🔥 Google’s Q2 earnings drop n-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🔥 Google’s Q2 earnings drop next week — is $185 still a buy? 🤔

Alphabet ($Alphabet(GOOG)$ ) reports on July 23, and the market is leaning in hard with expectations for $93.75B in revenue and $2.25 EPS.

The stock has soared this year, but with AI competition heating up and regulatory heat rising, the question is simple: does this quarter seal its bullish case — or show cracks in the tech giant’s armor?

📊 The Q2 Setup Street consensus is betting on continued strength across Search and YouTube, with Google Cloud expected to deliver another solid growth quarter thanks to enterprise AI demand.

Analysts also expect margins to improve modestly as Alphabet continues cost discipline — think leaner headcount and smarter infra spend. Last quarter, $GOOGL beat on both top and bottom lines, with strong Cloud results lifting shares nearly 7% post-earnings. This quarter? Watch for ad momentum amid election-year spending and AI monetisation in Search snippets.

💸 Valuation & Price Debate

At $185, Alphabet trades at ~23x forward earnings — not cheap, but still a discount to $MSFT and arguably justifiable given the strength of its core business and improving profitability.

Bulls argue Google’s AI integration is underappreciated — especially Gemini’s rollout across Workspace, Pixel, and Search. Bears, however, point to the risk of YouTube growth slowing and margins peaking.

Compared to $META’s lower P/E and higher Reels momentum, some think $GOOGL may be slightly overowned.

🌍 Bigger Picture & Risks

From a macro view, the ad market has remained resilient, but headwinds exist: rising competition from OpenAI/Microsoft in Search, the European Union’s Digital Markets Act fines, and a still-ongoing DOJ case over advertising practices.

The wildcard? Whether Google’s AI strategy delivers durable revenue — or just defensive capex. If the company doesn’t show improving monetisation of AI features in core Search and YouTube, we could see a “sell the news” moment even on solid earnings.

📣 So what’s your take on $GOOGL? 💬 Will it smash Q2 and surge past $200 — or has the AI premium already been priced in? 📉 Drop your Q2 forecast and 6-month target below — are you buying before the print or watching from the sidelines?

@TigerStars @Tiger_comments @Daily_Discussion @TigerEvents @TigerWire

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

snuggix
07-21
snuggix
With all those uncertainties, maybe it's wiser to wait for their Q2 results before diving in.
JeromeErnest
07-21
JeromeErnest
Watch closely! 👀

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Last quarter, $GOOGL beat on both top and bottom lines, with strong Cloud results lifting shares nearly 7% post-earnings. This quarter? Watch for ad momentum amid election-year spending and AI monetisation in Search snippets.</p>\n<p><br></p>\n<p>💸 Valuation &amp; Price Debate&nbsp;</p>\n<p>At $185, Alphabet trades at ~23x forward earnings — not cheap, but still a discount to $MSFT and arguably justifiable given the strength of its core business and improving profitability.&nbsp;</p>\n<p>Bulls argue Google’s AI integration is underappreciated — especially Gemini’s rollout across Workspace, Pixel, and Search. Bears, however, point to the risk of YouTube growth slowing and margins peaking.&nbsp;</p>\n<p>Compared to $META’s lower P/E and higher Reels momentum, some think $GOOGL may be slightly overowned.</p>\n<p><br></p>\n<p>🌍 Bigger Picture &amp; Risks&nbsp;</p>\n<p>From a macro view, the ad market has remained resilient, but headwinds exist: rising competition from OpenAI/Microsoft in Search, the European Union’s Digital Markets Act fines, and a still-ongoing DOJ case over advertising practices.&nbsp;</p>\n<p>The wildcard? Whether Google’s AI strategy delivers durable revenue — or just defensive capex. If the company doesn’t show improving monetisation of AI features in core Search and YouTube, we could see a “sell the news” moment even on solid earnings.</p>\n<p><br></p>\n<p>📣 So what’s your take on $GOOGL? 💬 Will it smash Q2 and surge past $200 — or has the AI premium already been priced in? 📉 Drop your Q2 forecast and 6-month target below — are you buying before the print or watching from the sidelines?</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents </a>&nbsp;<a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire </a>&nbsp;</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><p>🔥 Google’s Q2 earnings drop next week — is $185 still a buy? 🤔</p>\n<p>&nbsp;Alphabet (<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp;) reports on July 23, and the market is leaning in hard with expectations for $93.75B in revenue and $2.25 EPS.&nbsp;</p>\n<p>The stock has soared this year, but with AI competition heating up and regulatory heat rising, the question is simple: does this quarter seal its bullish case — or show cracks in the tech giant’s armor?</p>\n<p><br></p>\n<p>📊 The Q2 Setup Street consensus is betting on continued strength across Search and YouTube, with Google Cloud expected to deliver another solid growth quarter thanks to enterprise AI demand.&nbsp;</p>\n<p>Analysts also expect margins to improve modestly as Alphabet continues cost discipline — think leaner headcount and smarter infra spend. Last quarter, $GOOGL beat on both top and bottom lines, with strong Cloud results lifting shares nearly 7% post-earnings. This quarter? Watch for ad momentum amid election-year spending and AI monetisation in Search snippets.</p>\n<p><br></p>\n<p>💸 Valuation &amp; Price Debate&nbsp;</p>\n<p>At $185, Alphabet trades at ~23x forward earnings — not cheap, but still a discount to $MSFT and arguably justifiable given the strength of its core business and improving profitability.&nbsp;</p>\n<p>Bulls argue Google’s AI integration is underappreciated — especially Gemini’s rollout across Workspace, Pixel, and Search. 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The stock has soared this year, but with AI competition heating up and regulatory heat rising, the question is simple: does this quarter seal its bullish case — or show cracks in the tech giant’s armor? 📊 The Q2 Setup Street consensus is betting on continued strength across Search and YouTube, with Google Cloud expected to deliver another solid growth quarter thanks to enterprise AI demand. Analysts also expect margins to improve modestly as Alphabet continues cost discipline — think leaner headcount and smarter infra spend. Last quarter, $GOOGL beat on both top and bottom lines, with strong Cloud results lifting shares nearly 7% post-earnings. This quarter? Watch for ad momentum amid election-year spending and AI monetisation in Search snippets. 💸 Valuation & Price Debate At $185, Alphabet trades at ~23x forward earnings — not cheap, but still a discount to $MSFT and arguably justifiable given the strength of its core business and improving profitability. Bulls argue Google’s AI integration is underappreciated — especially Gemini’s rollout across Workspace, Pixel, and Search. Bears, however, point to the risk of YouTube growth slowing and margins peaking. Compared to $META’s lower P/E and higher Reels momentum, some think $GOOGL may be slightly overowned. 🌍 Bigger Picture & Risks From a macro view, the ad market has remained resilient, but headwinds exist: rising competition from OpenAI/Microsoft in Search, the European Union’s Digital Markets Act fines, and a still-ongoing DOJ case over advertising practices. The wildcard? Whether Google’s AI strategy delivers durable revenue — or just defensive capex. 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