{"id":117594,"date":"2025-11-02T12:02:24","date_gmt":"2025-11-02T12:02:24","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/117594\/"},"modified":"2025-11-02T12:02:24","modified_gmt":"2025-11-02T12:02:24","slug":"alphabet-googl-posts-q3-earnings-beat-ai-helps-boost-search-and-cloud-growth","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/117594\/","title":{"rendered":"Alphabet (GOOGL) Posts Q3 Earnings Beat; AI Helps Boost Search and Cloud Growth"},"content":{"rendered":"\n<p class=\"yf-1090901\">Alphabet Inc. (NASDAQ:<a href=\"https:\/\/www.insidermonkey.com\/insider-trading\/company\/alphabet%20inc\/1652044\/https:\/www.insidermonkey.com\/insider-trading\/company\/alphabet%20inc\/1288776\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GOOGL;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GOOGL<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-in-the-spotlight-this-week-3-1637725\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Stocks in the Spotlight This Week.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI Stocks in the Spotlight This Week.<\/a>\u00a0On October 30, TD Cowen raised its price target on the stock to $335.00 from $280.00 while maintaining a Buy rating. The rating affirmation follows Alphabet\u2019s quarterly earnings report.<\/p>\n<p class=\"yf-1090901\">The tech giant\u2019s third-quarter earnings beat analyst expectations, with total revenue beating consensus estimates by 2.4%. Search, Cloud, and YouTube all beat expectations by 3%, the firm noted.<\/p>\n<p class=\"yf-1090901\">Meanwhile, operating income was 2.5% above the firm\u2019s estimate, with margins improving 350 basis points year-over-year, excluding an EC fine.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-1gfnohs loader\"\/>     <\/p>\n<p class=\"yf-1090901\">According to Alphabet\u2019s management, artificial intelligence has significantly driven growth in both Search and Cloud segments.<\/p>\n<p class=\"yf-1090901\">Moreover, their Gemini AI platform reached 650 million monthly active users, with queries increasing threefold quarter-over-quarter.<\/p>\n<p class=\"yf-1090901\">The firm also highlighted how the tech giant has raised its 2025 capital expenditure guidance to approximately $92 billion at the midpoint. This is up from the previous guidance of $85 billion, which reflects continued investment in AI infrastructure.<\/p>\n<p class=\"yf-1ba2ufg\">\u201cBeat Across the Board Led by AI Tailwinds; GOOG total rev was +2.4% vs cons. on ~3% beats at Search, Cloud, &amp; YouTube. Op Inc was +2.5% vs our est (and margins were +350bps y\/y x-EC fine) as mgmt. credited AI for driving growth at Search &amp; Cloud. Mgmt. raised \u201925 capex guide (again) to ~$92BN (midpoint) vs $85BN prior. Gemini reached 650MM MAUs, and queries were +3x q\/q. We raised LT ests, incl capex; PT to $335, maintain Buy. GOOG +7% AH.\u201d<\/p>\n<p class=\"yf-1090901\">Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology conglomerate holding company wholly owning the internet giant Google, amongst other businesses.<\/p>\n<p class=\"yf-1090901\">While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1090901\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-analysts-are-watching-closely-4-1629102\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Analysts Are Watching Closely;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Analysts Are Watching Closely<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/11-must-watch-ai-stocks-on-wall-street-1635478\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:11 Must-Watch AI Stocks on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">11 Must-Watch AI Stocks on Wall Street<\/a><\/p>\n<p class=\"yf-1090901\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in the Spotlight This Week.\u00a0On October 30, TD Cowen&hellip;\n","protected":false},"author":2,"featured_media":117595,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,11213,38078,218,219,61,60,80,4621],"class_list":{"0":"post-117594","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-alphabet-inc","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-ie","14":"tag-ireland","15":"tag-technology","16":"tag-youtube"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/117594","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=117594"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/117594\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/117595"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=117594"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=117594"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=117594"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}