Citi expects that Alphabet's artificial intelligence strategy will continue to evolve and strengthen its position, reiterating a "Buy" rating

AASTOCKS
2026.01.23 03:34

Citi published a research report stating that Alphabet (GOOGL.US) will announce its Q4 2025 earnings on February 4 (Wednesday). Given the strong performance of its online advertising business and the continued robust demand for Google Cloud, Citi believes that its actual revenue and GAAP earnings per share are likely to exceed market consensus.

Citi also noted that with the release of Gemini 3 and Personal Intelligence, along with the recently announced partnership with Apple, Gemini's product strategy is accelerating; it believes that Google's assets will further expand market share; and it thinks that as the artificial intelligence strategy continues to evolve and operational efficiency improves, Alphabet's competitive position in the market is becoming increasingly solid.

Citi stated that Alphabet remains its top pick in the internet sector, reiterating a "Buy" rating with a target price of $350