post-earnings selloffs, with DA Davidson downgrading Amazon to 'Neutral'.
- Increased Capital Expenditures: Google plans to double its capital expenditures this year, marking the largest increase among Big Tech peers, and while its stock has rallied about 65% over the past six months, analysts remain cautious about its future upside potential.
See More
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- Cloud Computing Market Expansion: Major cloud providers such as Amazon, Google, and Microsoft are heavily investing in data centers to meet the demand for computing power from AI developers, with Microsoft Azure achieving a growth rate of 39% in Q2 FY 2026, showcasing its competitive edge in the market.
- Recurring Revenue Stream: The rental model of cloud computing provides these companies with a continuous revenue stream; while they need to regularly replace computing units, the initial investment in infrastructure is already covered, leading to a substantial increase in future profitability.
- Intensifying Market Competition: As AI hardware and cloud computing rapidly evolve, competition among related companies will intensify, prompting investors to monitor these firms' performance in technological innovation and market share.
See More
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- Market Demand Growth: AI computing hardware demand is expected to surge through 2030, with cloud computing companies being key drivers, indicating that AI remains a leading investment theme attracting significant capital inflows.
- Hardware Investment Opportunities: Companies like Nvidia, Broadcom, and Taiwan Semiconductor are excelling in the AI hardware space, with Nvidia's GPUs widely used for AI workloads, known for their high performance despite higher costs, while Broadcom's ASIC designs offer more cost-effective solutions, with AI semiconductor revenue expected to double by Q1 2026.
- Cloud Computing Infrastructure: Amazon, Google, and Microsoft are the major cloud providers, with Microsoft Azure achieving a 39% growth rate in Q2 FY 2026; although AWS is growing slower, all three are actively investing in data centers to meet rising demand, ensuring a continuous revenue stream.
- Long-Term Investment Potential: With AI spending projected to reach $3 trillion to $4 trillion by 2030, the combination of cloud computing and AI hardware presents enormous long-term return potential for investors, especially as infrastructure builds out, significantly enhancing profitability.
See More
Analysis of AI Competition Between Microsoft and Alphabet
- Microsoft's Investment Strategy: By holding a 27% stake in OpenAI, Microsoft, while lacking its own generative AI model, offers a variety of generative AI models through Azure Foundry, positioning itself as an AI facilitator, which reduces development costs and enhances market competitiveness.
- Alphabet's Proactive Development: Alphabet's Gemini model has emerged as an industry leader, leveraging deep insights into user data to provide more personalized AI services; despite the substantial resources spent on development, the increase in market value indicates the potential returns of this investment.
- Financial Performance Comparison: In their latest earnings reports, Microsoft reported a 17% year-over-year revenue increase and a 60% rise in earnings per share, while Alphabet's revenue grew by 18% and EPS by 31%, showing comparable performance, but Google Cloud's 48% growth rate highlights its strong position in the cloud computing market.
- Valuation Discrepancy: Following a sell-off after its Q2 earnings report, Microsoft is now significantly cheaper than Alphabet, and despite similar business performances, Microsoft's lower valuation makes it a more attractive investment option at present, reflecting market optimism about future AI growth.
See More
Google Employees Demand End to Immigration Enforcement Ties
- Employee Open Letter: A total of 1,002 full-time employees at Google have signed an open letter urging the company to sever ties with federal immigration enforcement agencies, reflecting strong dissatisfaction with the lack of transparency regarding the company's contracts and technology usage with the federal government.
- Transparency Demands: The letter highlights that Google has failed to provide internal transparency about its collaboration with federal agencies, prompting employees to call on leadership, particularly CEO Sundar Pichai, for greater disclosure to enhance internal trust and accountability.
- Request to Withdraw Technology: Employees are demanding that Google withdraw its technology from all work associated with the Department of Homeland Security, Immigration and Customs Enforcement, and Customs and Border Protection, aiming to protect workers and communities from immigration enforcement actions and emphasizing social responsibility.
- Advocacy for Safety Measures: Additionally, employees are advocating for safety measures to protect workers and are calling for an all-hands meeting to address these concerns, indicating a heightened awareness of corporate policies and social responsibilities among the workforce.
