Alphabet Inc. (GOOGL) shares rose 11.3% in the past month, significantly surpassing the Zacks Computer & Technology sector’s 3.8% growth. This uptick follows Alphabet’s robust second-quarter 2025 results, highlighting the positive impact of AI on its Search business and a 31.7% rise in Google Cloud revenues to $13.62 billion, accounting for 14.1% of total revenues.
In Q2 2025, Google Search revenues grew 11.7% to $54.19 billion, exceeding expectations and representing 56.2% of total revenues. Google also maintains a commanding 89.66% market share in Search, while Google Cloud’s annual revenue run rate now exceeds $50 billion. Furthermore, the number of cloud deals over $250 million doubled year-over-year, reflecting Alphabet’s increasing clientele.
The Zacks Consensus Estimate for GOOGL’s Q3 2025 earnings stands at $2.32 per share, indicating a 9.43% year-over-year growth. However, the company faces regulatory challenges and is projected to invest $85 billion in capital expenditures for infrastructure expansion in 2025.
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