TradeStation

Card image cap
Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth

Alphabet NASDAQ: GOOGL, the world's second-largest public company, once again delivered a standout earnings report, all but reinforcing its dominance across search, cloud, and artificial intelligence....

MarketBeat - 2/5/2026 6:45:35 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet Q4 Results: Shares A Hold As AI Spending Reigns Supreme

Shares in Alphabet Inc. are tracking lower following the release of its Q4 results. GOOGL's results were positive, and the management team provided a positive outlook that included significant AI spending. I believe the declines are a healthy pause following a nearly 70% gain over the last six months....

Seeking Alpha - 2/5/2026 4:41:12 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet: Strong Cloud Upside

Alphabet delivered strong Q4 2025 results, with Search and Cloud both achieving double-digit top-line growth. Alphabet's Cloud segment surged 48% Y/Y to $17.7B in revenue and $5.3B in operating income, driven by AI adoption and Gemini's market share gains. Alphabet is aggressively ramping CapEx, planning $175–$185B in FY 2026, positioning for further AI and Cloud expansion....

Seeking Alpha - 2/5/2026 4:07:57 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet: Is This the Greatest Business Ever Built?

Alphabet stock has led the Magnificent 7 over the last six month and yesterday's earnings report shows exactly why....

Zacks Investment Research - 2/5/2026 3:50:17 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet's Q4 Earnings Beat Estimates, Revenues Increase Y/Y

GOOGL's Q4 results shine as AI-driven growth in Search, YouTube, and Cloud propel revenues and earnings well past estimates....

Zacks Investment Research - 2/5/2026 3:25:54 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

GOOGL Results "Phenomenal," Massive 2026 CapEx Opportunities in Risks

Robert Cantwell calls Alphabet's (GOOGL) latest earnings "really important" with investors putting their foot down on the Mag 7 company's $180 billion projected CapEx spending. He's wary on AI infrastructure moving forward, but he believes the company can use AI to strengthen its advertising revenue stream....

Schwab Network - 2/5/2026 3:00:28 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet results keep analysts bullish on AI and cloud outlook

Shares of Google parent company Alphabet Inc (NASDAQ:GOOG) fell more than 2% to about $325 on Thursday following the company's fourth quarter earnings report, but analysts are maintaining a bullish stance, highlighting the company's accelerating AI and cloud adoption as key drivers for future growth. Bank of America reiterated a ‘Buy' rating with a $370 price target, noting that the quarter “strengthens the thesis that Google search activity will accelerate from new AI use cases” and that AI is “structurally driving higher Search monetization....

Proactive Investors - 2/5/2026 2:36:52 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet: The Tech Conglomerate To Own

Alphabet Inc. maintains a Strong Buy rating, driven by robust Q4 results and a $400B annual revenue milestone. Google Cloud revenue surged 48% to $17.7B, with backlog doubling year-over-year to $240B, underlining AI-driven upsell momentum. 2026 CapEx guidance is $175–185B, nearly double 2025, but justified by strong cloud demand and a rapidly expanding backlog....

Seeking Alpha - 2/5/2026 1:22:16 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment....

Zacks Investment Research - 2/5/2026 12:51:10 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet stock is falling on its CapEx guidance, but this analyst says "it's still a great story"

Alphabet stock is under pressure in Thursday's pre-market trading after the tech titan reported fourth quarter results that beat Wall Street expectations on the top and bottom lines. The Google parent company forecasted a massive increase in CapEx spending for 2026 ($180 billion)....

Yahoo Finance - 2/5/2026 12:44:05 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Why Alphabet's stock is falling despite booming cloud growth

Shares declined Thursday as Google's staggering $185 billion capital-expenditure forecast overshadowed a blowout fourth quarter....

Market Watch - 2/5/2026 12:41:00 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Google Says Spending Could Double This Year Amid Its AI Push. Investors Don't Seem Excited

Alphabet (GOOGL) shares slumped Thursday after the Google and YouTube parent laid out massive spending plans to support its AI ambitions....

