Alphabet delivers a blockbuster Q3 2025, reporting over $100 billion in revenue and roughly $35 billion in net income, underscoring strong profitability and cash flow to fuel AI investments.

The quarter exceeded expectations, with revenue up 16% to about $102.3 billion and non-GAAP earnings per share of $3.10, led by Google Cloud and core search growth.

Overall, Alphabet posts record quarterly revenue driven by AI and Google Cloud, signaling a durable competitive edge in the AI-enabled tech landscape.

Valuation remains attractive relative to peers, with a forward P/E around 27x for 2026, placing Alphabet as a long-term upside opportunity among the Magnificent 7.

Analysts expect roughly 11% revenue growth next year, with per-share earnings dipping due to heavy build-out plans, a factor in current valuation considerations.

The Motley Fool notes Alphabet’s AI-enabled products and cloud leadership create a durable growth path, while also noting Alphabet isn’t in Stock Advisor’s current top-10 list.

Gemini and other AI initiatives are central to Alphabet’s strategy, with Gemini integrated into Google Search and hailed as a leading generative AI model driving growth.

Waymo expansion continues beyond core ads, with planned robotaxi launches in Dallas, Nashville, Denver and Seattle, plus international expansion to Tokyo and London.

CEO Sundar Pichai reiterates Alphabet’s long-term, scalable vision, emphasizing momentum and rapid product shipping across its lineup.

The combination of profitability, AI investment, and cloud leadership supports a bullish long-term view, with potential buying interest at current levels.

Google Cloud revenue rose meaningfully, while YouTube and subscription services bolster consumer momentum; overall, ads remain a solid driver amid AI-driven growth.

Alphabet’s AI leadership, anchored by Gemini and strong data advantages, reinforces a long-term buy thesis as AI scales across products.