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Is Alphabet (GOOG) a Buy Now? Strong AI Momentum and Analyst Optimism Offset Near-Term Valuation Concerns

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Google May Avoid Harsh Penalties as Judge Eyes Softer Antitrust

Alphabet Inc. shares traded near $294 on Friday morning as investors weighed whether the Google parent company represents a compelling buy amid robust artificial intelligence growth, record revenue and looming capital spending increases.

Google May Avoid Harsh Penalties as Judge Eyes Softer Antitrust

The Class C shares (GOOG) were down about 0.44% at $293.61 in mid-morning trading, according to market data. The stock has consolidated after strong gains in 2025, when it climbed roughly 60-66% as AI optimism lifted the broader technology sector.

Analysts largely say yes to buying the dip. Wall Street maintains a strong buy consensus on Alphabet, with an average 12-month price target around $368 to $379, implying 25-30% upside from current levels. J.P. Morgan recently reiterated a buy rating with a $395 target, while other firms see potential to $420. Consensus ratings from dozens of analysts skew heavily bullish, with few holds and no sells.

Alphabet delivered a standout fourth-quarter performance when it reported results in early February. Consolidated revenue jumped 18% year-over-year to $113.8 billion, beating Wall Street expectations of about $111.4 billion. Net income rose 30% to $34.5 billion, with earnings per share climbing 31% to $2.82.

For the full year 2025, revenue surpassed $400 billion for the first time, up 15%. Google Search & other advertising grew 17%, YouTube ads contributed solidly, and Google Cloud exploded 48% in the quarter to $17.7 billion on surging demand for AI infrastructure and solutions. Operating margin held steady near 32% despite a $2.1 billion stock-based compensation charge tied to self-driving unit Waymo’s valuation increase.

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CEO Sundar Pichai highlighted momentum across the board. “The launch of Gemini 3 was a major milestone,” he said, noting the Gemini app had grown to over 750 million monthly active users. Search usage hit record levels, with AI driving expansion rather than cannibalization. YouTube’s combined ad and subscription revenue exceeded $60 billion annually, and consumer subscriptions topped 325 million.

Google Cloud ended 2025 with an annual run rate above $70 billion. Pichai signaled heavy investment ahead, guiding 2026 capital expenditures to $175-185 billion, primarily for AI data centers, custom chips like the Ironwood TPU, and energy infrastructure.

That spending commitment sent shares lower in the immediate aftermath of the earnings release, as investors fretted about margin pressure in the short term. Yet many analysts viewed the move as a positive long-term signal of confidence in AI’s payoff.

“Gemini and Google Cloud put the company in the AI revolution’s pantheon,” one Seeking Alpha analysis noted, citing falling serving costs for AI models and accelerating adoption. Waymo, meanwhile, continues to scale robotaxi operations, recently closing a $16 billion funding round that valued the unit at $126 billion and signaling commercial traction with hundreds of thousands of paid weekly rides.

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Despite the upbeat fundamentals, risks remain. The U.S. Department of Justice’s antitrust case against Google’s search monopoly continues to wind through appeals. A 2025 court ruling found Google violated antitrust laws and ordered behavioral remedies, including ending exclusive default deals and sharing certain search data with competitors. Both sides appealed aspects of the decision in early 2026, with implementation oversight ongoing. A separate ad tech case could lead to further remedies, though a breakup remains unlikely.

Regulatory uncertainty has weighed on sentiment at times, but Alphabet’s diversified growth engines — search, cloud, YouTube, subscriptions and emerging bets like Waymo — have helped the stock weather the scrutiny better than some feared.

Valuation presents another consideration. At current prices, Alphabet trades around 27-29 times forward earnings, a level many view as reasonable given projected EPS growth into the low teens for 2026. The price-to-earnings-to-growth ratio sits near 0.7 for some forecasts, suggesting the stock remains undervalued relative to its growth prospects.

Zacks and other screens have flagged Alphabet as attracting investor attention, with several strong-buy ranked names in the sector for April 2026. Watcher Guru predicted the stock could recover above $310 by month-end, while longer-term forecasts see potential for $380 or higher by year-end 2026.

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Bullish voices point to multiple growth levers. AI integration across Search, Gmail, Docs and other products is expanding usage. Cloud is winning enterprise deals on AI infrastructure. Waymo’s progress in autonomous driving could eventually contribute meaningfully, with some analysts eyeing mid-2026 catalysts around further city expansions or even an IPO path.

Google I/O in May is expected to showcase Gemini advancements, potentially including more “agentic” AI capabilities that perform complex tasks autonomously. Cost efficiencies, such as an 80% reduction in some AI serving expenses through proprietary techniques, should help offset heavy capex.

Bears, though a minority, cite intensifying competition in AI from OpenAI, Anthropic and others, plus potential margin compression from 2026’s massive infrastructure buildout. Economic slowdowns could also pressure advertising spending, Alphabet’s core revenue driver.

