[Stock Prediction] Alphabet vs. Amazon — Who’s Your Pick This Week?

Tiger_Earnings
02-03 22:31

This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor.

📊 Earnings Preview

$Alphabet(GOOG)$ (Reports after market close, Feb 4)

  • Estimated Q4 revenue: $111.4B (+15.3% YoY)

  • Estimated EPS: $2.63 (+23.7% YoY)

Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization.

📞 Earnings call: Feb 5, 5:30 AM SGT → Join here

$Amazon.com(AMZN)$ (Reports after market close, Feb 5)

  • Estimated Q4 revenue: $211.3B (+12.8% YoY)

  • Estimated EPS: $1.96 (+31.5% YoY)

Key focus: AWS AI workloads, fulfillment network efficiency, third-party seller services, and advertising monetization.

📞 Earnings call: Feb 6, 6:00 AM SGT → Join here

Which stock do you think will perform best after earnings?

💰 Event Rules

  • Click to vote. Guess which stock do you think will perform best after earnings? If you get the correct answer, you may divide 500 Tiger Coins with other Tigers.

🎁 Extra Bonus:

  • Reply and forward this post with your prediction and reasoning to receive 5 bonus Tiger Coins. We love hearing your take!

⏰ Event Duration

  • From February 3 to February 6 at 04:00 SGT

Alphabet vs. Amazon — Who’s Your Pick This Week?(Maximum1 votes)
  • Alphabet(83 votes)
  • Amazon(39 votes)
Alphabet Harvest Season? Can Earnings Support Stock New Highs?
Alphabet has surged on a strengthening AI narrative, pushing its market cap above $4T, second only to Nvidia. The stock is hovering near all-time highs ahead of earnings on Feb 4. Wall Street expects $2.64 EPS (+23% YoY) and $111.3B revenue (+16%), with focus squarely on whether AI momentum is translating into faster Google Cloud growth. Can AI momentum meaningfully reaccelerate Google Cloud growth this quarter? Will AI-driven Cloud growth be strong enough to justify Alphabet’s recent re-rating? Can Gemini upgrades defend Search margins amid rising competition?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • icycrystal
    04:03
    icycrystal
    am leaning toward Amazon (AMZN) as having higher immediate upside potential following their Q4 2025 earnings reports, with some projecting gains of up to 22% in 2026 compared to 3% for Alphabet (GOOGL).

    While both companies hold "Strong Buy" ratings, Amazon's performance is expected to be driven by accelerating growth in AWS (projected at 22–23%) and high-margin advertising revenue.

    Alphabet is anticipated to report strong results on February 4, 2026, but its valuation leaves "little room for error" near all-time.

    • koolgal: 
      Great insights 🥰🥰🥰
  • 1PC
    02-03 23:20
    1PC
    I close my eyes 👀. Alphabet 💪📈 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @Shyon @DiAngel
    • DiAngelReply1PC: 
      Today I even happier as I went to collect new notes. Yesterday can’t snap a slot so pulled my connection n get all my brand new notes fresh from MAS even though I was warned that I will get Fit. [LOL][Happy][Smile][Chuckle]. The connection never failed me. [Heart][Love you]
    • 1PCReplyDiAngel: 
      ✋✋ [Happy] [Miser]
    • 1PCReplykoolgal: 
      ✋✋ [Happy] [Miser]
    • DiAngel: 
      Great mind thinks alike! [ShakeHands]
    • koolgal: 
      I vote Alphabet too 👍👍👍
  • koolgal
    05:44
    koolgal
    🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? The competition between the 2 "A"s in Mag 7 is one focused on margins & monetisation.

    Alphabet has a tactical advantage as an "AI first" company.  It has a 32% net profit margins and a large cash reserve, allowing it to innovate.

    Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently.

    Alphabet can turn Gemini AI into advertising revenue.  Amazon must show that its spending won't reduce profits.

    The Verdict

    Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expensive to maintain.

    Alphabet has a lower risk profile than Amazon.  Alphabet's recent growth has outstripped Amazon, making it the likely winner this week.

    Winner: Alphabet 🏆🏆🏆

    @Tiger_Earnings @Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger

  • 這是甚麼東西
    13:48
    這是甚麼東西
    amazon. While both are strong long-term AI plays, Amazon currently holds the edge this week with slightly higher EPS growth projections for 2026 and strong buy ratings from major analysts heading into its report.
  • Cory2
    06:40
    Cory2
    $Alphabet(GOOG)$ just because I thought I'd read some unfavourable news about $Amazon.com(AMZN)$ with layoffs (which can be a good thing for profits I know), and a couple other sidenotes. Tipping Google for the longer term home run with it's new partnership/s etc. and already earned reputation.
  • Roaringeagle
    02-03 23:49
    Roaringeagle
    alphabet should be the win against Amazon, alphabet Ai is better than most others Ai in the market. Therefore, most likely alphabet will win back it's market share and that will turn into revenue and profits
Leave a comment
23
72