"If you're watching shares of Google ( NASDAQ:GOOG), which dropped 5.3% over the past week, it won't come as any surprise that it coincides with a shift in retail investor sentiment on Reddit. Despite the pullback, sentiment remains predominantly bullish, with 86% of discussions leaning positive across r/wallstreetbets and r/investing. The attention stems from Google's Q4 2025 earnings report, filed on February 4, in which Google Cloud revenue surged 48% to $17.7 billion, and the company announced its Gemini 3 launch milestone."
"As a result of all the activity, online discussions intensified over the past two weeks, particularly on r/wallstreetbets, where one trader turned $6,000 into $54,000 betting on Google's strength. The post garnered 537 upvotes and 118 comments, demonstrating strong community engagement with Google's AI potential. A popular post noting "Alphabet always red in February" accumulated 608 upvotes and 81 comments, suggesting investors view the seasonal weakness as a buying opportunity."
Shares of Google fell 5.3% over the past week even as retail investor sentiment remained predominantly bullish, with 86% of discussions positive across r/wallstreetbets and r/investing. Google Cloud revenue surged 48% to $17.7 billion in Q4 2025, and Gemini 3 launched. Community posts highlighted seasonal weakness as buying opportunities and notable individual gains from options bets. The bullish investment thesis centers on Gemini controlling 21% of the enterprise LLM market, a 78% reduction in Gemini serving costs in 2025, and Google's TPU chips providing hardware and software advantages. Waymo's next‑gen Ojai robotaxis signal diversified growth. Wall Street maintains conviction with 44 analysts rating Strong Buy and a consensus target of $348, implying roughly 14% upside.
#alphabetgoogle #generative-ai-gemini #google-cloud #waymo--autonomous-vehicles #retail-investor-sentiment
Read at 24/7 Wall St.
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