Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.

Alphabet Inc. демонстрирует сильные финансовые показатели и высокие мультипликаторы по сравнению с отраслью. P/E находится на уровне 33.54, что значительно выше медианы, что указывает на возможную переоцененность акций. Однако, компания показывает отличные показатели рентабельности с ROE на уровне 35% и ROA на уровне 25.3%, что значительно превышает медианные значения. Долговая нагрузка остается низкой с debt_equity_ratio на уровне 0.06, что является положительным фактором. Выручка и чистая прибыль растут, что также поддерживает позитивный взгляд на компанию. Однако отсутствие дивидендов и высокий уровень мультипликаторов указывают на возможные риски для инвесторов. В целом, несмотря на некоторые негативные аспекты, финансовые показатели и устойчивый рост доходов делают Alphabet привлекательной для долгосрочных инвестиций.

Alphabet Inc.

A New Chapter in AI’s Most Powerful Partnership

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Alphabet GOOGL Q1 2026 Earnings Call Transcript

(RTTNews) - Alphabet Inc. (GOOG) on Wednesday reported first-quarter results with profit surging from last year, driven by double-digit revenue growth.
The tech and digital services company reported a jump in net income to $62.58 billion, up from $34.54 billion, nearly double, during the same period last year. Earnings per share also saw an increase, rising to $5.11 from $2.81 the year before.
Revenues rose to $109.90 billion, up 22% from $90.23 million a year ago, highlighting strong performance across primary business areas. This growth was fueled by higher operating income and ongoing expansion in crucial segments.
GOOG is currently trading after hours at $369.79, up $22.48 or 6.47 percent on the Nasdaq.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Alphabet Q1 Profit Nearly Doubles

Wednesday, April 29th, 2026
“Thank you very much, everyone,” Fed Chair Jerome Powell said to the press corps following the latest FOMC decision, to light applause, “I won’t see you next time.” With that, the Fed Chair changes hands to former Fed Governor Kevin Warsh for the next FOMC meeting in June. As expected, no change was made to the 3.50-3.75% Fed funds rate, just as it has been since December of last year.
The economy continues to expand at a “solid rate,” as stated in the FOMC release prior to Powell’s press conference, with unemployment little changed. Stephen Miran, as expected, was the lone policy dissenter — advising yet another 25 basis-point (bps) cut on interest rates. Fed Presidents Hammack, Kashkari and Logan dissented on the opposite side of sentiment: they did not want to keep language regarding a bias toward easing, as has been the case for quite some time.
Powell spoke to this in the presser, citing that “the center is moving toward a more neutral place,” despite Miran’s opinion to the contrary. The Iran war is contributing to a “high level of uncertainty” regarding the economy going forward, with higher global energy prices adding to inflation pressure. This is reminiscent of tariff inflation from a year ago, which Powell today said he expects will subside over the course of this year.
The burning question on the lips of many in the press corps was answered by Powell before the Q&A period began: he would be staying on as Fed Governor instead of retiring, and will not leave the board until investigations and legal actions taken against him by the Trump administration are truly over, “with finality and transparency.” Currently there is some question whether the Inspector General will reopen this investigation.
In his demure manner, Powell went further than at any time previously in describing what is at stake with the Fed’s independence: legal actions are “battering the institution,” Fed independence is what “separates successful countries from unsuccessful ones,” and “if we had acted politically, we would have no credibility.” The outgoing Fed chair said it is not his intention to interfere with the incoming Fed alignment, and that he will remain on until he finds it “appropriate to leave.”
Heavyweights of AI Report Astounding Earnings, Growth
There’s no other way to describe this afternoon’s earnings results than “gargantuan.” The biggest of the big AI players are beginning to show results of their capital expenditures over the past couple years, and the numbers are astounding.
Microsoft MSFT was the tamest of the lot, with fiscal Q3 earnings per share of $4.27 outperforming expectations by two solid dimes, for a +23.4% positive earnings surprise. Revenues of $82.89 billion easily surpassed the $81.40 billion anticipated. But shares are still -2% on the news, as heavy capex is keeping the stock trading down -14% year to date. Its Business Software unit grew +17% year over year and Azure was +40% (still slightly below their “whisper number”), so you can see the results AI is having for the company already.
Alphabet GOOGL shares are up +5.8% on its Q1 report this afternoon, with earnings of $2.81 per share outpacing the $2.64 projected on +22% revenue growth to $109.9 billion (minus Traffic Acquisition Costs [TAC], as Zacks prefers to report it, this figure reaches $96.2 billion, ahead of the $92.2 billion expected). Services were up +16%, including Search +16% and YouTube +11% in the quarter, but it was Cloud that really saw a huge jump: +63% in revenues to $20 billion, with its AI Gemini unit +40% quarter over quarter.
Amazon AMZN blew the doors off earnings expectations in its Q1 report this afternoon: $2.78 per share versus the $1.60 estimate on $181.5 billion in revenues, up from $177.8 billion in the Zacks consensus. AWS demonstrated its fastest growth in 15 quarters, +28% to $37.6 billion, while operating cash flow rose +30% to $148.5 billion. Yet its extraordinary capex spending — upwards of $200 billion — is giving investors some sticker shock, sending shares down -3.8% in after-hours trading.
Meta Platforms META put up the biggest earnings surprise of them all in its Q1 report after the close: $10.44 per share, crushing the $6.71 estimate and +62% year over year on $56.31 billion in revenues surpassing the $55.49 billion expected, +33% year over year. Yet revenues for next quarter are being guided relatively in-line with earlier estimates while, again, extraordinary capex spending is sending shares -6.7% in the after-market, swinging to negative growth in share price year-to-date.
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Powell to Stay on as Fed Governor, Plus Huge Mag 7 Earnings