Yet the overwhelming analyst view remains constructive. With 47 buy ratings against just four holds in one recent tally, the street sees Alphabet as well-positioned in the AI era. “AI boosts Search & Cloud, Gemini drives adoption,” noted one upgrade to strong buy with a $440 target.

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For income-oriented investors, Alphabet initiated a dividend in recent years, adding another layer of appeal.

As of early April 2026, with Q1 earnings due around April 23, the stock appears to offer a balanced risk-reward for long-term investors comfortable with tech volatility. Those betting on sustained AI leadership and cloud momentum view the current consolidation as a buying opportunity.

Short-term traders may await clearer signals from upcoming AI events and the resolution of capex digestion. Broader market sentiment, interest rates and any fresh antitrust developments will also influence near-term moves.

Alphabet’s track record of beating estimates — it has done so consistently in recent quarters — provides a buffer. The company’s scale, cash flow generation (record operating cash flow of $52.4 billion in Q4) and free cash flow strength support both aggressive investment and shareholder returns.

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In summary, while not without risks from regulation and spending, Alphabet’s combination of market-leading positions in search and advertising, explosive cloud growth and frontrunner status in consumer and enterprise AI positions it as a core holding for many growth portfolios. Most Wall Street professionals would characterize the stock as a buy at current levels for investors with a multi-year horizon.

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Amprius Technologies: Growth Continues To Impress, But Valuation Is Getting Lofty

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Amprius Technologies: Growth Continues To Impress, But Valuation Is Getting Lofty

This article was written by

David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of QS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The article is for informational purposes only (not a solicitation or recommendation to buy or sell stocks). David is not a registered investment adviser. Investors should do their own research or consult a financial adviser to determine what investments are appropriate for their individual situation. This article expresses my opinions, and I cannot guarantee that the information/results will be accurate. Investing in stocks involves risk and could result in losses.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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I'm Not Ready To Write A Check For Visa, Earnings Preview

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I'm Not Ready To Write A Check For Visa, Earnings Preview

I'm Not Ready To Write A Check For Visa, Earnings Preview

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Tyneside care training provider opens India base

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The facility is the first outside of the UK for Training in Care

Dr Angela Brown, founder and CEO of Training in Care.

Dr Angela Brown, founder and CEO of Training in Care.(Image: Creo Comms)

South Shields firm Training in Care has launched its first centre outside of the UK with a move to target the Indian market.

The provider of industry courses in South Tyneside and Sunderland has signed a Memorandum of Understanding (MoU) with the Guardian Angel Institute of Caregiving, which has 300 carers in the Kerala region and has provided care to thousands since its launch 2012. Working with Institute, the firm aims to upskill workers from across the country’s care sector.

Training in Care says it aims improve the quality of life for care receivers in India and address problems in the UK’s domestic care sector by sharing knowledge and best practice. The company has also entered into a two-year knowledge transfer partnership (KTP) with University of Sunderland to support the move.

Dr Angela Brown, founder and CEO of Training in Care, said: “Opening our first training centre outside of the UK is an incredibly proud moment for everyone associated with the business. Over the past 27 years, we’ve helped thousands of people gain the skills required to enter or progress their career in the care sector, so we’ve seen first-hand the challenges and opportunities facing the industry.

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“For example, while we have made real in-roads in the UK to ensure our carers have the required social care skills to enter the industry, for too long we have overlooked the need for basic healthcare skills, which is something that is seen as essential for anyone working in the industry in India. At the same time, their care sector hasn’t adopted the same quality of care standards which we have.

“This is why initiatives like this are so important, as it will allow peers in both countries to share best practice and knowledge and ensure that the tens of millions of people receiving care in both countries receive the best possible care and support. It fills us with immense pride to be expanding internationally and to be working alongside the fantastic teams at Guardian Angels and University of Sunderland. We can’t wait to get started.”

Announcing the partnership, Dr Usher Titus, chair of Kerala’s Additional Skill Acquisition Programme, an initiative led by the Higher Education Department, said: “On one side, we have an institution rooted deeply in care and clinical excellence – Guardian Angel Institute of Caregiving – shaping compassionate, skilled professionals here in India. And on the other hand, we have a globally respected name – Training in Care – with decades of expertise and internationally recognised standards.

“They bring a system that ensures that caregiving is not just practiced, but it is perfected. And I can undoubtedly say that individually, they represent excellence. And together, they are going to represent something far greater – a bridge, a pathway, an opportunity for the aspiring caregivers to step beyond borders, to learn, to grow. It’s not just a collaboration; it’s the beginning of a global pathway for a career in caregiving.”

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Dr Derek Watson, associate professor in cultural management at University of Sunderland, said: “Securing a KTP with Training in Care, worth £200,000, is predicated around the University of Sunderland actively supporting UK organisations and clearly demonstrating that the University has the commercial expertise to tangibly grow businesses.

