Google's search business is entering a new phase driven by artificial intelligence which is shaping how users interact with search and how that activity is monetized, analysts at Bank of America believe. As AI tools become more integrated into the search experience, the analysts expect a shift away from traditional cost-per-click advertising toward a broader monetization model that includes subscriptions and cost-per-action transactions.
When I last covered Alphabet Inc., I rated it a Hold, saying that I wanted to see a lower price before buying. This was before some recent revelations about Google's true AI capabilities and value proposition came to light. The company recently launched a paid AI subscription that offers everything ChatGPT Plus does, plus more, all for the same price.
Google is significantly undervalued due to fears about AI competition and regulatory risks, despite extraordinary innovation and operational improvements. I expect Q2 to deliver accelerated growth across Search, YouTube, and Google Cloud, with AI-driven ad pricing and engagement fueling revenue upside. Current valuation offers a rare opportunity: at 17x earnings, the market expects revenue deceleration and near-term disruption, while I expect exactly the opposite.
![]() GOOG In 2 months Estimated | Quarterly | $0.21 Per Share |
![]() GOOG 2 weeks ago Paid | Quarterly | $0.21 Per Share |
![]() GOOG 3 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 6 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 9 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 10 Jun 2024 Paid | Quarterly | $0.2 Per Share |
21 Jul 2025 (In 4 weeks) Date | | - Cons. EPS | - EPS |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
4 Feb 2025 Date | | 2.11 Cons. EPS | 2.15 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
![]() GOOG In 2 months Estimated | Quarterly | $0.21 Per Share |
![]() GOOG 2 weeks ago Paid | Quarterly | $0.21 Per Share |
![]() GOOG 3 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 6 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 9 months ago Paid | Quarterly | $0.2 Per Share |
![]() GOOG 10 Jun 2024 Paid | Quarterly | $0.2 Per Share |
21 Jul 2025 (In 4 weeks) Date | | - Cons. EPS | - EPS |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
4 Feb 2025 Date | | 2.11 Cons. EPS | 2.15 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
Internet Content & Information Industry | Communication Services Sector | Mr. Sundar Pichai CEO | LSE Exchange | - Cusip |
US Country | 185,719 Employees | 10 Mar 2025 Last Dividend | 18 Jul 2022 Last Split | 3 Apr 2014 IPO Date |
Alphabet Inc., the parent company of Google, operates on a global scale, extending its services across the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. Founded in 1998 and headquartered in Mountain View, California, Alphabet conducts its business through three primary segments: Google Services, Google Cloud, and Other Bets. The company's vast array of products and platforms is geared towards enhancing digital experiences for users worldwide, leveraging technology and innovation to remain at the forefront of the digital economy.
Google Services: This segment is the powerhouse behind Alphabet's diverse product offerings, including:
Google Cloud: This segment provides a plethora of cloud-based solutions including:
Other Bets: Alphabet's segment for ventures beyond its main internet services, focusing on sectors such as healthcare and providing specialized internet services.