Google Cloud Revenue Just Surged 48%. Is Alphabet the Best AI Stock to Buy Now? | The Motley Fool

Alphabet (GOOG 2.42%) (GOOGL 2.53%) reported Q4 2025 results last Tuesday. Google’s parent company eclipsed Wall Street’s estimates across the board, with a 2.4% revenue surprise and 6.8% outperformance on the bottom line.

Google Cloud was the star of the show. Sales rose 48% year over year to $17.7 billion, accounting for a beefy 15.5% of Alphabet’s total revenues. The segment’s operating income also soared, rising 154% to $5.3 billion.

These results show how Alphabet taps into the artificial intelligence (AI) boom. However, the stock took a dive after the report as investors focused on Alphabet’s enormous AI infrastructure spending plans.

Was the price drop appropriate, or is Alphabet the best AI stock to buy right now? Let’s take a look.

Today’s Change

(-2.53%) $-8.39

Current Price

$322.86

Key Data Points

Market Cap

$3.9T

Day’s Range

$319.92 – $