Alphabet: All-Time Highs May Be Ahead
The article previews Alphabet (GOOG.OQ) Q1 results expected April 29, arguing the stock could reach new all-time highs if momentum and likely earnings beats continue. Consensus Q1 revenue is ~$107 billion (+19% YoY), with cloud and AI cited as the main growth drivers. The author expects continued upside from multiple growth vectors despite near-term margin compression from heavy investment. Valuation is presented as attractive given growth prospects and a history of beating estimates, implying potential positive market reaction to a beat and supportive longer-term upside for GOOG shares. Risks noted include short-term margin pressure from capex and investments.