See More
Japan's LDP Secures Overwhelming Election Victory
- Election Impact: Japan's Prime Minister Sanae Takaichi and her ruling LDP secured a supermajority in the election, controlling over two-thirds of the Lower House, which allows her to freely pursue an agenda of increased spending and suspension of certain food taxes, likely stimulating economic growth further.
- Market Surge: Following the election results, Japanese stocks reached a record high, with the yen strengthening to 156.88 per dollar, reflecting renewed investor confidence and indicating positive market expectations regarding Takaichi's policies.
- U.S. Market Rebound: Major U.S. indexes rebounded post-election, with the S&P 500 rising 1.97% and the Nasdaq Composite climbing 2.18%, driven by strong performances from tech stocks like Nvidia and Oracle, which bolstered global investor confidence.
- Private Credit Concerns: The private credit market faces renewed uncertainty as AI pressures software companies, raising investor concerns about borrower business models and potentially increasing default risks, which could impact overall financial stability.
See More
Google Cloud Revenue Soars 48%, Analysts Weigh In
- Google Cloud Performance: Google Cloud's revenue surged 48% in the December quarter to $17.7 billion, significantly exceeding the $16.2 billion consensus estimate, highlighting its robust performance in AI, although investor reactions to the stock's rally have been muted.
- Competitive Landscape Shift: Since the launch of the Gemini 3 model in November, Google has secured a cloud partnership with Apple, leveraging its AI capabilities to drive business growth, while Amazon faces competitive disadvantages due to its lack of in-house AI operations.
- Investor Sentiment Fluctuations: Despite Amazon and Microsoft's cloud units also beating expectations, the size of their beats failed to impress investors, leading to post-earnings selloffs, with DA Davidson downgrading Amazon to 'Neutral'.
- Increased Capital Expenditures: Google plans to double its capital expenditures this year, marking the largest increase among Big Tech peers, and while its stock has rallied about 65% over the past six months, analysts remain cautious about its future upside potential.
See More
Analysis of Investment Opportunities in Artificial Intelligence
- Hardware Companies Surge: Companies like Nvidia, Broadcom, and Taiwan Semiconductor are profiting from AI demand, with Nvidia's GPUs being the preferred choice for AI workloads; AI spending is projected to reach $3 trillion to $4 trillion by 2030, indicating significant market potential.
- Cloud Computing Market Expansion: Major cloud providers such as Amazon, Google, and Microsoft are heavily investing in data centers to meet the demand for computing power from AI developers, with Microsoft Azure achieving a growth rate of 39% in Q2 FY 2026, showcasing its competitive edge in the market.
- Recurring Revenue Stream: The rental model of cloud computing provides these companies with a continuous revenue stream; while they need to regularly replace computing units, the initial investment in infrastructure is already covered, leading to a substantial increase in future profitability.
- Intensifying Market Competition: As AI hardware and cloud computing rapidly evolve, competition among related companies will intensify, prompting investors to monitor these firms' performance in technological innovation and market share.
See More
AI Computing Hardware Demand Expected to Surge Through 2030
- Market Demand Growth: AI computing hardware demand is expected to surge through 2030, with cloud computing companies being key drivers, indicating that AI remains a leading investment theme attracting significant capital inflows.
- Hardware Investment Opportunities: Companies like Nvidia, Broadcom, and Taiwan Semiconductor are excelling in the AI hardware space, with Nvidia's GPUs widely used for AI workloads, known for their high performance despite higher costs, while Broadcom's ASIC designs offer more cost-effective solutions, with AI semiconductor revenue expected to double by Q1 2026.
- Cloud Computing Infrastructure: Amazon, Google, and Microsoft are the major cloud providers, with Microsoft Azure achieving a 39% growth rate in Q2 FY 2026; although AWS is growing slower, all three are actively investing in data centers to meet rising demand, ensuring a continuous revenue stream.
- Long-Term Investment Potential: With AI spending projected to reach $3 trillion to $4 trillion by 2030, the combination of cloud computing and AI hardware presents enormous long-term return potential for investors, especially as infrastructure builds out, significantly enhancing profitability.
See More
