All eyes are on Google's Q2 earnings dropping July 23. With the stock hovering around $185—its estimated fair value based on 13.55x FY26 EV/EBITDA—the big question is whether it still offers upside from here. 📊 What to Expect: Revenue Estimate: $93.75B EPS Forecast: $2.25 Focus Areas: Google Cloud margin expansion, Search stability, YouTube ad growth, and of course… Gemini AI integration traction. The Street is anticipating strong profit margins and topline acceleration, especially in Google Cloud. This division grew 28% YoY last quarter and may surprise again—especially as AWS and Azure face price competition. 🧠 Predictive Scenarios (Post-Earnings) Bullish Case (60% probability): EPS > $2.30, Cloud beats, Search stable. AI investments show clear monetisation path. Price pops to $192–19
25 Q2 Earnings Season: Google Catches Up! Heads to $200?
Google will release its Q2 2025 earnings report after the market closes on July 23, 2025. Google is expected to deliver strong revenue growth in Q2, along with improved profit margins. Revenue is projected to reach $93.75 billion, with diluted EPS at $2.25. From a valuation perspective, based on an expected EV/EBITDA multiple of 13.55x for fiscal year 2026, Google's fair value is estimated at $185 per share. Are you optimistic about Google’s earnings? Is Google undervalued?
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