For the quarter ended March 2026, Alphabet (GOOGL) reported revenue of $94.67 billion, up 23.8% over the same period last year. EPS came in at $5.11, compared to $2.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $92.22 billion, representing a surprise of +2.65%. The company delivered an EPS surprise of +93.84%, with the consensus EPS estimate being $2.64.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Alphabet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total TAC (traffic acquisition costs): $15.23 billion versus the nine-analyst average estimate of $15.39 billion.
Headcount (Number of employees): 194,668 versus 192,820 estimated by three analysts on average.
Revenues- United States: $53.98 billion versus the two-analyst average estimate of $51.88 billion. The reported number represents a year-over-year change of +22.8%.
Revenues- Other Americas (Canada and Latin America): $6.35 billion versus the two-analyst average estimate of $6.65 billion. The reported number represents a year-over-year change of +21.3%.
Revenues- APAC: $18.29 billion versus $19.01 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.1% change.
Revenues- EMEA: $31.47 billion versus the two-analyst average estimate of $32.51 billion. The reported number represents a year-over-year change of +21.4%.
Revenues- YouTube ads: $9.88 billion versus $10.03 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
Revenues- Google Cloud: $20.03 billion versus the seven-analyst average estimate of $18.4 billion. The reported number represents a year-over-year change of +63.4%.
Revenues- Google advertising: $77.25 billion versus $76.91 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +15.5% change.
Revenues- Google Search & other: $60.4 billion versus the seven-analyst average estimate of $59.66 billion. The reported number represents a year-over-year change of +19.1%.
Revenues- Google Network: $6.97 billion versus $7.18 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -3.9% change.
Revenues- Google subscriptions, platforms, and devices: $12.38 billion compared to the $12.12 billion average estimate based on six analysts. The reported number represents a change of +19.3% year over year.
Shares of Alphabet have returned +21.6% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Alphabet (GOOGL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Alphabet (GOOGL) came out with quarterly earnings of $5.11 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.81 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +93.84%. A quarter ago, it was expected that this internet search leader would post earnings of $2.57 per share when it actually produced earnings of $2.82, delivering a surprise of +9.73%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Alphabet, which belongs to the Zacks Internet - Services industry, posted revenues of $94.67 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.65%. This compares to year-ago revenues of $76.49 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Alphabet shares have added about 11.8% since the beginning of the year versus the S&P 500's gain of 4.3%.
What's Next for Alphabet?
While Alphabet has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Alphabet was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.80 on $98.44 billion in revenues for the coming quarter and $11.54 on $409.46 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Upwork (UPWK), another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This online freelance marketplace operator is expected to post quarterly earnings of $0.25 per share in its upcoming report, which represents a year-over-year change of -26.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Upwork's revenues are expected to be $196.8 million, up 2.1% from the year-ago quarter.
Should You Invest in Alphabet Inc. (GOOGL)?
Before you invest in Alphabet Inc. (GOOGL), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Alphabet (GOOGL) Q1 Earnings and Revenues Beat Estimates

