Alphabet Stock Could Surpass Apple and Palantir Combined Value by 2030

Tuesday, Sep 2, 2025 5:31 am ET1min read

Alphabet, the parent company of Google, could be worth more than Apple and Palantir combined by 2030. The stock is undervalued compared to its peers and has shown impressive growth, with its revenue rising 14% in Q2 and diluted earnings per share rising 22%. Alphabet's AI initiatives, including its AI-powered search feature, are expected to continue driving growth.

Alphabet Inc., the parent company of Google, has positioned itself as a leader in the AI-driven economy through substantial investments and strategic partnerships. The company's ambitious AI and cloud infrastructure spending, totaling $85 billion by 2025, underscores its commitment to securing a dominant position in the market [1]. This aggressive approach has already yielded impressive financial results, with Google Cloud's revenue growing by 32% in Q2 2025 to $13.6 billion and a 20.7% operating margin [1].

Alphabet's AI initiatives, such as the AI-powered search feature and the Gemini AI platform, are expected to continue driving growth. The company's strategic partnerships, including a $10 billion deal with Meta, have solidified its position as a critical infrastructure provider for AI-driven enterprises [1]. These efforts have contributed to a 14% revenue increase and a 22% rise in diluted earnings per share in Q2 2025 [2].

Despite regulatory challenges, such as the U.S. Department of Justice's antitrust case against Google, Alphabet's financial resilience and robust AI strategy suggest it is well-positioned to navigate these obstacles. The company's $95 billion in cash reserves and projected $100 billion in AI revenue by 2030 further bolster its long-term prospects [1].

Investment advisor Ross Gerber has highlighted Alphabet's undervalued stock compared to other tech giants, citing its strong position in AI and technology [3]. Gerber's assessment is supported by Alphabet's impressive growth trajectory and the potential for its AI initiatives to drive further revenue expansion.

By 2030, Alphabet could potentially surpass the combined market value of Apple and Palantir, positioning itself as one of the most valuable companies in the world. This ambitious goal is backed by the company's strong AI strategy, robust financial performance, and strategic partnerships [1, 2, 3].

References:
[1] https://www.ainvest.com/news/alphabet-strategic-reinvention-ai-driven-growth-catalysts-2508/
[2] https://finance.yahoo.com/news/3-stocks-could-join-3-084400782.html
[3] https://www.benzinga.com/markets/tech/25/09/47441276/ross-gerber-says-alphabet-stock-is-inexpensive-analyst-cites-4-factors-why-google-parent-is-undervalued-compared-to-mega-cap-peers

Alphabet Stock Could Surpass Apple and Palantir Combined Value by 2030

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