Alphabet and Apple are competing to become the top consumer AI stock. The use of AI among consumers has increased in 2025, with 61% of U.S. adults using AI tools in the past six months. Alphabet’s innovative AI tools like Gemini and Circle to Search are driving growth, while Apple is catching up with Apple Intelligence.

Alphabet’s stock is showing positive trends with increasing subscriptions and AI integration in search, while Apple is expanding Apple Intelligence capabilities. The Zacks Consensus Estimate for Alphabet’s 2025 earnings is $9.56 per share, up 18.91% from 2024, while Apple’s estimate is $7.10 per share, growing by 5.19% over the same period.

Alphabet’s stock has outperformed Apple’s this year, with GOOGL shares down 3.3% compared to Apple’s 16% decline. In terms of valuation, Alphabet’s Price/Sales ratio is cheaper at 6.41X compared to Apple’s 7.52X. Alphabet has a Zacks Rank #2 (Buy) while Apple holds a Zacks Rank #3 (Hold).

If you’re looking for a consumer AI stock, Alphabet might be the better choice right now. With innovative AI tools and a strong market position, Alphabet is well-poised for growth. Download the Atomic Opportunity report for more insights on potential high-growth stocks.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Alphabet and Apple