Alphabet Offers Exposure to AI and Robotaxis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: NASDAQ.COM
- Waymo Expansion and Profitability: Waymo completed 15 million rides in 2025 and provided over 400,000 rides per week in February 2026, indicating strong market demand in major U.S. cities, which is expected to enhance Alphabet's market share and profitability.
- Robotaxi Market Potential: Goldman Sachs projects the global robotaxi market will reach $415 billion by 2035, with the U.S. accounting for nearly $48 billion, positioning Alphabet to capture significant market share through Waymo's leadership in this rapidly growing sector.
- Cloud and AI-Driven Growth: In Q1 2026, Google Cloud revenue surged 63% year-over-year to $20 billion, with operating income rising nearly 203% to $6.6 billion, reflecting strong demand for enterprise AI solutions and solidifying Alphabet's profit base.
- SpaceX Investment Value: Alphabet's stake in SpaceX could be worth approximately $87.5 billion at the expected IPO valuation, which, while having limited direct impact on Alphabet's stock price, may enhance overall investor confidence in its investment portfolio and improve risk-reward expectations.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 369.270
Low
255.00
Averages
336.08
High
400.00
Current: 369.270
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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