Alphabet Inc. (NASDAQ: GOOGL), currently trading at $184.10, has seen an 11% recovery from its May low, fueled by AI integration in products like Gemini and Google Cloud. However, margin pressures and antitrust concerns pose risks. Insider sales exceeding $85 million signal caution, while institutions like BlackRock and Vanguard have increased holdings. Google Cloud revenue surpassed $10.1 billion in Q1 2025, marking a 28% year-over-year growth, benefiting from enterprise AI services. YouTube generated $8.4 billion in ad revenue, with premium subscriptions rising to 110 million despite churn risks from price hikes. Technically, GOOGL needs to break the $187 resistance to target $200, with support at $176 and a rising 100-day EMA at $165.60. Trading at 26.7x forward EPS, Alphabet has a solid risk-reward profile, backed by an estimated 12-month target of $202, making it a compelling long-term buy for investors focusing on AI and cloud growth.
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