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?

avatarTiger_Contra
07-21 09:08

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avatarShyon
07-21 01:23
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
avatarSubramanyan
07-20 13:22
Very, very undervalued in my honest opinion. Buy, baby buy. With more of AI integration, I think it will go up significantly. I see it at $200 at the least by mid 2026. So, I am going long on this counter.
avatarKKLEE
07-20 12:54
As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far? What’s Working for Google AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers. Search & Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share. YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts stra
$Alphabet(GOOGL)$   Undervalued. Buy the dip. Enuff said.
Google might actually be overvalued, not undervalued. While everyone’s focused on AI integration and cloud growth, I think the market is overlooking some serious structural headwinds: Search is peaking. We’re seeing the early stages of search unbundling - ChatGPT, Perplexity, and specialized AI tools are starting to replace traditional search for specific queries. Young users increasingly go straight to TikTok or Reddit for information. Google’s moat isn’t as unbreachable as people think. The AI arms race is a margin killer. Yes, Google has technical AI capabilities, but they’re being forced into a costly infrastructure race with OpenAI, Microsoft, and others. Every dollar spent on compute for AI is a dollar that used to drop straight to the bottom line from search ads. The old Google mode
avatarAN88
07-19
Yes it's a buy as it's an innovative company 

Google’s Q2 2025 Showdown: Is $185 Your Ticket to the AI Boom?

$S&P 500(.SPX)$ Alphabet Inc. ( $Alphabet(GOOG)$ ), Google’s parent company, is set to unveil its Q2 2025 earnings on July 23, 2025, with the market buzzing over its potential to extend a stellar Q1 performance. After reporting $90.2 billion in revenue and $2.81 EPS in Q1, beating estimates, analysts project Q2 revenue of $93.75 billion and EPS of $2.25, fueled by AI-driven features and cloud growth. With the stock trading at $185, pegged as its fair value based on a 13.55x EV/EBITDA multiple for 2026, investors are asking: Is Google still a buy at this price, or are risks like tariffs and valuation capping upside? This report dives into Alphabet’s earnings outlook, valuation, AI growth drivers, and s
Google’s Q2 2025 Showdown: Is $185 Your Ticket to the AI Boom?
avatarPatmos
07-19
Google will exceed earnings especially U-Tube & advertising will accelerate price above $190
Google’s Q2 2025 earnings on July 23 (after market close) are shaping up to be very promising: --- ✅ Why I’m Optimistic 1. Strong Analyst Sentiment Out of 19 analysts, 15 rate Alphabet as a “buy”, with a consensus target around $200, suggesting ~9% upside from the current ~$185 levels . Bank of America and Jefferies, among others, continue to raise price targets into the $210–$215 range . 2. Revenue & EPS Projections Q2 revenue is expected around $93.8B–$93.9B (11–12% YoY growth), matching your $93.75B projection . EPS estimates vary between $2.17–$2.25, supported by strong profitability and margin expansion . 3. AI & Cloud Momentum Google Cloud is expected to grow ~26% YoY, nearing $13.1B in revenue . AI integration across Search (especially Gemini features) and continued traction
avatarhawshy
07-19
The latest chart offers a compelling snapshot of the ever-shifting landscape in the large language model (LLM) arena, highlighting distinct trajectories for Google Gemini, Meta Llama, and OpenAI. $Alphabet(GOOG)$  Gemini: A Rocketing Ascent Google Gemini emerges as a clear frontrunner in terms of growth and increasing adoption. This significant jump indicates that Google's extensive efforts in developing and deploying Gemini are paying off, positioning it as a major contender rapidly gaining ground on, and potentially challenging, the established leaders.  $Meta Platforms, Inc.(META)$  Llama: Signs of Stagnation In stark contrast to Gemini's rise, Meta Llama appears to be facing h
avatarIsleigh
07-19

🔍 Alphabet Earnings Preview: Is $GOOGL Still a Buy at $185?

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
🔍 Alphabet Earnings Preview: Is $GOOGL Still a Buy at $185?
Nope. Honestly, I think the era for Google, Amazon and Apple is over lol. They are kinda stagnating.
I do not know tiger trade people 
Berapapun itu guee buyyyu GOOG, still growth bruder
avatarWeChats
07-18
🔥 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 sp

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avatarAN88
07-18
Yes but google as it's still a very good company 

Still Clicking? Why Google Might Be Worth Buying at $185”

$Alphabet(GOOG)$ The second-quarter earnings season of 2025 has arrived, and all eyes are on the tech titans that have long powered market returns. Among them, Alphabet Inc. (NASDAQ: GOOGL)—better known as Google—remains a bellwether of not just the technology sector but of the global economy’s digital transformation at large. With shares currently trading near $185, up nearly 15% year-to-date and sitting close to all-time highs, investors face a critical question: does Google still represent a compelling buy at this level, or has much of the upside already been priced in? Alphabet’s Q2 results offer a nuanced picture of strength in core businesses, progress in artificial intelligence (AI) monetization, and persistent risks. This article takes a d
Still Clicking? Why Google Might Be Worth Buying at $185”
Yes Google just buy all the way u to 200.  If it drops after earnings, buy more.  $Alphabet(GOOGL)$  
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