"William O'Neil's reinstatement centers on Alphabet's multi-engine growth story, highlighting Google Search, YouTube, Google Cloud, and Waymo's autonomous vehicle expansion as key pillars. Each segment delivered in the most recent quarter, providing a solid fundamental foundation for the call."
"Google Cloud is the standout, with revenue reaching $17.66 billion in Q4 2025, up 48% year-over-year, and operating income more than doubling. The segment now runs at an annual run rate exceeding $70 billion, backed by a $155 billion backlog."
"Alphabet crossed a historic threshold in fiscal 2025, generating $402.8 billion in full-year revenue, the first time the company has exceeded $400 billion annually. Full-year net income reached $132.17 billion, up 32% year-over-year."
William O'Neil has reinstated a Buy rating for Alphabet, citing its expanding portfolio in AI, cloud services, and autonomous vehicles. Alphabet shares are currently trading near $312, below the analyst consensus target of $376.29. The company's multi-engine growth story includes strong performances from Google Search, YouTube, Google Cloud, and Waymo. Google Cloud revenue reached $17.66 billion in Q4 2025, with significant growth. Alphabet generated over $402 billion in revenue for fiscal 2025, marking a historic milestone for the company.
Read at 24/7 Wall St.
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