Analyst Analyses Favor Alphabet Over Meta on Durable Enterprise AI and Cloud Growth

Analyst evaluations favor Alphabet over Meta heading into 2027, citing Alphabet's enterprise orchestration and cloud durability. Alphabet reported quarterly revenue of $119.80 billion, up 24.23% year-over-year, supported by an 82% surge in Google Cloud revenue to $24.77 billion and adoption of Gemini Enterprise by nearly 90% of Fortune 100 firms. Conversely, Meta posted revenue of $60.80 billion with operating margins compressing to 31% after missing quarterly EPS estimates and facing 39 downward 2027 EPS revisions. Meanwhile, Alphabet's 2027 EPS consensus rose to $14.9061, as it projects 2026 capital expenditures of $175B to $185B.