Investopedia - 2/5/2026 12:07:56 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet's AI Spending Spree Is Fueling Broadcom's Next Big Rally

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever....

24/7 Wall Street - 2/5/2026 11:18:20 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI

Alphabet said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race....

Fast Company - 2/5/2026 11:01:35 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Bitcoin & GOOGL CapEx Shakes Markets, Job Weakness Accelerates

Challenger job cuts jumped from 35,000 to 108,000 between reports, a number worth watching according to Kevin Hincks. He points to an uptick in jobless claims adding fog to the employment path ahead....

Schwab Network - 2/5/2026 10:30:19 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story

Alphabet (GOOGL) earns a buy rating, viewed as slightly undervalued after a post-earnings dip despite aggressive FY 2026 AI capex plans. Q4 results exceeded expectations: GAAP EPS $2.82 vs. $2.64 consensus, revenue $113.8B vs. $111.5B, with Google Cloud net sales up 48% YoY. Management guides for $175–$185B capex focused on AI and cloud, with EPS growth expected to slow to 5% in 2026 before rebounding to mid-teens....

Seeking Alpha - 2/5/2026 10:30:16 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
The amount of power AI needs is keeping Google's CEO up at night. 🌙

The amount of power AI needs is keeping Google's CEO up at night. 🌙...

Yahoo Finance - 2/5/2026 10:30:10 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Google Stock Dips: Winning The AI Lead From Open AI May Boost $GOOG

Google stock fell 5% after posting fourth quarter results that beat expectations, and predicted a doubling of capital expenditures to $180 billion, noted the Wall Street Journal....

Forbes - 2/5/2026 10:18:12 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

Alphabet-owned YouTube's subscription and ad revenue is trending upwards. The company on Wednesday said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million three months earlier....

TechCrunch - 2/5/2026 8:31:10 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Wall Street Breakfast Podcast: Alphabet's Growth Comes With A Capex Bill

Alphabet (GOOG) delivered an 18% revenue increase to $113.8B, beating expectations, driven by Google Services and Google Cloud acceleration. GOOGL signaled a sharp ramp in 2026 capex to $175B–$185B, well above consensus, highlighting intensified AI investment....

Seeking Alpha - 2/5/2026 7:32:28 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google parent Alphabet shares are down premarket after its earnings beat. Here's what's happening

Google parent Alphabet's shares were down in premarket trade on Thursday after the company beat Wall Street's expectations on earnings and revenue. The company said it would increase spending on artificial intelligence in 2026, which has spooked investors....

CNBC - 2/5/2026 7:11:18 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Analysts set Google (GOOGL) stock price target

Wall Street analysts struck a more optimistic tone on Alphabet (NASDAQ: GOOGL) following the company's fourth-quarter earnings report, as stronger-than-expected results reinforced confidence in its cloud business and artificial intelligence strategy....

Finbold - 2/5/2026 7:10:38 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google Leans Hard Into Its AI-Winner Status

Ad and cloud growth acceleration justify the recent surge in Alphabet's stock, but the blowout capex forecast still takes one's breath away....

WSJ - 2/5/2026 6:30:00 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet's earnings impressed. Its spending plans did not

Google's parent delivered a strong end to 2025, beating forecasts on profit, revenue and cloud growth. Yet the shares fell in after-hours trading....

Proactive Investors - 2/5/2026 5:20:24 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

U.S. proposes a critical mineral trade bloc. The EV market in China continues slowing down....

CNBC - 2/5/2026 3:30:01 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet: Solid Results, Stock Down, Another Gift From The Market

Alphabet delivered record Q4 2025 results with 18% revenue growth and 31% EPS growth, surpassing expectations. GOOGL's core segments—Search, YouTube, and Cloud—showed robust expansion, with Cloud revenues up 48% and margins rising to 30%. The market reacted negatively to $175–$185B 2026 CapEx guidance, but I view this as a strategic investment strengthening GOOGL's AI-driven competitive moat....

Seeking Alpha - 2/5/2026 2:42:24 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth

Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI, a turn of events from a year ago when investors thought it was badly lagging behind rivals and punished its stock....

