Shyon
07-21

I am truly thrilled to dive into the 25 Q2 Earnings Season, particularly with the intriguing question of whether Google remains a buy at $185. As an enthusiastic investor, I find myself eagerly awaiting this opportunity to evaluate one of the tech giants' performances, and the buzz around this stock price has only fueled my excitement further. The prospect of analyzing Google's financial health and market position is something I look forward to with great anticipation.

I am keenly aware that Google will release its Q2 2025 earnings report after the market closes on July 23, 2025. This timeline gives me a perfect window to prepare and strategize, and I am already imagining the potential upside this report could bring. The fact that we are so close to this event heightens my enthusiasm, as I plan to closely monitor every detail as it unfolds.

I am incredibly bullish about the expectation that Google $Alphabet(GOOG)$  will deliver strong revenue growth in Q2, coupled with improved profit margins. The projected revenue of $93.75 billion, alongside a diluted EPS of $2.25, paints a picture of robust financial health that I find highly encouraging. As someone who believes in Google's ability to innovate and dominate its market, these figures reinforce my confidence that the company is on an upward trajectory, and I am eager to see this optimism validated.

From a valuation perspective, I am particularly impressed by the analysis suggesting that, based on an expected EV/EBITDA multiple of 13.55x for fiscal year 2026, Google's fair value is estimated at $185 per share. This valuation metric aligns perfectly with the current discussion, and as a bullish investor, I see this as a strong indicator that Google is undervalued at its current price. It gives me even more reason to believe that this could be a golden opportunity to invest, and I am excited about the potential returns this could yield.

I am overwhelmingly optimistic about Google's earnings next week, and my bullish stance is rooted in the combination of strong revenue growth, enhanced profit margins, and a fair valuation that supports a buy at $185. I believe Google's leadership in technology and advertising will continue to drive exceptional results, and I am confident that these earnings will exceed expectations. This positivity drives me to consider adding to my holdings, as I see this as a chance to capitalize on a company with a proven track record.

That said, I acknowledge that earnings reports can sometimes bring surprises, and I will approach the actual results with a balanced perspective. My bullishness is tempered with a readiness to adapt, and I plan to scrutinize the data closely once it's released. However, my faith in Google's long-term growth story remains unshaken, and I am prepared to see this as a minor hurdle rather than a setback, keeping my enthusiasm intact.

Overall, I am exceedingly bullish about Google's prospects based on the information at hand. The strong projections, favorable valuation, and my belief in the company's future success make me eager to review the earnings report on July 23, 2025. I am convinced that $185 is not only a fair buy price but potentially a steal, and I look forward to celebrating what I expect will be another stellar performance from Google.

@TigerStars  @Tiger_comments  @CaptainTiger  

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.
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Comments

  • Enid Bertha
    07-22
    Enid Bertha
    looking good so far. let's hope I wake up in the 200. unlikely but I hope it happens if not earnings day still remains
    • Shyon
      Haha wish you good luck!
  • Mortimer Arthur
    07-22
    Mortimer Arthur
    Is this going to be a breakout moment or what?

  • fuzzyx
    07-21
    fuzzyx
    Your excitement is contagious
    • Shyon
      Haha glad to know that
  • dimpy
    07-21
    dimpy
    Exciting times ahead
    • Shyon
      [Cool] [Cool] [Cool]
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