Is Alphabet Stock a Buy Before Feb. 4?

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is acceptable to study its fourth-quarter 2025 net results connected Feb. 4. Shares of the institution person soared by much than 68% successful the past year. But is the institution a bargain arsenic we caput into its upcoming earnings?

Alphabet has successfully eased capitalist fears astir artificial quality (AI)-powered chatbots cannibalizing Google Search.

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In the 3rd 4th of 2025, Google Search gross was up astir 15% twelvemonth implicit twelvemonth to astir $56.6 billion. The company's AI hunt experiences, specified arsenic AI Overviews and AI Mode, are expanding hunt usage. Younger people, successful particular, are extensively utilizing AI Overviews to question answers to their questions. AI Mode, a conversational hunt assistant, is besides scaling rapidly and has implicit 75 cardinal regular progressive users aft a accelerated rollout crossed 40 languages. Alphabet besides rolled retired AI Max successful September 2025, to assistance advertisers find the astir applicable advertisement aboveground and observe caller usage cases and customers to people with their products and services.

These AI-powered upgrades are making Google Search much engaging, which tin construe into higher integer advertizing conversions and caller monetization opportunities for the company.

Alphabet is besides moving to monetize its Gemini ample connection models astatine an exceptional pace. Gemini models are already embedded successful Google Workspace and Google Cloud. This month, Apple (NASDAQ: AAPL) entered a multiyear woody with the institution to usage its Gemini models successful the revamped Siri virtual assistant, expected to beryllium launched successful precocious 2026. Subsequently, Alphabet volition beryllium earning a caller licensing gross watercourse from Apple's ample installed basal of much than 2 cardinal devices.

Google Cloud is simply a important maturation engine, and reported 34% year-over-year gross maturation to $15.2 cardinal successful the 3rd quarter. Google Cloud backlog besides roseate 82% to $155 cardinal astatine the extremity of the 3rd quarter, providing the concern with awesome gross visibility. Morgan Stanley expert Brian Nowak projects Google Cloud gross of astir $58 cardinal successful 2025. Additionally, helium has assigned 44% year-over-year gross maturation for Google Cloud successful 2026 arsenic the basal case, portion the bull-case gross maturation script of 50% is achievable if much large-scale unreality deals are signed.

YouTube has been the ascendant streaming subordinate successful the U.S. based connected ticker clip for the past mates of years. The media level has further strengthened its competitory moat by signing a multiyear contented concern with the BBC. This woody volition grow BBC's contented organisation connected YouTube, portion besides strengthening YouTube's presumption successful planetary markets. YouTube besides marked its archetypal clip arsenic a unrecorded NFL broadcaster with much than 19 cardinal viewers successful September 2025. YouTube earns gross not lone from integer ads but besides from subscriptions.