Alphabet’s Post-Earnings Drop Creates a Buying Opportunity

seekingalpha.com —

Alphabet Inc. retains a Strong Buy rating despite a 17% stock decline since last coverage, as core growth drivers remain intact. GOOG's search growth slowed to 12%, with AI mode queries monetizing below traditional search, but management is addressing the gap. Cloud revenue surged 103% to $30.7B with margins at 36.2%, and backlog reached $561B. CapEx intensity and dilution are near-term concerns, though free cash flow trends are expected to reverse past 2027 as AI and cloud investments mature.


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