February 4, 2026
Finance

Alphabet Inc. Eyes Fourth Quarter Earnings Amidst Analyst Upgrades and Market Anticipation

Investors closely monitor Alphabet's advertising revenue and YouTube metrics ahead of Q4 results with optimistic analyst outlooks

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Summary

Alphabet Inc. prepares to release its fourth-quarter earnings after market close, with expectations for continued strong performance. Analysts have recently upgraded their ratings and price targets, citing robust fundamentals. Investors are particularly attentive to advertising revenue and YouTube engagement trends, as these are pivotal to the company's financial outcomes.

Key Points

Alphabet expects Q4 earnings of $2.63 per share and revenue of $111.42 billion.
The company has beaten earnings estimates in each of the previous four quarters.
Advertising revenue growth and YouTube usage metrics are crucial factors for investors to monitor.
Analysts from Roth Capital and Raymond James have upgraded their ratings and raised price targets for Alphabet stock.

As trading winds down Wednesday, shareholders and market watchers are focused on Alphabet Inc. (NASDAQ: GOOGL) in anticipation of the company’s fourth-quarter earnings report due after the market closes. The company’s stock is displaying positive momentum, reflecting investor optimism as earnings approaches.

Current analyst forecasts project that Alphabet will post earnings per share (EPS) of $2.63 alongside revenue reaching $111.42 billion for the quarter. This anticipated performance follows a consistent history of surpassing Wall Street estimates, having beaten projections in all of the prior four quarters.

To illustrate, in the preceding quarter report released on October 29, Alphabet announced an EPS of $2.87, comfortably above the consensus expectation of $2.26. Revenue figures also exceeded forecasts, reaching $102.35 billion versus an anticipated $99.89 billion. These results highlight the company’s solid operational footing amid competitive market conditions.

Investors should particularly monitor developments related to advertising revenue, a segment critical to Alphabet’s financial health. This area remains under pressure as Alphabet faces intensifying competition from other platforms vying for advertising dollars. Performance metrics from YouTube also warrant close attention, given the platform’s importance to overall revenue streams and its notable presence in recent industry discussions.

In parallel with earnings anticipation, recent analyst activity has indicated increased confidence in Alphabet’s prospects. The brokerage Roth Capital, through analyst Rohit Kulkarni, has reaffirmed a Buy rating for the stock and adjusted the price target upward from $310 to $365, signaling expectations of improved valuation based on future earnings potential.

Similarly, Raymond James analyst Josh Beck has formally upgraded Alphabet’s rating from Outperform to Strong Buy, simultaneously raising his price target from $315 to $400, underscoring an even more bullish outlook from this industry voice.

On the trading floor, Alphabet’s shares were observed trading modestly higher, currently up 0.80% to $342.34, as per data from Benzinga Pro. This price action reflects cautious optimism ahead of tonight’s earnings announcement.

Market participants will also be watching the broader implications of Alphabet’s results on technology sector valuations and related asset classes. The stock’s momentum, driven by strong earnings reports and analyst endorsements, will be a critical metric to gauge investor sentiment and potential shifts in the company’s market positioning.

Overall, Alphabet’s strong earnings trajectory, coupled with favorable analyst revisions and stable trading performance, set the stage for what promises to be a closely watched quarterly report. Market participants are keen to understand how well the company continues to navigate competitive pressures while leveraging its core advertising and content platforms to drive growth.

Risks
  • Competition from other platforms impacting advertising revenue growth.
  • Potential volatility in YouTube engagement affecting overall revenue.
  • Market reaction to earnings could be influenced by the company’s ability to meet or exceed forecasted numbers.
Disclosure
Education only / not financial advice
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