Alphabet reported its fourth-quarter financials on Wednesday, February 5, 2025, showing a 12% sales growth that fell short of expectations. Google Search, YouTube, and other services contributed to consistent growth, yet cloud revenue grew at an 11% year-over-year rate, below the 13% consensus estimate. The company also announced increased AI spending, leading to a 7% pre-market stock drop.
Stock Performance and Analyst Reactions
Shares fell 7% in the pre-market session but recovered during regular trading as broader markets remained resilient. Analysts adjusted their price targets: Scotiabank ($232), Truist ($220), UBS ($209), RBC ($235), and Evercore ISI highlighted potential with a Buy rating near $250. Despite the revenue miss, Alphabet generated strong free cash flow, seen positively by analysts.
Strategic Moves and Market Dynamics
Alphabet sold its entire Snowflake stake in Q4, signaling investment priorities shift. CEO Sundar Pichai and Amazon’s Andy Jassy plan significant stock sales, contributing to a week-long 5% decline, eroding approximately $200 billion in market capitalization.
Future Outlook and Investor Sentiment
Earnings concerns about AI investments' short-term impact contrast with long-term growth prospects. Retail investors view the dip as buying opportunity, with nearly 70% on Stocktwits agreeing. Strong free cash flow and AI potential suggest rebound chances despite volatility. Investors will monitor Alphabet's progress closely.
* AI generated summary of articles
GOOG News
8-Feb-2025 2:12 PM CST - MSN How did Alphabet, Amazon, Microsoft fare in a surging cloud market in Q4? Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) share a common theme: disappointing cloud businesses in a surging market. Shares of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) came under pressure after their recent quarterly earnings releases,
7-Feb-2025 12:58 PM CST - Business Insider Alphabet (GOOGL) Dumps Entire Stake in Snowflake Stock Google parent company Alphabet (GOOGL) has sold its entire stake in cloud-data firm Snowflake (SNOW). Maximize Your Portfolio with Data Driven
7-Feb-2025 12:51 PM CST - MSN Amazon and Alphabet CEOs Plan Big Stock Sales Amazon's Andy Jassy and Alphabet's Sundar Pichai plan to sell about $19.2 million and $169 million of their respective company's stock.
7-Feb-2025 11:05 AM CST - Yahoo Alphabet Sells All of Its Snowflake Stock Alphabet, which held the stake through its Google LLC unit, sold its remaining 114,554 Snowflake shares in the fourth quarter. Google LLC first disclosed a stake of 535,604 Snowflake shares for the first quarter of 2022.
7-Feb-2025 3:34 AM CST - The Motley Fool Should You Buy Alphabet Stock on the Dip? Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock is falling after delivering quarterly financial results that disappointed investors. *Stock prices used were the afternoon prices of Feb. 3, 2025. The video was published on Feb.
6-Feb-2025 8:05 AM CST - MarketBeat Alphabet's 8% Drop Might Be the Entry Opportunity of the Year Alphabet Inc (NASDAQ: GOOGL), the parent company of tech giant Google, has been on a remarkable upward trajectory over the past year, with its stock climbing as much as 40%. However, yesterday's 8% dip following the latest earnings report has caught the attention of savvy investors.
Latest GOOG Trades by Congress Members
8-JAN-2025 - Marjorie Taylor Greene, GA (District 14) purchased between $1,001 and $15,000.
Alphabet reported its fourth-quarter financials on Wednesday, February 5, 2025, showing a 12% sales growth that fell short of expectations. Google Search, YouTube, and other services contributed to consistent growth, yet cloud revenue grew at an 11% year-over-year rate, below the 13% consensus estimate. The company also announced increased AI spending, leading to a 7% pre-market stock drop.
Stock Performance and Analyst Reactions
Shares fell 7% in the pre-market session but recovered during regular trading as broader markets remained resilient. Analysts adjusted their price targets: Scotiabank ($232), Truist ($220), UBS ($209), RBC ($235), and Evercore ISI highlighted potential with a Buy rating near $250. Despite the revenue miss, Alphabet generated strong free cash flow, seen positively by analysts.
Strategic Moves and Market Dynamics
Alphabet sold its entire Snowflake stake in Q4, signaling investment priorities shift. CEO Sundar Pichai and Amazon’s Andy Jassy plan significant stock sales, contributing to a week-long 5% decline, eroding approximately $200 billion in market capitalization.
Future Outlook and Investor Sentiment
Earnings concerns about AI investments' short-term impact contrast with long-term growth prospects. Retail investors view the dip as buying opportunity, with nearly 70% on Stocktwits agreeing. Strong free cash flow and AI potential suggest rebound chances despite volatility. Investors will monitor Alphabet's progress closely.
* AI generated summary of articles
GOOG News
8-Feb-2025 2:12 PM CST - MSN How did Alphabet, Amazon, Microsoft fare in a surging cloud market in Q4? Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) share a common theme: disappointing cloud businesses in a surging market. Shares of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) came under pressure after their recent quarterly earnings releases,
7-Feb-2025 12:58 PM CST - Business Insider Alphabet (GOOGL) Dumps Entire Stake in Snowflake Stock Google parent company Alphabet (GOOGL) has sold its entire stake in cloud-data firm Snowflake (SNOW). Maximize Your Portfolio with Data Driven
7-Feb-2025 12:51 PM CST - MSN Amazon and Alphabet CEOs Plan Big Stock Sales Amazon's Andy Jassy and Alphabet's Sundar Pichai plan to sell about $19.2 million and $169 million of their respective company's stock.
7-Feb-2025 11:05 AM CST - Yahoo Alphabet Sells All of Its Snowflake Stock Alphabet, which held the stake through its Google LLC unit, sold its remaining 114,554 Snowflake shares in the fourth quarter. Google LLC first disclosed a stake of 535,604 Snowflake shares for the first quarter of 2022.
7-Feb-2025 3:34 AM CST - The Motley Fool Should You Buy Alphabet Stock on the Dip? Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock is falling after delivering quarterly financial results that disappointed investors. *Stock prices used were the afternoon prices of Feb. 3, 2025. The video was published on Feb.
6-Feb-2025 8:05 AM CST - MarketBeat Alphabet's 8% Drop Might Be the Entry Opportunity of the Year Alphabet Inc (NASDAQ: GOOGL), the parent company of tech giant Google, has been on a remarkable upward trajectory over the past year, with its stock climbing as much as 40%. However, yesterday's 8% dip following the latest earnings report has caught the attention of savvy investors.