Alphabet Inc (GOOG)
Alphabet: A Nice Opportunity To Buy Cheap Before Earnings
Google is expected to announce strong earnings on April 24, based on several key indicators. Google is uniquely positioned to be an AI "one-stop-shop," offering solutions across diverse applications. My DCF analysis suggests that Google stock is around 25% undervalued.
Google could use AI to extend search monopoly, Supreme Court hears
The US Department of Justice called for powerful controls to stop Google from widening its dominance of the search engine market, as the high-stakes antitrust case began in the US Supreme Court on Monday. Following the ruling last August that declared the Alphabet Inc (NASDAQ:GOOG) subsidiary an illegal monopoly, the three-week remedy hearing aims to determine appropriate punishments for the company, including a potential break-up.
US urges curb of Google's search dominance as AI looms
US government attorneys urged a federal judge Monday to make Google spin off its Chrome browser, arguing artificial intelligence is poised to ramp up the tech giant's online search dominance.
Google's future is at stake as the next phase of the landmark antitrust case kicks off
The DOJ began a remedy hearing for Google, which was ruled a monopoly in search. Google's antitrust violations include paying Apple $20 billion to be its default search engine.
Alphabet Q1 Earnings Preview: More Fine Than Not - Upgrading To A Strong Buy
I'm upgrading Alphabet Inc. aka Google stock to a strong buy ahead of Q1 2025 earnings despite tariff and antitrust challenges. The stock is down 22% YTD and is now trading at $150, which I think is an attractive price for those looking to hold the stock for the long term. I think Google's business remains resilient amid tariff risks, with YouTube and cloud services showing promising growth against competitors like Meta, Amazon, and Microsoft.
Alphabet: Search Hegemony In Jeopardy
With the advent of next-gen, reasoning AI, Alphabet's search business, Google, has never been more controversial. Today, I will walk us through the considerations associated with the current search landscape, which, in my view, is experiencing dramatic evolution. Meta AI and OpenAI, with their 1B+ user total, have now firmly established themselves as legitimate search platforms, and, as they improve their tech, this trend will continue. That said, it's not all bad for Alphabet and its search property.
Justice Department Urges Tough Action to Break Google's Search Dominance
The judge who found that the tech company maintained an illegal monopoly is asked to force it to sell its Chrome web browser.
Google set to report stable Q1 results despite slowing ad growth
Google owner Alphabet Inc (NASDAQ:GOOG) is expected to report stable first quarter results, with macroeconomic uncertainty and potential tariff impacts casting a shadow over the outlook for Q2 and Q3, analysts at Jefferies believe. Q1 earnings per share are expected to increase 7% year-over-year to $2.02, while revenue growth of 11% is expected at $89.18 billion.
Management Weighs in on the Macro
As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking -- or not talking -- about tariffs.
Google search antitrust remedy must address AI, DOJ warns while seeking historic breakup
The Justice Department's historic bid to break up Google's monopoly over online search kicked off Monday – as the feds tried to persuade a judge that any antitrust must prevent the Big Tech giant from using artificial intelligence to crush rivals.
Alphabet Earnings Outlook: Considering Bull Spreads For Quick And Aggressive Rebound
Alphabet's Q1 2025 outlook is strong, driven by a resilient ad market, explosive cloud growth, and increasing Gemini adoption, aligning with Guggenheim's 8% ad revenue growth forecast. Google Cloud is expected to maintain 25-30% YoY growth with $12.3 billion revenue and $2 billion EBIT, bolstered by AI innovations and strategic acquisitions. At less than 20x FCF, GOOG shares are undervalued, presenting a "Buy" opportunity; a solid Q1 could trigger a sharp rebound, supported by a 5%/15% OTM bull call spread strategy.
Alphabet Earnings: A Leading LLM Isn't Enough
Alphabet's AI advancement to leadership, particularly in large language models (LLMs), is noteworthy, but LLMs alone don't generate revenue. Alphabet's ad business has lagged behind Meta's, which has successfully integrated AI into its advertising and analytics systems. With earnings approaching, I don't expect any surprising revenue-generating products from Alphabet, given its recent lack of revenue-producing innovation.