Key Points
Nextpower is evolving into a one-stop shop for solar energy solutions.
Brookfield Renewable builds a diverse mix of green energy projects.
Most countries still generate most of their energy from fossil fuels and other non-renewable resources. However, the recent spike in oil prices underscores the importance of renewable energy sources such as solar, hydro, and wind power.
From 2026 to 2033, Grand View Research expects the global renewable energy market to expand at a 14.7% CAGR as more industries scramble to reduce their greenhouse gas emissions. To capitalize on that trend, investors should check out these two renewable energy plays: Nextpower (NASDAQ: NXT) and Brookfield Renewable Corporation (NYSE: BEPC). Both stocks are evergreen plays that could generate big returns over the next few decades.
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Nextpower
Nextpower is a solar infrastructure company that produces solar trackers (that tilt solar panels to follow the sun), electrical balance of systems (eBOS) solutions (for moving electricity from solar panels to the grid), robotics systems (for maintaining solar farms), as well as AI-powered software for predicting weather, automating operations, and optimizing performance.
In other words, it's a "one-stop" shop that supports the construction and entire lifecycle of solar power plants. It still generates most of its revenue from its efficiency-boosting solar trackers -- and still controls more than a quarter of that booming market -- but it's aggressively expanded its non-core businesses through several acquisitions over the past two years. It's set up shop across dozens of countries, but it still generates most of its revenue in North America.
From fiscal 2025 (which ended last March) to fiscal 2028, analysts expect Nextpower's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 14% and 11%, respectively. That growth should be driven by the rapid expansion of the power-hungry cloud and AI markets, new decarbonization initiatives, and its overseas growth. Its new add-on robotics and AI services could also boost its revenue per customer.
With an enterprise value of $16.3 billion, Nextpower still looks like a bargain at 17 times next year's adjusted EBITDA. According to Mordor Intelligence, the global solar market's total volume could expand at a 19.9% CAGR from 2026 to 2031 -- and Nextpower's "picks and shovels" approach could make it a great play on that secular trend.
Brookfield Renewable Corporation
Brookfield Renewable is a more diversified green energy company that builds hydroelectric dams, wind farms, solar power plants, and other green energy projects. At the end of 2025, it had 47 GW of operating renewable capacity and 200 GW of renewable projects in its pipeline. That massive backlog ensures it will grow steadily for the foreseeable future.
Like Nextpower, Brookfield Renewable's growth is being driven by new decarbonization initiatives and the rapid expansion of its cloud and AI markets. It's already secured long-term renewable power agreements with hyperscalers like Microsoft and Alphabet's Google, and it's locking those customers into "inflation escalators" that allow it to raise its prices to keep pace with inflation. It's also benefiting from rising sales of electric vehicles (EVs), which are shifting market demand for gas toward electricity, as well as from industrial companies' reshoring and automating their operations.
From 2025 to 2028, analysts expect Brookfield Renewable's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6%, respectively. With an enterprise value of $57.9 billion, it still looks cheap at 14 times next year's adjusted EBITDA. It also pays a forward yield of 3.9%.
Therefore, Brookfield Renewable is a great stock for income-oriented investors seeking balanced exposure to the growing renewable energy market. However, investors shouldn't conflate it with Brookfield Renewable Partners (NYSE: BEP) -- the older master limited partnership (MLP) that holds the same assets but requires additional tax forms.
Should you buy stock in Nextpower right now?
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Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Nextpower. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Best 2 Renewable Energy Stocks to Buy and Hold for Decades

