If we talk about Seven magnificent, Alphabet-AIt will be one of the names that comes to mind. Currently, the firm quotes A lower assessment to the general market. But this is presented as a Gold opportunity to promote thanks to their Business lines Despite the competition that represents the Artificial intelligence.
Buscador vs Chatbots
The appearance of chatbots It has been presented as a hard rival for Google, the most used search engine on the Internet. Despite this, it is still a profitable business for Alphabet. According to data provided by The Motley Foolthe firm has a projected income rate of 200 billion dollars. What has led analysts to speculate the more their search engine could grow in the midst of the competition that the chatbots represent.
However, Alphabet has not been left out of the IA wave and has developed its own large linguistic models or LLM. His last call Gemini 2.5 He has received good reviews and is at the height of Chatgpt 4.5.
Sundar pichai, ceo de alphabethe stated that “according to many indicators, I think we have the best model in the market.”
But it is not only its foray into AI, but Google has its own seal And people are used to using it. Not for nothing many refer to googlear When they think about looking for something. The firm has incorporated Gemini’s abilities into AI and achieved a growth of the 13.1% in its search segment and others in 2024.
Even monetizes both searchesboth the results of AI and those of the search engine.
It should be noted that while signatures like Openai They depend on the subscriptions for earnings, Alphabet obtains them thanks to advertising within searches.
Way ia
Alphabet has added a new search mode in beta version called “Way ia” which allows you to make multipart and multimode it even more complex, in addition to asking monitoring questions.
Other key growth engines
Alphabet is not just his Google search engine, but has other businesses as key growth engines: YouTube, Google Cloud y Waymo.
Youtube It is the main marketing platform in the market, having ventured into Advertising and Subscription Plans like YouTube Premium and YouTube Music. YouTube advertising grew 15% and subscriptions by 16%.
Google Cloud It is part of the oligopoly suppliers of cloud services. Your business grew a 31%reaching the 43.2 billion dollars in revenue and 6,100 million dollars in operational benefits.
Despite being behind the competition, it gives you margin to expand your business.
Finally, Waymo It is Alphabet’s incursion into the business of robotaxis that has not yet given profits. Rather losses.
Waymo is present in Phoenix, San Francisco, Los Angeles and Texas. According to data from YipltWaymo had reached a participation of the 22% In the shared travel market in San Francisco, along with Lyft In just over a year since its launch.
Pichai has pointed out that at the beginning of 2025, Waymo offered 200,000 payment trips per week.
Among the advantages of Waymo, he is considered the pioneer in the robotaxis business for his capacity for innovation and trust on the part of users.
The Robotaxis business projections They are encouraging with a total market size between 370,000 and 450 billion dollars by 2033.
What do analysts say?
According to Tipranks, Alphabet It has the Review of 36 analysts divided into 28 purchases and 8 Maintain. The average objective price is 198.79 dollars, with a maximum prognosis of $ 240 and a minimum prognosis of $ 160. The average objective price represents a variation of 31.32% compared to the closing of Wednesday.
Mark Kelley, Stifel Analyst Nicolausrecommends comprar With an objective price in the 200 dollars.
Stephen Ju, UBS analystrecommends keep With an objective price in the 186 dollars.
Alphabet-A He closed Wednesday’s session downward with a large red candle up to $ 151,33. 70 and 200 periods are above the last candles, RSI down in the 42 points and the fast (blue) line of the MACD just above the zero level.
The medium -term support is found at $ 140.54. Meanwhile, IE indicators are mixed.
