Alphabet Seen Delivering Robust Q2 on Ad Growth, Gemini Momentum, BofA Says

MT Newswires Live07-16 22:57

Alphabet (GOOG/GOOGL) is expected to post robust Q2 results with healthy ad growth and cloud upside driven by growing Gemini traction, BofA Securities said Thursday in a report.

Channel checks indicate steady retail search growth with some softness in travel, the report said. BofA raised its cloud growth estimate to 70%, citing strong demand indicators and a backlog that suggests at least $230 billion in revenue over the next eight quarters.

BofA expects EPS of $8.38 on revenue of $102.1 billion in Q2 and EPS of $3.03 on revenue of $108.8 billion in Q3.

BofA boosted its 2026 estimates to EPS of $19.70 and revenue of $427 billion and lifted its 2027 forecast to EPS of $14.70 and revenue of $537 billion.

Alphabet remains well-positioned to drive growth and cloud margin upside, partly on favorable AI positioning across models and broad consumer and enterprise distribution, the report said.

Q2 results are due Wednesday.

BofA reiterated its buy rating on Alphabet stock with a $430 price target.

Price: 371.60, Change: +1.39, Percent Change: +0.38

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