Alphabet's Stock Might Hit $415 by 2030 as AI Bets Start Paying Off 🚀

Alphabet's going all-in on AI. It's working. Market goes up and down, but the company keeps growing. They're spending big. Really big. The future looks bright though 🔥

Q2 2025 numbers were pretty impressive. Revenue jumped 14% to $96.4 billion. Margins holding at 32.4%. Google Cloud? On fire. Up 32% to $13.6 billion with profits more than doubling to $2.8 billion year-over-year. Seems like all that AI spending is finally showing up in the numbers 📈

They're not exactly being cheap with infrastructure. $22.4 billion on property and equipment just in Q2. Looking at maybe $85 billion for all of 2025. Massive spending. But it's probably worth it for keeping growth going. Who knows? 🌐

Funny thing is, they're still giving money back to investors. $13.6 billion in buybacks last quarter. Kept that $0.21 dividend after bumping it 5% earlier this year 💰

Let's do some math. Current earnings are $9.39 per share over the last year. If they grow revenue around 12% yearly and don't mess up their margins, earnings might hit about $16.5 per share by 2030. Slap a 25x multiple on that. You get $415. Not bad returns, kind of surprising actually 📊

Some things to think about though. Investment gains added about $0.85 per share recently. Not a guarantee going forward. All this spending will mean bigger depreciation costs too. But then again, they keep buying back shares. And cloud margins look better every quarter 🛠️

Watch out for traffic costs changing. Regulators are always circling. And everyone's chasing that generative AI crown now 🔍

The whole forecast is pretty reasonable. Double-digit growth. Margins in low 30s. P/E in mid-20s. It all comes down to execution on their AI strategy. Based on what we're seeing so far? They're not doing too shabby 🌕