GOOGL Earnings

GOOGL reported its earnings on 2026-02-04, showcasing a revenue of 113.83B against an estimate of 104.77B, resulting in a 8.65% surprise. The EPS was 2.82, surpassing the expected 2.58 by 9.3%. The stock experienced a -0.54% price change on the earnings day and a -4.34% change over the next five days, reflecting market reactions to the results.

Following GOOGL's earnings announcement on 2026-02-04, the stock price moved by -0.54% on the day of the release. Over the subsequent five days, it saw a -4.34% change. Historically, GOOGL's stock price tends to shift by an average of -2.43% in the 10 days leading up to earnings and -2.17% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate GOOGL's annual revenue to reach 103.37B, while the EPS is projected at 2.52. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates revised upward by 0.12% over the past three months, indicating analyst expectation in the company's performance.

The correlation between GOOGL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved revised upward by 0.12%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GOOGL's stock price typically moves by -2.43% in the 10 days before its earnings and -2.17% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.52 and revenue of 103.37B.

The earnings call highlights strong financial performance, with record free cash flow and significant growth in Google Services and Cloud revenue. Despite Waymo's losses, optimistic guidance on agentic commerce and AI integration, alongside strategic partnerships, suggest positive sentiment. The Q&A confirms robust growth and innovation, with management addressing supply constraints and efficiency improvements. However, lack of clarity on Gemini's monetization may temper enthusiasm slightly, but overall, the strong earnings and optimistic guidance indicate a positive stock price reaction.