"Alphabet's shares have surged 103.9% over the past year, climbing from $154.84 to $315.72, with a year-to-date increase of 0.68% and a 7.22% gain over the past week."
"In Q4 2025, Alphabet reported an EPS of $2.82 against an estimate of $2.63, with revenue reaching $113.83B, surpassing expectations and contributing to a full-year revenue of $402.84B."
"Google Cloud revenue grew 48% year-over-year to $17.66B, with a backlog of $155B, and CEO Sundar Pichai stated that Google Cloud ended 2025 with an annual run rate of over $70 billion."
"The most significant risk for Alphabet is the potential escalation of capital expenditures, which are guided to be between $175B and $185B in 2026, potentially affecting future profitability."
Alphabet's stock has increased by 103.9% over the past year, driven by strong earnings and growth in Cloud services. The company reported Q4 2025 EPS of $2.82, exceeding estimates, and full-year revenue surpassed $400B. The bull case focuses on Google Cloud's growth and AI monetization, with significant revenue visibility from a $155B backlog. Risks include potential capital expenditure increases, projected between $175B and $185B for 2026, which could impact profitability.
Read at 24/7 Wall St.
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