Determining the “best” stock to buy in a particular sector is a difficult exercise, particularly because there are simply so many options for investors to choose from with very different business models and long-term growth outlooks.
My Alphabet Inc. thesis, which I will detail for you today, has been playing out exactly as expected. The market has been panicking about search; meanwhile, Google Cloud Platform, YouTube, and Android continue to grow at healthy rates at ever bigger scales. Today, I will walk us through my Alphabet thesis; then, we will walk through the financials of each of the above-mentioned lines of business.
Alphabet (GOOGL) could produce exceptional returns because of its solid growth attributes.
In a very agile, clever, and surprising move, Google's parent company Alphabet ( GOOGL ) swept into the debris of OpenAI's bid for the AI coding startup Windsurf and came out with the latest and greatest of prize possessions: top talent. On Friday, I had just profiled "Zuck the Poacher" in my weekly dive into all-things AI about the Meta Platforms ( META ) CEO's aggressive strategy of buying, bribing, and stealing AI talent anywhere he could.
Alphabet (GOOG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Alphabet (GOOGL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Alphabet will be reporting Q2'25 earnings on July 23, 2025; I expect strong, margin-accretive revenue growth for Alphabet in Q2'25, forecasting $93.75B revenue and $2.25 EPS. AI compute capacity, Google Cloud margin expansion, and GenAI advertising are key growth drivers to keep an eye on in the Q2'25 earnings release. Alphabet is expanding its AI-generated coding capabilities through a $2.4b deal to bring in senior leadership from Windsurf and acquire licensing rights.
I'm turning bullish on Alphabet, as it is regaining AI leadership with Gemini 2.5 Pro, and crowd-sourced predictions suggest that it will be the leading AI model in 2025. Waymo is rapidly expanding, gaining rideshare market share from Uber and Lyft, and is poised for aggressive expansion in more U.S. cities. Alphabet trades at an attractive deeper-than-usual discount to peers, with improving earnings expectations.
Alphabet (GOOG) could produce exceptional returns because of its solid growth attributes.
Google will also spend $3 billion to revamp two hydroelectric plants in Pennsylvania.
Alphabet, Google's parent company, dominates large parts of the technical infrastructure for the digital advertising market. This includes the supply chain through which advertising space is now traded automatically.