Wall Street Sets High Bar for Alphabet’s Q4 Earnings, Expects Nearly 40% Cloud Growth

Wall Street analysts reaffirmed Alphabet (GOOGL) as a leading 'AI winner' ahead of its Q4 2025 earnings, setting high expectations for Google Cloud performance. The consensus forecasts total revenue of $111.45 billion, emphasizing the need for strong growth in the cloud segment.

• Expectations anticipate nearly 40% growth in cloud revenue.
• The market is focused on converting the previously announced $155 billion order backlog into profit realization.
• GOOGL shares saw minimal movement, closing at $338.00 on January 30.