The global system has been rocked by numerous shocks throughout the current year, and the markets haven’t been spared. Even some of the biggest names have felt the pressure, including Alphabet (NASDAQ:GOOG), whose share price trended downhill for most of February and March.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Not even a strong Q4 2025 and full-year earnings report was enough to push GOOG in a positive direction. Despite posting more than $400 billion in annual revenue (its highest total ever) at the beginning of February, the company’s share price slipped in the weeks that followed. Investors worried about the company’s capex spending and the potential for an AI bubble.
Lately, however, things have been looking up. The easing of political tensions in the Middle East has helped spur positive movement throughout the market, supporting gains for this Magnificent 7 member as well. All told, GOOG is now up some 8% year-to-date.
The past few months serve as a stark reminder that nothing is guaranteed, and even mega companies delivering strong numbers aren’t immune from dips and jumps in the short run argues top investor James Brumley. That makes finding growth companies that can navigate these unavoidable bumps even more compelling, and he believes Alphabet is one of them.
“Alphabet isn’t merely another company in a particular line of business. It’s a well-oiled conglomerate that’s able to capitalize on any opportunity,” says the 5-star investor, who is among the top 1% of stock pros covered by TipRanks.
As advertised, Brumley is not just interested in the company’s size. Though its various business lines provide plenty of diversification, he highlights the company’s flexibility as a key argument supporting the investment case.
It’s this “willingness and proven ability to develop anything new” that gives Brumley further confidence in Alphabet’s prospects. For instance, he cites the company’s efforts to develop its own quantum computing platform, and he predicts that this won’t be the last of its “innovations or inventions.”
Come what may, Brumley is confident in Alphabet’s ability to weather any short-term, temporary turbulence and drive long-term gains. Especially during these times of uncertainty, Brumley advises investors to ignore all the hubbub.
“The past two months’ worth of volatility proves once again that less is more, simpler is better, and most headlines are just noise,” sums up Brumley. (To watch Brumley’s track record, click here)
Wall Street remains firmly committed to GOOG. With 12 Buys and 1 Hold, GOOG enjoys a Strong Buy consensus rating. Its 12-month average price target of $386.90 points to an upside of 14%. (See GOOG stock forecast)
Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.