Alphabet (GOOG 1.39%) (GOOGL 1.35%) just announced an absolutely incredible earnings report, and I think it's time investors should start adding shares. Regardless of what the market does in the short term, the reality is that Alphabet is one of the world's strongest companies, and I've got three reasons why investors should consider buying it now.
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1. Google isn't going away
Alphabet has many brands under its umbrella, but Google Search is still the most important. Last year, there was a narrative that generative artificial intelligence (AI) would replace Google Search, but that hasn't panned out. Google's revenue growth accelerated throughout the year and increased an impressive 17% year over year during Q4 2025.
That doesn't sound like a dying business to me, and it shows that no matter what Google does on the side, it still has a strong base business to back up its other endeavors.
2. Cloud computing growth is off the charts
Google Cloud was an absolute rockstar of a segment during Q4 2025. Typically, Google Cloud has posted revenue growth in the low- to high-30% range over the past few years. Q4 blew that number away, increasing an unbelievable 48% year over year. That outpaced Microsoft Azure, which rose 39% year over year.
NASDAQ: GOOGL
Key Data Points
Google Cloud is the fastest-growing major cloud computing platform. This shows that its AI tools are second to none, and that it's a popular partner for building and running AI models. Additionally, its operating margin soared to 30%, making it a highly profitable segment.
Google Cloud is how Alphabet will monetize all of its AI endeavors, and if it keeps this growth up, it could make an argument for being the top cloud computing company to own in the market.
3. SpaceX and Waymo could be a huge wild card
Over the years, Alphabet has made some incredible investments and acquisitions. One genius move it made back in 2015 was to take a $900 million stake in SpaceX, which has grown immensely. With SpaceX rumored to be targeting an IPO valuation of around $1.5 trillion, this could be a huge moneymaker sometime down the road. SpaceX also recently acquired xAI, and the case for SpaceX having a high valuation like that makes more sense.
Alphabet is also rapidly growing is its autonomous driving business, Waymo. Alphabet continues to invest in and grow this division, and it could be a successful stand-alone company someday. While it is still growing in popularity, it's a major player in the robotaxi industry.
There are multiple reasons to invest in Alphabet right now, and there are some fantastic storylines to go along with them. I don't think investors are too late to buy Alphabet shares, and right now could be an excellent buying opportunity.
