According to Barclays, the outcome of this legal battle could significantly reshape the landscape for Google and its parent company, Alphabet, with effects lasting into 2026.
Barclays emphasizes that the court's decision is "all that matters" in this situation, urging investors to focus on the legal ramifications rather than what they believe is "right."
One of the most severe scenarios involves structural changes such as the divestment of key assets like Chrome or Android, potentially eliminating up to 41% of Alphabet's gross profit.
Despite the uncertainty, Barclays suggests that some of the less favorable outcomes may already be priced into Google's shares, with worst-case scenarios remaining difficult to quantify.
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