“Our relationship with Training in Care has been actively nurtured over several years and we are delighted in that this is Training in Care’s first KTP. The two-year project will focus on strategic growth in terms of profit, innovation, and global market expansion. It will also continue to provide a reciprocal gateway to enrich our student commercial insights as they observe Training Cares growth.”

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ServiceNow Stock: Don’t Throw The Baby Out With The Bathwater (NYSE:NOW)

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ServiceNow Stock: Don't Throw The Baby Out With The Bathwater (NYSE:NOW)

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For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dream, wanting to make it big. However, life was about to teach me a painful lesson. Before conquering the world, a man must first conquer himself by going into the depths of his own abyss. Only then may he shed his naivety and become a man truly able to love.For the last four years, I have been living in a yurt in the boreal forest, approximately 100 kilometres away from the closest paved road or grocery store. In a forest full of birds, just beside a lake full of fish. For water, I go to the creek. For heat, there is plenty of white birch and quaking aspen around. If I need anything in town, I have plenty of money for my needs. I am now 30, in love, and as free as the birds in the skies, so what else can I ask for? In all humility, and in all gratitude, I say thank you to this grandiose symphony we call life.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NOW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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ACV: Discounted Valuation Means It's Time To Buy (Rating Upgrade)

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ACV: Discounted Valuation Means It's Time To Buy (Rating Upgrade)

ACV: Discounted Valuation Means It's Time To Buy (Rating Upgrade)

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ELD: Current Income And Lower Dollar Beneficiary

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Oil Shock, AI Tailwinds, And Portfolio Shifts Across Emerging Markets

ELD: Current Income And Lower Dollar Beneficiary

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Jobs created as gaming machine supplier strikes key national deal

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Bob Rudd has joined forces with South East-based counterpart SX Leisure for the contract

Bob Rudd has been operating since 1989.

Charlotte and Nick Rudd, of pubs supplier Bob Rudd.(Image: Bob Rudd)

Gambling machine and pool tables specialist Bob Rudd has created jobs on the back of a major contract to supply pubs across the country.

The Tyneside firm has partnered with Witham firm SX Leisure to feed Inspired Entertainment with equipment and servicing to venues, from Northumberland and Cumbria to the West Midlands. The move has created 40 jobs, and will see the two firms supply 1,000 pubs.

Nick Rudd, managing director the Brunswick Village firm, said: “It’s been a busy few months but we couldn’t be happier with how things have gone. Being selected to support a significant portfolio of pub venues previously supplied by Inspired has given us the opportunity to bring our service-first model to even more venues and the feedback from customers has been fantastic.

“It’s a real testament to the dedication of our entire team — both existing staff and new arrivals.”

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He added: “The move has also strengthened staffing — with new colleagues joining the business — and enhanced our ability to provide responsive, high-quality support nationwide. We’re seeing the benefits of scale without compromising the independent, service-led approach for which the business is known.”

Together the two companies have taken on more than 1,800 machines across 1,000 venues with SX Leisure reporting a 30% uptick in business. Greg Wood, director at SX Leisure, said: “It’s been an exciting challenge for both our existing team and those who’ve joined us during this process.

“The response from both our longstanding clients and new venues has been overwhelmingly positive. Our new colleagues have hit the ground running and I can’t thank the entire team enough for delivering the full SX Leisure experience at scale.”

As well headquarters in Witham, SX also has depots in Yeovil and Washington. Mr Wood added: “Our growth has never been taken for granted and this is just the beginning of the next chapter in SX Leisure’s journey.”

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Inspired continues to supply both companies as well as supplying retail gaming and betting businesses — including licensed betting shops, bingo and slots rooms, motorway services and pubs. Ian Shreeve, vice president and general manager gaming sales UK at Inspired said “This partnership has been everything we hoped for.

“Both the Bob Rudd and SX Leisure teams have delivered on every level — providing efficient operations, dependable service and a customer-first mindset. Inspired remains fully committed to the UK pub market and this collaboration ensures that pubs and customers continue to receive the highest-quality games, terminals, service and support.”

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The 1-Minute Market Report, April 26, 2026 (NYSEARCA:SPY)

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My Dividend Stock Portfolio: New February Dividend Record - 100 Holdings With 12 Buys

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I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the equity trading desk at Northern Trust in Chicago. Those decades shaped my approach: stay disciplined, trust the data, and keep emotion out of the way. Since 2009, when I began publishing my stock selections, my portfolio has delivered solid long term results—compounding in the mid teens annually through 2025. Today I’m a private investor and investing coach, with a rules based framework that helps people build better portfolios. My work focuses on systematic thinking, behavioral awareness, and evidence over opinion. For my market outlook and model portfolio updates, visit zeninvestor.org. .

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Earnings call transcript: Beiersdorf AG Q1 2026 reports mixed results, stock dips

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Earnings call transcript: Beiersdorf AG Q1 2026 reports mixed results, stock dips

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US intercepts sanctioned merchant vessel in Arabian Sea, Central Command says

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US intercepts sanctioned merchant vessel in Arabian Sea, Central Command says

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