ABEA.F(ABEA.F)

$301.55—Stale · unknown old

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ABEA.F(ABEA.F)

FSX • Last print unknown ago

$301.55—Stale · unknown old

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ABEA.F(ABEA.F)

ABEA.F

9/26/26

Alphabet (ABEA.F)

Saturday

11:45 PM

ThesisStrong growth in cloud services and digital advertising, coupled with a resilient business model, is driving positive sentiment among investors.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$403.0B	$499.3B	$614.7B
Rev. Growth	+15.1%	+23.9%	+23.1%
EPS	$10.91	$20.67	$15.18
EPS Growth	+34.2%	+89.4%	-26.6%
P/E (fwd)	27.7×	14.6×	19.9×

★ Analysts see FY2026 revenue reaching $499.3B — +23.9% growth in a single year.

Why Revenue Could Accelerate

01Google Cloud revenue growth is projected to accelerate to 35% YoY, driven by increased enterprise adoption.
02YouTube's ad revenue is expected to surpass $40B this year, reflecting a 25% increase in ad spend from major brands.
03Expansion of AI-driven advertising tools could enhance ad targeting efficiency, potentially increasing ad revenue by 15%.
04AI-driven advertising solutions
05Cloud computing market expansion
06Changes in digital advertising spend, particularly in North America and Europe
07Growth in Google Cloud market share, currently at approximately 10% of the cloud market
08User engagement metrics on YouTube, which has over 2 billion monthly active users

FY2025 Snapshot

Revenue: $403.0B
Rev. Growth: +15.1%
Gross Margin: 59.7%
Op. Margin: 32.1%
Net Margin: 32.8%
Net Income: $132.2B
NI Growth: +32.0%
EPS: $10.91
1Y Return: +43.4%

ABEA.F Chart

My Notes

"Management noted, 'Our investments in AI and cloud are set to redefine our growth trajectory.'"
Moat: Alphabet's competitive advantage is bolstered by its vast data ecosystem and brand loyalty, making it difficult for competitors to displace.
growth - investors are drawn to Alphabet for its strong revenue growth and market leadership in digital advertising and cloud services.
Interest rates affect Alphabet's cost of capital and valuation multiples.
Watch on earnings: Digital advertising market growth rate, Google Cloud market share changes, YouTube engagement metrics (watch time, ad impressions).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $499.3B to $614.7B as google cloud revenue growth is projected to accelerate to 35% yoy, driven by increased enterprise adoption.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

27.7×

14.6×

19.9×

Why Revenue Could Accelerate

01Google Cloud revenue growth is projected to accelerate to 35% YoY, driven by increased enterprise adoption.

02YouTube's ad revenue is expected to surpass $40B this year, reflecting a 25% increase in ad spend from major brands.

03Expansion of AI-driven advertising tools could enhance ad targeting efficiency, potentially increasing ad revenue by 15%.

04AI-driven advertising solutions

05Cloud computing market expansion

06Changes in digital advertising spend, particularly in North America and Europe

07Growth in Google Cloud market share, currently at approximately 10% of the cloud market

08User engagement metrics on YouTube, which has over 2 billion monthly active users

My Notes

"Management noted, 'Our investments in AI and cloud are set to redefine our growth trajectory.'"

Moat: Alphabet's competitive advantage is bolstered by its vast data ecosystem and brand loyalty, making it difficult for competitors to displace.

growth - investors are drawn to Alphabet for its strong revenue growth and market leadership in digital advertising and cloud services.

Interest rates affect Alphabet's cost of capital and valuation multiples.

Watch on earnings: Digital advertising market growth rate, Google Cloud market share changes, YouTube engagement metrics (watch time, ad impressions).