Industrial Securities has decided to uphold its 'Buy' rating for Alphabet - A. In the third quarter of 2025, Alphabet - A delivered a performance that surpassed market expectations. Specifically, its revenue from AI - powered search ads witnessed a 15% growth. The cloud business revenue also saw a substantial increase, rising by 34%. Moreover, the operating profit experienced a remarkable surge, climbing 85%.

In terms of order backlog, the figure reached a staggering $155 billion, marking a 46.2% quarter - on - quarter increase. Alphabet's full - stack AI capabilities have truly borne fruit. For instance, the monthly active users of Gemini skyrocketed to 650 million. Looking ahead, it is estimated that from 2025 to 2027, the company's compound annual growth rate (CAGR) of net profit will hit 17.2%. With the empowerment of AI, Alphabet - A boasts promising long - term growth prospects.