I added to my position in GOOG following KeyBanc Capital Markets’ upgraded price target and continued Overweight rating, which reinforces confidence in Alphabet’s long-term growth trajectory. The company’s rising capex signals aggressive investment to strengthen Google Services and Google Cloud, supporting future revenue expansion despite short-term concerns about spending levels. Operational momentum remains strong, with Search growth in 2025 and Cloud backlog surging nearly 55% QoQ. Meanwhile, Gemini reaching 750 million monthly active users highlights accelerating AI adoption. I view this as an earnings-driven story, where sustained profit growth—not valuation expansion—will likely power future share price appreciation.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- AuntieAaA·01:27GoodLikeReport