CMB International Securities analyst Saiyi He maintained a Buy rating on Alphabet Class C today and set a price target of $221.00.
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Saiyi He has given his Buy rating due to a combination of factors that highlight Alphabet’s strong financial performance and growth potential. The company’s second-quarter results for 2025 exceeded expectations, with total revenue increasing by 14% year-over-year, driven by robust growth in both its search and cloud businesses. The net income also saw a significant rise, outpacing consensus estimates, which underscores the effectiveness of the company’s revenue strategies and cost efficiencies.
Furthermore, Saiyi He points to the continued momentum in Google’s search business, which has shown resilience against competitive pressures and changes in search behavior. The introduction of new AI tools has enhanced the performance of search campaigns, contributing to a notable increase in advertiser engagement. Additionally, the strong demand for Google Cloud services, particularly in AI products, has led to substantial revenue growth and improved operating margins. The increased capital expenditure reflects management’s confidence in sustaining this growth trajectory, despite potential margin pressures. These factors collectively support the Buy rating for Alphabet Class C stock.
He covers the Communication Services sector, focusing on stocks such as Bilibili, Alphabet Class C, and Baidu. According to TipRanks, He has an average return of 18.7% and a 67.84% success rate on recommended stocks.
In another report released today, TD Cowen also maintained a Buy rating on the stock with a $220.00 price target.