Google Search Maintains Market Dominance Amid AI Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Should l Buy GOOG?
Source: Fool
- Rapid User Growth: Since its launch in November 2022, ChatGPT 3.5 attracted 100 million users within just two months, showcasing groundbreaking advancements in dialogue and text generation, although this raised concerns about potential threats to Google Search.
- Stable Market Share: As of early 2026, Google Search still commands a 90% share of the global search market, while Bing holds less than 5%, indicating Google's continued dominance in the competitive landscape.
- Sustained Revenue Growth: Google Search reported $63.1 billion in revenue for 2025, reflecting a 17% year-over-year increase, demonstrating its ability to maintain strong financial performance despite AI competition.
- Strong Technological Adaptability: Google has successfully adapted to the rise of AI with new features like AI Overviews and AI Mode, with CEO Sundar Pichai noting record search usage in Q4 2025, highlighting its resilience in the market.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 294.900
Low
255.00
Averages
336.08
High
400.00
Current: 294.900
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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