Reuters - 2/5/2026 12:23:25 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You

Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out....

The Motley Fool - 2/4/2026 11:15:00 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript

Alphabet Inc. (GOOGL) Q4 2025 Earnings Call Transcript...

Seeking Alpha - 2/4/2026 9:50:43 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Panama will 'pay a heavy price" if it doesn't change course: Chinese government. Sen. Tim Scott said he thinks Powell didn't commit any crime....

CNBC - 2/4/2026 9:13:15 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet resets the bar for AI infrastructure spending

Alphabet announced Wednesday that its capex spend in 2026 could be more than double what the company spent in 2025. The capex will go toward AI compute capacity for Google DeepMind and to meet "significant cloud customer demand as well as strategic investments in other bets," Alphabet CFO Anat Ashkenazi said....

CNBC - 2/4/2026 8:49:59 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to be less about ambition than necessity....

PYMNTS - 2/4/2026 8:47:32 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google parent Alphabet latest tech giant to announce plans to spend billions on AI

"We're seeing our AI investments and infrastructure drive revenue and growth across the board," CEO Sundar Pichai said....

New York Post - 2/4/2026 8:37:28 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet: Full Valuation, Full Speed

Alphabet Inc. remains a Buy, driven by accelerating Search growth, surging Cloud momentum, and robust operating leverage. Q4 2025 revenue and EPS beat expectations, with GOOGL Search revenue up 17% YoY and Cloud revenue growth at 48%. Cloud backlog doubled to $240B, signaling sustained demand and justifying a significant CapEx ramp to $175–$185B in 2026....

Seeking Alpha - 2/4/2026 8:22:52 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q4 Earnings

Although the revenue and EPS for Alphabet (GOOGL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers....

Zacks Investment Research - 2/4/2026 8:01:25 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet won't talk about the Google-Apple AI deal, even to investors

Alphabet declined to answer one of its investors buring questions about Google's AI deal with Apple on Wednesday's fourth-quarter earnings call. Instead of responding to an analyst's question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri, the question was completely ignored....

TechCrunch - 2/4/2026 7:28:31 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet: Q4 Reinforces A Generational Compounding Story

Alphabet delivered a solid Q4, with 18% YoY revenue growth and strong performance across key business lines. Despite a slight operating margin dip and surging CapEx, GOOGL's aggressive R&D and AI investments are justified by rapid Cloud and Gemini ecosystem growth. YouTube surpassed $60 billion annual revenue and 325 million paid subscriptions, while Google Cloud's run-rate exceeded $70 billion, highlighting scalable monetization beyond search....

Seeking Alpha - 2/4/2026 7:24:34 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet (GOOGL) Q4 Earnings and Revenues Beat Estimates

Alphabet (GOOGL) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago....

Zacks Investment Research - 2/4/2026 7:15:44 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet Inc. (GOOG) Surpasses Q4 Earnings and Revenue Estimates

Alphabet Inc. (GOOG) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago....

Zacks Investment Research - 2/4/2026 7:11:09 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet Beats Revenue But AI Spending Worries Hit Stock — 50-Day MA Holds Key

Alphabet dropped 6% on AI spending shock, then rebounded to +1.75%. The 50-day moving average at $321.02 holds the key to what happens next for the stock....

FXEmpire - 2/4/2026 6:51:47 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
What CNBC's 'Fast Money' traders think of Alphabet's Q4 earnings report

CNBC's “Fast Money” team discusses the highlights from Alphabet's earnings report....

CNBC Television - 2/4/2026 6:49:16 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet's Gemini breakout matters a lot in earnings, says Intelligent Alpha's Doug Clinton

Intelligent Alpha's Doug Clinton and Oppenheimer's Jason Helfstein join 'Closing Bell' to discuss what Clinton's focused on in Alphabet's earnings results, the appetite for capex and much more....

