SpaceX IPO Expected to Be Largest Ever
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- IPO Scale Expectations: SpaceX is set to raise up to $75 billion in its upcoming IPO, with a staggering valuation of $2 trillion, positioning it as the largest public offering in history and highlighting its immense market potential in aerospace and satellite technology.
- Clear Use of Funds: The proceeds from the IPO will be directed towards expanding the Starlink low-earth orbit satellite network and high-speed internet services, as well as funding rocket development and AI initiatives, indicating the company's strategic focus on future technological advancements.
- Google Investment Returns: With an estimated 5% stake in SpaceX, Google's investment could be worth around $100 billion if SpaceX achieves its targeted $2 trillion valuation, showcasing the potential returns from its involvement in the aerospace sector.
- Rapid Cloud Computing Growth: Google's cloud business saw a 48% year-over-year revenue increase to $17.7 billion in Q4, with operating income soaring 154% to $5.3 billion, reflecting the rapid growth and profitability of its cloud services amid rising demand for AI infrastructure.
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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: 330.470
Low
255.00
Averages
336.08
High
400.00
Current: 330.470
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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- Declining CPM Rates: Concurrently, OpenAI's cost-per-mille (CPM) ad rates have dropped from $60 to as low as $25, indicating increased market competition that could impact overall advertising revenue structure.
- Strategic Hiring: OpenAI is seeking an Advertising Marketing Science Lead to define its advertiser measurement strategy and build its marketing science function, highlighting the company's long-term strategic focus on data-driven decision-making in advertising.
- Industry Standards Adoption: The CPC model is based on Google's established practices, leveraging intent signals, quality scores, and retargeting data to optimize ad placements, which is expected to enhance ad effectiveness and attract more advertisers.
See More
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- Innovative Technology Application: Thinking Machines Labs will utilize A4X Max with Blackwell architecture, becoming one of the first Google Cloud customers to leverage Nvidia's GB300 NVL72, enhancing the development of its flagship product, Tinker.
- Performance Enhancement: By integrating high-performance compute, fast storage, and automated remediation, researchers at Thinking Machines noted that Google Cloud's AI Hypercomputer has enabled them to achieve record speeds, significantly improving product development efficiency.
- Strategic Investment Value: Although the terms of the deal were not disclosed, TechCrunch reported that this multi-billion dollar agreement underscores Google Cloud's strong investment intent and market potential in the AI infrastructure space.
See More
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- High-Performance Computing: The A5X utilizes Nvidia Vera Rubin NVL72 systems, scaling up to 80,000 Rubin GPUs in a single-site cluster, enabling customers to handle their largest AI workloads, thereby strengthening market competitiveness.
- Enhanced Security: Users can now run Google's Gemini models on Nvidia's Blackwell and Blackwell Ultra GPUs, ensuring security when processing sensitive data, which meets enterprises' stringent data privacy requirements.
- Flexible AI Services: The integration of Google Cloud with Nvidia allows customers to flexibly train and serve various AI models while optimizing performance and costs, driving mainstream adoption of AI in enterprises.
See More
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- Cloud Network Insights Service: Broadcom expands its collaboration with Google Cloud by launching the Cloud Network Insights service powered by AppNeta, which offers end-to-end network observability to help organizations manage application and network experiences, thereby enhancing issue detection and root cause diagnosis in multi-cloud and hybrid environments.
- Exclusive Product Development: Building on the existing partnership, Google Cloud has developed Cloud Network Insights as a first-party offering exclusively for Google Cloud users, providing a comprehensive view of all aspects of network performance for distributed cloud applications, thus enhancing user understanding of network performance.
- User Experience Monitoring: AppNeta serves as an end-user experience monitoring solution designed to provide IT teams with visibility into network and application performance specifically for cloud and Software as a Service (SaaS) applications, helping enterprises optimize their network architecture.
- Integration Advantage: By integrating AppNeta’s comprehensive observability technologies into the Cloud Network Insights product, Google Cloud equips customers with the end-to-end insights needed to proactively optimize agent, application, and network experiences while rapidly pinpointing network bottlenecks.
See More
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- Surge in Cloud Orders: Google Cloud generated $17.7 billion in revenue in Q4 2025, up 48% year-over-year, and ended 2025 with a staggering $240 billion order backlog, a 55% increase from three months prior, suggesting substantial future revenue growth potential.
- Enhanced AI Features: The newly introduced AI Mode in Google Search has increased average query lengths by three times, significantly boosting user interaction, demonstrating the effectiveness of the company's innovations in AI to attract users and enhance market competitiveness.
- Investor Attention: Alphabet's stock has surged 130% over the past year, currently trading at a P/E ratio of 31.3, slightly below the Nasdaq-100's 32.4, indicating relative valuation attractiveness, with expectations that the earnings report will further drive stock price increases.
See More
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- Accelerating Revenue Growth: Google Search achieved a record $63.1 billion in revenue for Q4 2025, reflecting a 17% year-over-year increase, marking the third consecutive quarter of accelerating growth, showcasing the effectiveness of AI features and strong market demand.
- Strong Cloud Performance: Google Cloud generated $17.7 billion in revenue during the same quarter, up 48% year-over-year, and ended 2025 with a staggering $240 billion order backlog, which is a 55% increase from three months prior, indicating potential for even faster revenue growth ahead.
- AI Mode Enhances Engagement: The new AI Mode in Google Search has tripled the average length of queries, significantly boosting user engagement, which indicates the company's successful AI transformation and may further solidify its market leadership.
- Attractive Stock Valuation: Despite a 130% rise in Alphabet's stock over the past year, its P/E ratio stands at 31.3, lower than the Nasdaq-100's 32.4, suggesting a relatively undervalued investment opportunity that could attract long-term investors.
See More