The following companies are expected to report earnings after hours on 04/29/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Microsoft Corporation (MSFT)is reporting for the quarter ending March 31, 2026. The computer software company's consensus earnings per share forecast from the 14 analysts that follow the stock is $4.07. This value represents a 17.63% increase compared to the same quarter last year. In the past year MSFT has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 6.7%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for MSFT is 25.95 vs. an industry ratio of 43.60.
Amazon.com, Inc. (AMZN)is reporting for the quarter ending March 31, 2026. The internet company's consensus earnings per share forecast from the 13 analysts that follow the stock is $1.60. This value represents a 0.63% increase compared to the same quarter last year. AMZN missed the consensus earnings per share in the 4th calendar quarter of 2025 by -1.52%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AMZN is 33.68 vs. an industry ratio of 21.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Alphabet Inc. (GOOGL)is reporting for the quarter ending March 31, 2026. The internet services company's consensus earnings per share forecast from the 13 analysts that follow the stock is $2.64. This value represents a 6.05% decrease compared to the same quarter last year. In the past year GOOGL has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 9.73%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for GOOGL is 30.31 vs. an industry ratio of 43.60.
Alphabet Inc. (GOOG)is reporting for the quarter ending March 31, 2026. The internet services company's consensus earnings per share forecast from the 13 analysts that follow the stock is $2.64. This value represents a 6.05% decrease compared to the same quarter last year. In the past year GOOG has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 9.73%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for GOOG is 30.11 vs. an industry ratio of 43.60.
Meta Platforms, Inc. (META)is reporting for the quarter ending March 31, 2026. The internet software company's consensus earnings per share forecast from the 15 analysts that follow the stock is $6.71. This value represents a 4.35% increase compared to the same quarter last year. In the past year META has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 8.16%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for META is 22.51 vs. an industry ratio of -37.00, implying that they will have a higher earnings growth than their competitors in the same industry.
KLA Corporation (KLAC)is reporting for the quarter ending March 31, 2026. The electrical instrument company's consensus earnings per share forecast from the 8 analysts that follow the stock is $9.16. This value represents a 8.92% increase compared to the same quarter last year. In the past year KLAC has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 0.34%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for KLAC is 49.37 vs. an industry ratio of 21.50, implying that they will have a higher earnings growth than their competitors in the same industry.
QUALCOMM Incorporated (QCOM)is reporting for the quarter ending March 31, 2026. The electric company company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.90. This value represents a 19.15% decrease compared to the same quarter last year. In the past year QCOM has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for QCOM is 18.27 vs. an industry ratio of -167.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Equinix, Inc. (EQIX)is reporting for the quarter ending March 31, 2026. The reit company's consensus earnings per share forecast from the 4 analysts that follow the stock is $9.85. This value represents a 1.86% increase compared to the same quarter last year. In the past year EQIX has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 10.82%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EQIX is 28.54 vs. an industry ratio of 14.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Canadian Pacific Kansas City Limited (CP)is reporting for the quarter ending March 31, 2026. The transportation (rail) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.78. This value represents a 5.41% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CP is 23.20 vs. an industry ratio of 16.70, implying that they will have a higher earnings growth than their competitors in the same industry.
O'Reilly Automotive, Inc. (ORLY)is reporting for the quarter ending March 31, 2026. The wholesale retail company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.69. This value represents a 11.29% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ORLY is 28.35 vs. an industry ratio of 19.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Aflac Incorporated (AFL)is reporting for the quarter ending March 31, 2026. The insurance company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.80. This value represents a 8.43% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AFL is 16.00 vs. an industry ratio of 17.30.
Carvana Co. (CVNA)is reporting for the quarter ending March 31, 2026. The internet company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.42. This value represents a 5.96% decrease compared to the same quarter last year. CVNA missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -22.56%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CVNA is 58.31 vs. an industry ratio of 21.30, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for April 29, 2026 : MSFT, AMZN, GOOGL, GOOG, META, KLAC, QCOM, EQIX, CP, ORLY, AFL, CVNA