CNBC Television - 2/4/2026 6:49:01 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Google is well positioned amid tech stock selloff, says Futurum Group CEO Daniel Newman

Daniel Newman, The Futurum Group CEO, joins 'The Exchange' to discuss Newman's thoughts on Alphabet, if Google's strength will continue and much more....

CNBC Television - 2/4/2026 6:47:54 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet earnings and analysis, why one strategist is underweight the Mag 7

Market Domination Overtime Anchor Josh Lipton reports on the top stories for February 4, 2026. Josh and his panel discuss Alphabet's big fourth quarter earnings report....

Yahoo Finance - 2/4/2026 6:46:25 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet: Shattering Records

Alphabet Inc. delivered record Q4 sales, beating estimates on both lines and achieving 18% revenue growth with accelerating momentum. GOOG's growth was broad-based, led by Search at 17% and Google Cloud surging nearly 50%, while margins remained stable year-over-year. Management guides for $175–185 billion in 2025 capital expenditures, primarily for AI data centers, introducing uncertainty but supported by robust cash flows....

Seeking Alpha - 2/4/2026 6:30:32 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet Beats Earnings Expectations As Annual Revenue Tops $400 Billion For First Time

Alphabet will host its Q4 earnings call at 4:30 p.m. EST, with an option to listen in on its YouTube channel....

Forbes - 2/4/2026 5:40:35 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Alphabet Q4 results top estimates as spending plan spooks investors

Alphabet Inc (NASDAQ:GOOG), Google's parent company, reported better-than-expected fourth quarter financial results, with both revenue and earnings per share exceeding Wall Street expectations. For the fourth quarter ended December 31, 2025, Alphabet reported consolidated revenue of $113.8 billion, up 18% year-over-year, compared with the consensus estimate of $111.3 billion....

Proactive Investors - 2/4/2026 5:33:39 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Google Beats Wall Street Earnings Expectations

Tech giant's annual revenues surpassed $400 billion for the first time...

WSJ - 2/4/2026 5:15:00 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
3 Non-Tech ETFs With Alphabet Exposure

As the market digests the latest round of corporate earnings, all eyes have turned to Alphabet. Alphabet Inc. (GOOGL/GOOG) is reporting its fourth-quarter results Wednesday after the bell, with Wall Street setting a high bar for the search giant....

ETF Trends - 2/4/2026 4:53:57 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

This Is Alphabet's ‘Secret Portfolio's' Worst Performer and Google Is Helping Kill It

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) is hitting its stride in artificial intelligence....

24/7 Wall Street - 2/4/2026 2:53:30 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
GOOGL "Best in Class" into Earnings, Bull Case for "Aggressive" AI CapEx

Alphabet (GOOGL) will prove that it's the "best in class" when it comes to tech earnings, says Jawad Hussain. He believes the company's wide reach in the industry, from AI to Waymo to YouTube, all build a tech fortress that reinforce revenue....

Schwab Network - 2/4/2026 1:30:17 PM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Alphabet Aims for 12 Consecutive Quarterly Earnings Beats When It Reports Today

Alphabet reports Q4 2025 earnings today after market close. After being one of only two Magnificent Seven companies that outperformed the S&P 500 last year, Wall Street is expecting EPS of $2.64, up nearly 23% year-over-year (YOY), on revenue near $113 billion, up around 15% YOY....

24/7 Wall Street - 2/4/2026 11:41:25 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Card image cap
Private Payrolls Below Expectations, GOOGL Goal to Reenergize AI Trade

22,000 private payrolls added in January fell below estimates for 45,000, per the ADP employment report. Kevin Hincks says it continues the "no hire, no fire" narrative cast over markets in recent months....

Schwab Network - 2/4/2026 10:30:26 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Options Corner: GOOGL

Alphabet (GOOGL) earnings will take center stage following Wednesday's closing bell. Rick Ducat maps out the latest chart patterns to watch on the Mag 7 giant as its stock continues to notch new all-time highs....

Schwab Network - 2/4/2026 10:19:19 AM More News for GOOG
Stock Analysis for GOOG

Related Stocks:

Card image cap
Settings
Color Scheme

Left Sidebar