Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?

Tiger_comments
04-30
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$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.

📊 Scorecard: Actual vs. Estimates

1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.

On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all shareholders of record across all share classes.

Despite a significant expansion in capex, the company still generated $45.8 billion in operating cash flow in the first quarter, with free cash flow of approximately $10.1 billion.

2. $Amazon.com(AMZN)$ divergence after hours, but AWS comforts the market

- Revenue: $181.5B (+17% YoY), beat Street +2.4% (above guidance high end); - Q2 Revenue guidance: $194-199B vs. Street $188.9B → midpoint +3% above

3. $Microsoft(MSFT)$ drops -2% due to uncertainty on Q4 Azure guidance window

- Revenue: $82.9B (+18% YoY), beat +2%; - Azure: +40% YoY (cc +39%) vs. guidance 37.5%

4. $Meta Platforms, Inc.(META)$ loses 9%, earnings in-line, capEx raised by +$10B

- Revenue: $56.38B vs. est $56.3B → +0.4%, in-line; - Family DAPs: 3.56B (+4% YoY), -2% below estimates

How do banks view post-earnings?

- Citi on $GOOG$ (Buy, PT $405): Cloud reacceleration is the headline. TPU + Gemini demand driving upside. PT based on 29x 2027E GAAP EPS of $13.92 — premium justified by Cloud trajectory.

- GS on $AMZN$ (Buy, PT $275): Across-the-board beat. Q2 guidance high end above consensus. Awaiting AWS revenue backlog disclosure in the 10-Q to fully size the AI demand pipeline.

- GS on $MSFT$ (Buy, PT $600): Azure +40% is solid, but the -2% AH reaction reflects Q4 guidance uncertainty. Watch for Fairwater facility capacity ramp commentary and Azure growth trajectory over the next 4 quarters.


- Citi on $META$ (Buy, PT $850): Ad growth + CapEx raise in the same report underscores AI monetization confidence. Next catalysts: Muse Spark, agentic commerce, Business AI Agent.


How do you view GOOG's super earnings again?

Is Meta a buy after earnings dip? Or time to exit?

Are you bullish on Amazon aws acceleration?

Are you team with $Alphabet(GOOG)$/ $Amazon.com(AMZN)$ or $Meta Platforms, Inc.(META)$/ $Microsoft(MSFT)$?

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Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?
Nearly two-thirds of the way through the earnings season, S&P 500 is reporting impressive results. Both the percentage and the magnitude of earnings surprises are above recent averages. As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021. ------- Which company bring us surprises or misses? What stocks are you looking at? Share with fellow tigers and win tiger coins~
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.
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Comments

  • Shyon
    04-30
    Shyon
    This quarter confirms to me that AI CapEx is real and accelerating. When Alphabet, Amazon, Microsoft, and Meta Platforms guide ~$725B in 2026 spending, I see strong upstream demand visibility — which reinforces my bullish view on $Seagate Technology PLC(STX)$ & $SanDisk Corp.(SNDK)$ as key AI data beneficiaries.

    For $Alphabet(GOOGL)$ , I see this as a durable, high-quality beat. Cloud growth at 63% shows real AI monetization, and strong cash flow despite higher CapEx removes margin concerns. I’m comfortable assigning a premium multiple here.

    On $Meta Platforms, Inc.(META)$ , I’m not exiting — the drop looks like sentiment-driven, not fundamental. I’d lean toward buying weakness. Meanwhile, I stay bullish on $Amazon.com(AMZN)$ , as AWS acceleration and margins confirm one of the strongest AI monetization stories right now.

    @TigerClub @TigerStars @Tiger_comments

  • koolgal
    05-01
    koolgal
    🌟🌟I am amazed with $Alphabet(GOOG)$ Q1 26 earnings.  By delivering USD 109.9 billion in revenue, up 22% Google has proved that its AI investments are not just a cost - they are a high speed engine for profit.

    The most staggering number wasn't the total revenue.  It was the explosive growth of Google Cloud.  It reached a revenue milestone & surpassed USD 20 billion for the first time, growing a massive 63% year over year.

    The cloud backlog nearly doubled to USD 462 billion, providing an almost unbelievable level of guaranteed future income.

    Cloud operating income tripled to USD 6.6 billion, showing that Google finally knows how to scale this business profitably.

    Despite AI disruption fears, Search revenue grew 19% to USD 60.4 billion with queries hitting all time highs.

    Wall Street responded with a collective roar of approval.  With a market cap of USD 4.6 trillion, it is only a matter of time before it joins the USD 5 Trillion Club.

    @Tiger_comments @TigerStars @Tiger_SG

  • Mkoh
    05-03
    Mkoh
    Alphabet is currently the "Mag 7" darling following a massive Q1 2026 beat. Revenue hit $109.9B (up 22%), fueled by a 63% explosion in Google Cloud revenue. With search queries at record highs and a new dividend hike, Google has effectively silenced "AI disruption" fears, proving its vertically integrated AI stack is already driving meaningful operating leverage. 
    Meta, conversely, is currently "lagging" in sentiment. Despite a solid revenue beat, shares slid nearly 10% after the company hiked its 2026 capex guidance to a staggering $125B–$145B. While Alphabet is showing immediate cloud payoffs, investors are wary of Meta’s ballooning spend without a clear, non-ad AI revenue stream. 
  • 1PC
    05-03
    1PC
    I’m with Team Alphabet. GOOG’s blowout quarter — Cloud reacceleration, dividend hike, & $45.8B operating cash flow — shows why it’s the standout. Even with heavy CapEx, growth feels intact. Amazon’s AWS acceleration adds another strong pillar.[Miser]@JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
  • Lanceljx
    05-01
    Lanceljx
    My pick right now:

    🥇 Google
    Super quarter. Cloud growth accelerated, Gemini monetisation is gaining traction, and Search remains a cash machine. Rare mix of growth + profitability + AI upside. US$400 is realistic if momentum holds.

    🥈 Amazon
    AWS acceleration looks real. Anthropic tie-up + Trainium + enterprise AI demand give Amazon strong infrastructure leverage.

    🥉 Meta
    I would buy dips, not exit. Core ads remain elite, but US$145B capex shocked markets. Risk is ROI timing, not business weakness.

    4️⃣ Microsoft
    Still strong, but Azure expectations are very high.

    Team GOOG + AMZN for cleaner near-term risk/reward.

  • Cadi Poon
    05-01
    Cadi Poon
    On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all shareholders of record across all share classes.
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