Key Points
Berkshire’s final big stock purchase under Buffett was Alphabet.
Alphabet is one of the few companies that can own and monetize AI globally.
Many investors followed Warren Buffett's stock purchases for Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) for fresh investing ideas. Many of its top holdings -- including Apple, American Express, and Coca-Cola -- have been reliable long-term winners that easily withstood recessions and other macro headwinds.
Before stepping down as Berkshire's CEO at the end of 2025, Buffett approved one final major new investment for that portfolio: Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). That investment was surprising because Buffett had avoided tech stocks for most of his career; he sold many of Berkshire's other top holdings in 2025, and Alphabet still faces macro and regulatory headwinds. However, I also believe it's a compelling long-term buy for one simple reason: AI.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Why is Alphabet the ultimate AI stock?
Alphabet, the parent company of Google, is one of the few companies that can both own and monetize AI at a global scale. By comparison, many AI companies have promising AI tech but lack clear distribution and monetization strategies. Others have massive distribution capabilities, but they're dependent on the AI algorithms and infrastructure of other companies.
Google doesn't have either problem. It's already a full-stack AI infrastructure company that produces its own chips (TPUs), large language model (Gemini), a cloud platform, and other apps. Its massive ecosystem -- including Google Search, YouTube, Android, and Chrome -- enables it to instantly distribute its new AI features to billions of users worldwide.
Therefore, AI isn't an existential threat to Google's core businesses. Instead, AI refines its search results, improves its targeted ads, and connects more businesses to its cloud infrastructure platform. It's also firmly profitable and generates most of its revenue from its higher-margin advertising business, so it can easily afford to expand its more capital-intensive cloud and AI features. Those strengths give it a much stronger foundation than other AI companies, and should make it a reliable stock to buy and hold as the market expands.
Why would Buffett consider Alphabet a worthy investment?
Berkshire purchased 17.8 million shares of Alphabet in the third quarter of 2025, when the stock had an average closing price of $209.06 per share. Today, the stock trades at more than $350.
From 2025 to 2028, analysts expect Alphabet's revenue and EPS to grow at CAGRs of 16% and 13%, respectively, as the cloud and AI boom continues. Its stock still looks reasonably valued at 26 times next year's earnings.
While Buffett hasn't publicly commented on Alphabet after Berkshire's big purchase, the tech giant's robust growth, wide moat, and attractive valuation make it comparable to many of the conglomerate's other top holdings. Therefore, it's still a great stock to buy and never sell.
Should you buy stock in Alphabet right now?
Before you buy stock in Alphabet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
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American Express is an advertising partner of Motley Fool Money. Leo Sun has positions in Apple and Coca-Cola. The Motley Fool has positions in and recommends Alphabet, American Express, Apple, and Berkshire Hathaway. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Reason I'd Buy Buffett's Final Favorite Stock And Never Sell

