Alphabet Inc. Class A (GOOGL)

In the past six months, Alphabet Inc. stock has experienced significant events and positive momentum. On April 26, 2024, Alphabet surpassed a market valuation of $2 trillion for the first time, following the announcement of its first-ever dividend payout and a $70 billion stock buyback program, with first-quarter earnings exceeding expectations. Alphabet reported strong second-quarter results, topping Wall Street estimates on both revenue and earnings per share, with revenue growth picking up across search, YouTube, and cloud, and increased its full-year capital expenditure outlook. On September 15, 2025, Alphabet became the fourth company to reach a $3 trillion market valuation, and as of October 27, 2025, the stock has a consensus "buy" rating from analysts, with Keybanc maintaining an "Overweight" recommendation. The company is scheduled to release its Q3 2024 earnings on October 29, 2024, and Q4 2024 earnings on February 4, 2025.

Demand for Alphabet's products and services, particularly its advertising revenue, can exhibit seasonality. Advertising spending often sees an increase during certain periods, such as the holiday season in the fourth quarter. The digital advertising industry, in general, experiences fluctuations tied to consumer spending and marketing budgets throughout the year.

Alphabet Inc. is a multinational technology conglomerate formed in 2015 as a restructuring of Google. It operates in the Information Technology sector, including IT Software & Services, Internet Services & Social Media, Search Engines, Digital Advertising, Cloud Computing, and Hardware Products. Its core mission is to organize the world's information and make it universally accessible and useful. The company is divided into three major segments: Google Services, Google Cloud, and Other Bets. Google Services includes products like Google Search, Android, Chrome, Google Maps, Google Play, YouTube, Pixel smartphones, Nest devices, and Gemini. Google Cloud offers enterprise-level cloud computing solutions. Other Bets comprises emerging-stage businesses focused on transformative technologies like Waymo, Calico Life Sciences, Verily, Wing, CapitalG, GV, X Development, and Isomorphic Labs.

Alphabet Inc. has a global geographic footprint, serving a worldwide user base. The company has operations in 38 countries and maintains offices in nearly 60 countries. Google operates multiple data centers in various locations, including Northern Virginia in the USA, Hamina in Finland, and Quilicura in Chile, to support its extensive services.

Alphabet's brand reputation in the past year has been significantly influenced by its advancements and investments in Artificial Intelligence (AI). The company has been actively embedding AI into its products and services, particularly within its Search business, to enhance user experience and improve ad performance. However, Alphabet faces ongoing scrutiny regarding regulatory risks and antitrust concerns, and has historically attracted negative attention concerning transparency, privacy, and anti-trust issues.

Alphabet is primarily owned by institutional investors, who collectively hold over 60% of the shares. Founders Larry Page and Sergey Brin each control approximately 3% of all shares, and along with other insiders, they control the majority of voting shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., State Street Global Advisors, Inc., FMR LLC, Capital Research and Management Company, Geode Capital Management, LLC, T. Rowe Price Group, Inc., and Norges Bank Investment Management.