Alphabet Inc is expected to report Q4 2025 revenue of approximately $111.43 billion and adjusted EPS of $2.64, with the stock currently trading near $343.90 against an average analyst price target of $344.47. Investors are primarily focused on Google Cloud revenue growth as a primary indicator of the company's GenAI monetization success.
Robust growth in the cloud division, estimated at $16.25 billion, alongside steady Search and YouTube advertising, remains critical to maintaining recent double-digit momentum. Furthermore, market participants are closely monitoring capital expenditure guidance for 2026 as the firm scales its infrastructure for Gemini and other large language model integrations.