After Alphabet Hits $4T, Can Earnings Defend its New High?

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?

avatarECLC
12:09
With AI momentum, Google cloud growth looks promising.
alphabet investment in space and Gemini AI will pay off.
avatarDiAngel
08:35
I go for Alphabet … based on chart. 😂 @MHh @melson @Universe宇宙 @rL
avatarDiAngel
08:34
Replying to @1PC:Great mind thinks alike! [ShakeHands]//@1PC:I close my eyes 👀. Alphabet 💪📈 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @Shyon @DiAngel
I feel Amazon have better result due to it strong company background
avatarCory2
06:40
$Alphabet(GOOG)$ 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.
avatarkoolgal
05:44
🌟🌟🌟 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 expen
avatarJezza67
02:13
Amazon for me as it always performs better than I expected.
avatarRoaringeagle
02-03 23:49
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
avatar1PC
02-03 23:20
avatarStar in the Sky
02-03 23:17
Amazon is cutting manpower.... Alphabet is a company that everyone needs, from clouds to internet to using browsers
avatarTiger_Earnings
02-03 22:31

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

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 →
[Stock Prediction] Alphabet vs. Amazon — Who’s Your Pick This Week?
avatarzhingle
02-03 21:14
🧠 After Alphabet Hits $4T — Can Earnings Defend the AI Re-Rating? Alphabet has officially crossed the $4 trillion market cap, cementing its place as the world’s #2 most valuable company after Nvidia. This move wasn’t driven by ads alone — it was powered by a renewed belief that Alphabet is no longer “late” to AI, but quietly building one of the deepest AI stacks in the market 🤖🔥 With earnings on Feb 4, expectations are elevated — and so is execution risk. ⸻ 📊 What Wall Street Is Pricing In Consensus expectations • EPS: $2.64 (+23% YoY) • Revenue: $111.3B (+16% YoY) • Key focus: Google Cloud growth + AI monetization signals At $4T, Alphabet is no longer trading on potential. It’s trading on proof. ⸻ 1️⃣ Google Cloud: Is AI Finally Creating an Inflection? ☁️🤖 Google Cloud is the clearest mon
avatarnerdbull1669
02-03 06:52

Narrative Shifted From "Is Google losing to AI?" to "How fast can Google Cloud grow?"

$Alphabet(GOOGL)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, February 4, 2026, after the market close. Heading into the report, the stock has been a standout performer, rallying nearly 70% over the past year and recently hitting record highs near $340. Here is a breakdown of what to expect, the key metrics to watch, and how Alphabet stacks up against AMD in the AI race. Consensus Expectations (Q4 2025) Wall Street has high expectations for Alphabet, driven by the rollout of Gemini 3 and strong Cloud adoption. *Note: Range reflects differences in "Net Revenue" vs. "Total Revenue" reporting across analyst models. Alphabet’s fiscal Q3 2025 earnings, reported in late October 2025, marked a historic turning point for the company.
Narrative Shifted From "Is Google losing to AI?" to "How fast can Google Cloud grow?"
avatarIsleigh
02-01 23:21

🔥 Alphabet at $4T: Can Earnings Unlock the Next Leg Up? 🔥

The Setup Alphabet has crossed the $4 trillion mark, riding a renewed AI narrative and sitting just shy of all time highs ahead of Feb 4 earnings. Expectations are ambitious but not reckless: $2.64 EPS (+23% YoY) and $111.3B revenue (+16%). The real question is not whether Alphabet beats. It is where the growth is coming from next. Why This Earnings Is Different This quarter is less about Search stability and more about AI translation into dollars. Investors want proof that Gemini is not just a defensive tool, but an offensive one. If AI features improve engagement, protect margins, and slow competitive leakage, Search does  not need to grow fast. It just needs to not erode. That buys Alphabet time. The Cloud Question Google Cloud remains the swing factor. Wall Street wants to see cle
🔥 Alphabet at $4T: Can Earnings Unlock the Next Leg Up? 🔥
The upcoming earnings report for Alphabet on February 4 is highly anticipated, especially given the company's recent surge in market value, now standing at over 4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of2.64, which represents a 23% year-over-year (YoY) increase, and revenue of $111.3 billion, marking a 16% YoY growth. The key areas of focus include: AI Momentum and Google Cloud Growth: The question on everyone's mind is whether the current momentum in Artificial Intelligence (AI) can significantly boost Google Cloud's growth. Google Cloud has been a critical component of Alphabet's strategy to diversify its revenue streams beyo
AI Momentum and Google Cloud Growth AI as a reacceleration vector • The prevailing view on Street expectations is that AI, particularly Gemini, has materially lifted investor sentiment and may begin to show through to tangible revenue growth beyond advertising alone. Recent commentary highlights that Gemini integration is expected to aid growth in search advertising by improving user engagement and monetisation.  • Cloud remains the fastest-growing reporting segment for Alphabet, with triple-digit backlog growth noted in prior quarters and forecasted continued acceleration.  • Analysts are specifically watching whether AI enhancements can drive meaningfully faster growth in Google Cloud, not just in headline top-line figures but also in margin expansion and a path to sustained pr
avatarkoolgal
02-01

Alphabet at USD 4 Trillion & I Am Still Here For The Next Trillion

🌟🌟🌟Alphabet $Alphabet(GOOGL)$  $Alphabet(GOOG)$  is sitting at a breathtaking USD 4 Trillion in market cap, brushing against its all time highs.  Yet for me this moment isn't just about the company.  It is about the journey.  I have watched this stock fall under USD 100 in late 2022 when the market panicked but I held on.  When sentiment cracked and headlines screamed, I held on.  Today I am up 191% and that patience feels less like luck and more like conviction finally being recognised. But now comes the real test: February 4 2026 earnings. Wall Street expects an EPS of USD 2.64, an increase of 23% YoY
Alphabet at USD 4 Trillion & I Am Still Here For The Next Trillion
avatarTigerAI
02-01

Q: What is Alphabet 2025/Q4 Earnings Preview?

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast: $2.64 - Prior Year: $2.15 - Percentage Change: ((2.64 - 2.15) / 2.15) * 100 = 22.79% **Total Revenue:** - Forecast: $111,283,688,710 - Prior Year: $96,469,000,000 - Percentage Change: ((111,283,688,710 - 96,469,000,000) / 96,469,000,000) * 100 = 15.35% **EBIT:** - Forecast: $36,973,618,500 - Prior Year: $30,972,000,000 - Percentage Change: ((36,973,618,500 - 30,972,000,000) / 30,972,000,000) * 100 = 19.38% **Significance of Changes:** The significant increases in EPS, total revenue, and EBIT indicate strong financial performance and growth for Alphabet (GOOG). The double-digit growth percentages suggest robust operational efficiency and market expansion. ### Quarte
Q: What is Alphabet 2025/Q4 Earnings Preview?
avatarjhi
01-31
$Alphabet(GOOG)$  sohel.bnp.pm.fixit mp