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Alphabet stock has increased over 37% in 2024, significantly outperforming the S&P 500 Index. After a challenging year with volatility, the focus is shifting to estimates for 2025, with an analysis of potential stock price based on earnings estimates and forward price-to-earnings multiples. The intrinsic value of Alphabet is found to be $238 per share, indicating that the stock is undervalued at its current price of $192. The expectation is for a range between $235 and $255 per share by the end of 2025, acknowledging the risks posed by emerging AI competitors.
Alphabet's AI business, particularly Gemini, is a priority in combating competition.
Significant focus on Alphabet's potential for growth against AI market threats.
The strong performance of Alphabet shares amidst rising AI competition signals robust earnings potential. Predictions for a forward PE multiple increase suggest growing investor confidence. The focus on its AI advancements, especially the Gemini model, highlights the strategic pivot Alphabet is making to retain its market dominance.
With large language models threatening Alphabet's business model, ethical governance around AI technologies is paramount. As Alphabet integrates AI into its core offerings, potential risks related to data management and user privacy need careful consideration to build sustainable competitive advantages while maintaining public trust.
It is highlighted as a priority for Alphabet's management in response to competitive pressures.
Its impact on Alphabet's search engine business is discussed, emphasizing the competitive risks it poses.
The company’s efforts to enhance its AI capabilities are essential for maintaining its competitive edge in search and advertising.
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Its competitive position against Alphabet's cements the need for Alphabet to innovate in AI.
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Parkev Tatevosian, CFA 14month
The Investor's Podcast Network 8month
CNBC Television 11month
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