From Nasdaq: 2025-06-06 10:08:00

Alphabet’s search engine dominance is facing challenges from Generative AI applications and traditional search engines like Bing and Baidu. Despite Google’s market share drop, initiatives like AI mode and Circle to Search are driving user engagement. Google Search revenue is expected to grow at a CAGR of 11% from 2024 to 2027.

Microsoft is enhancing Bing with AI integration, including Copilot Search and Bing Video Creator. Meanwhile, Baidu is leveraging ERNIE models to improve its search engine performance. With ERNIE 4.5 and ERNIE X1 releases, Baidu aims to enhance multimodal capabilities and reasoning models.

Alphabet’s stock has dropped 11.2% YTD, trading at a premium with a forward 12-month Price/Sales of 6.03X. The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, indicating 12.17% YoY growth. The consensus estimate for 2025 earnings is $9.47 per share, up 17.79% YoY.

Zacks Research Chief names a stock with the potential to double, highlighting an innovative financial firm with a growing customer base and cutting-edge solutions. This top pick is set for significant gains, following the success of previous Zacks’ Stocks Set to Double like Nano-X Imaging.

For more information on top stock recommendations and analysis of companies like Microsoft, Baidu, and Alphabet, visit Zacks Investment Research. Stay updated with the latest insights and recommendations to make informed investment decisions.



Read more at Nasdaq: Can Alphabet’s AI Innovation Help Google Search Regain Market Share?