An updated edition of the March 11, 2026, article.
Artificial Intelligence (AI) allows machines to analyze large volumes of data, identify patterns, and make independent decisions. It is transforming sectors like robotics, healthcare, finance, cybersecurity, and e-commerce by simulating human intelligence through technologies such as machine learning, deep learning and natural language processing. Advances in multimodal learning and enhanced context awareness are accelerating AI adoption. From chatbots and medical diagnosis to fraud detection and autonomous systems, AI has become a key driver of organizational agility, while significantly improving productivity and operational efficiency.
Per Gartner, global AI spending is expected to hit $2.52 trillion in 2026, indicating 44% growth over 2025. According to the Boston Consulting Group, CEOs plan to spend 1.7% of revenues in 2026. U.S. tech giants, including Microsoft MSFT, Alphabet GOOGL and Meta Platforms, have been at the forefront of bringing remarkable advances to AI technology, well supported by powerful AI chips and custom accelerators from NVIDIA NVDA, AMD, Broadcom AVGO and Micron Technology MU. The deals between OpenAI and AMD, as well as OpenAI and NVIDIA, reflect growing demand for AI chips. Alphabet’s Tensor Processing Units are also gaining traction. Broadcom’s extended partnership with Meta Platforms will see the companies co-develop multiple generations of META’s custom AI chips.
AI models continue to evolve thanks to strong spending on developing large language models (LLMs). Microsoft-backed OpenAI introduced GPT-5 chat, which represents a major improvement in natural language understanding and generation capabilities. Expanding its generative AI footprint, Alphabet introduced Nano Banana Pro, which is built on Gemini 3 Pro. Alphabet is infusing AI into its search business in order to attract more users, while Meta Platforms’ focus on integrating AI into its platforms is driving user engagement. Both initiatives are driving ad revenue growth.
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3 AI Stocks to Buy Right Now
Micron Technology is benefiting from surging demand for HBM and robust DRAM pricing recovery. DRAM revenues accounted for more than 79% of Micron’s total sales in the second quarter of fiscal 2026. The pricing benefits are likely to be driven by rising AI server demand, causing a scarcity in the availability of cutting-edge DRAM supplies. This will support Micron’s margin expansion and profitability. This Zacks Rank #1 (Strong Buy) company is capitalizing on the AI boom with its HBM3E solutions, which are increasingly being adopted by major hyperscalers and enterprise customers. You can see the complete list of today’s Zacks #1 Rank stocks here.
Micron is poised to be the key beneficiary of surging AI-related infrastructure spending, as companies continue to build out GPU clusters and AI data centers that require advanced memory solutions. AI PCs are an important part of Micron’s growth plan. An expanding partner base that includes the likes of NVIDIA, AMD and Intel, is enabling Micron to capture a larger share of the AI infrastructure market. Deepening relationship with major cloud and enterprise customers ensures stable revenue streams and reduces the risk of pricing volatility.
Broadcom’s prospects benefit from rising AI revenues. Semiconductor business benefits from strong AI revenues, which surged 106% year over year in the first quarter of fiscal 2026. AI networking revenues grew 60% year over year and represented one-third of AI revenues, while AVGO’s revenues from XPUs jumped 140% year over year.
Broadcom’s AI momentum is expected to continue, thanks to a clientele that includes Google, Meta Platforms and Anthropic. This Zacks Rank #1 company continues to gain market share in AI networking, driven by the first-to-market Tomahawk 6 switch at 100 terabit per second, as well as Broadcom’s 200G SerDes, which are capturing demand from hyperscalers. Tomahawk 6 delivers exceptional flexibility with support for 100G and 200G SerDes. It provides one of the industry’s most comprehensive sets of AI routing capabilities and interconnect options, built to handle the demand of AI clusters scaling beyond one million XPUs.
Broadcom expects a positive second-quarter fiscal 2026 performance, with AI revenues of $10.7 billion, suggesting a 140% year-over-year upsurge. AI networking is expected to accelerate in the second quarter of fiscal 2026 and grow to 40% of the total AI revenues.
NVIDIA has been a key beneficiary of the AI boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. This Zacks Rank #2 (Buy) company’s data center business is benefiting from higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure.
The Blackwell architecture has been at the core of revenue growth for a while now, and NVIDIA is planning to release another architecture, Rubin. The company has already unveiled six new chips under this architecture, comprising the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9, SuperNIC, BlueField-4 DPUs and Spectrum-6 Ethernet Switch. NVIDIA’s leadership in AI chip development positions it well for sustained revenue growth in the data center segment. NVIDIA’s outlook for the first quarter of fiscal 2027 remains upbeat. The company expects first-quarter revenues to increase 77% year over year to $78 billion, reflecting continued momentum in AI-driven demand.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.