A Mix of Bullish Forces Boosted Alphabet (GOOG)

2 hours ago 2

Soumya Eswaran

Tue, January 27, 2026 astatine 6:14 AM CST 3 min read

Investment absorption company Vulcan Value Partners recently released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. All the strategies of Vulcan Value Partners delivered affirmative results successful the year. The Large Cap Composite (Net) returned -1.5% successful Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% successful Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% successful Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% successful Q4 and 6.2% YTD and the All-Cap Composite (Net) returned 1.3% successful Q4 and 10.7% YTD. Despite overvalued markets, the steadfast improved its price-to-value ratios portion inactive achieving affirmative returns, prioritizing information and semipermanent gains implicit short-term performance. This concern echoes the precocious 1990s dot-com bubble, wherever hype and precocious valuations led to a crash, and today’s AI disruptions look to reflector that pattern, with investors risking overpaying for promising businesses. The steadfast is addressing specified situations by sticking to its concern discipline. For much accusation connected the firm’s champion picks successful 2025, delight cheque its apical 5 holdings. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vulcan Value Partners highlighted Alphabet Inc. (NASDAQ:GOOG) arsenic a worldly contributor wrong its Focus Plus Strategy. Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. On January 26, 2026, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $333.59 per share. One-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 6.11%, and its shares gained 72.16% of their worth implicit the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a marketplace capitalization of $4.02 trillion.

Vulcan Value Partners stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 4th fourth 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG) delivered beardown results during the 3rd quarter. Management reported that Gemini had reached 650 cardinal monthly progressive users, which is up from 450 cardinal successful July with queries increasing threefold. Google Cloud’s backlog accrued 46% quarter-over-quarter. In November, Google released its caller Gemini 3 exemplary receiving beardown feedback from users and ample connection exemplary benchmarks. Based connected media reports, Google’s tensor processing portion chips are receiving important involvement from ample exertion companies. We proceed to show the AI disruption risks to Google’s halfway hunt concern and the ongoing antitrust cases against the institution and we volition travel our subject arsenic we person much information."