Alphabet Set to Report Q4 Earnings with Key AI Developments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy GOOG?
Source: Newsfilter
- Earnings Expectations: Alphabet is expected to report Q4 earnings with an EPS of $2.63 and revenue of $111.43 billion, with analysts keenly observing these figures to gauge the company's market performance, especially after a 70% stock price increase over the past six months.
- AI Partnership Highlights: Google has partnered with Apple to revamp Siri using Gemini AI models, leveraging Apple's 2.5 billion active devices, which is poised to significantly enhance Google's market share and influence in the AI sector.
- Waymo Progress: Alphabet's driverless car unit, Waymo, has launched robotaxi services in three major U.S. cities, marking a significant milestone in autonomous driving, while recently raising $16 billion in funding, valuing the company at $126 billion.
- AI Infrastructure Expansion: Google's AI infrastructure chief stated that the company must double its serving capacity every six months to meet the surging demand for AI services, highlighting the immense market pressure and opportunities Alphabet faces in the competitive AI infrastructure landscape.
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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: 393.110
Low
255.00
Averages
336.08
High
400.00
Current: 393.110
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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