Alphabet (GOOGL) is scheduled to announce its results for the fourth quarter of 2025 on Wednesday, February 4, after the market closes. GOOGL stock has rallied more than 70% over the past year, driven by the rollout of the Gemini 3 AI model, rising demand for TPU chips, and strong growth in Google Cloud. Wall Street analysts expect the company to post revenues of $111.33 billion, up about 15% from the year-ago quarter, according to data from the TipRanks Forecast page.
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Meanwhile, earnings are expected to increase by about 23% from the year-ago quarter to $2.63 per share. Notably, GOOGL has an encouraging earnings surprise history. The company surpassed earnings estimates in all of the previous nine quarters.
Recent News Ahead of Q4
Yesterday, Alphabet’s self-driving unit, Waymo, was valued at $126 billion after raising $16 billion in its latest funding round, Reuters reported.
Notably, Waymo, which Alphabet spun out of Google’s autonomous vehicle project in 2016, is currently the only U.S. operator offering paid robotaxi services without safety drivers or in-vehicle attendants, supported by a fleet of more than 2,500 vehicles.
Analysts’ Views on GOOGL Ahead of Q4 Results
Ahead of Q4 earnings, Roth MKM analyst Rohit Kulkarni raised his price target on GOOGL stock to $365 from $310 and reiterated a Buy rating.
The five-star analyst pointed to TPU-chip partnerships, new Waymo city launches, Gemini app user or engagement milestones, and possible Gemini 4.0 updates as key catalysts in the first quarter of 2026. He also expects major events such as the FIFA World Cup, the Winter Olympics, and the U.S. midterm elections to help offset tougher comparisons in the second half of the year.
As the chart shows, Alphabet’s recent growth has been supported by rising Google Cloud revenue alongside resilient Search and YouTube advertising performance.
Options Traders Anticipate a 5.83% Move
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting a 5.83% move in either direction.
Is GOOGL Stock a Buy Right Now?
Heading into Q4 earnings, Wall Street has a Strong Buy consensus rating on Alphabet stock based on 23 Buys and six Holds. The average GOOGL stock price target of $353.81 indicates 2.94% upside potential from current levels.
