{"id":256559,"date":"2025-12-29T18:03:11","date_gmt":"2025-12-29T18:03:11","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/256559\/"},"modified":"2025-12-29T18:03:11","modified_gmt":"2025-12-29T18:03:11","slug":"alphabet-goog-reported-strong-results-despite-ai-disruption","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/256559\/","title":{"rendered":"Alphabet (GOOG) Reported Strong Results Despite AI Disruption"},"content":{"rendered":"\n

Artisan Partners<\/a>, an investment management company, released its \u201cArtisan Value Fund\u201d third-quarter 2025 investor letter. A copy of the letter can be downloaded here<\/a>. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and lower interest rates. Against this backdrop, the fund\u2019s Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90%, respectively, in the third quarter compared to a 5.33% return for the Russell 1000 Value Index. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025.<\/p>\n

In its third-quarter 2025 investor letter, Artisan Value Fund highlighted stocks such as Alphabet Inc. (NASDAQ:GOOG<\/a>). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments. The one-month return for Alphabet Inc. (NASDAQ:GOOG) was -0.05%, and its shares gained 63.45% over the last 52 weeks. On December 26, 2025, Alphabet Inc. (NASDAQ:GOOG) stock closed at $314.96 per share, with a market capitalization of $3.79 trillion.<\/p>\n

Artisan Value Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its third quarter 2025 investor letter:<\/p>\n

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“Our top contributor in Q3 was Alphabet Inc.<\/strong> (NASDAQ:GOOG), a long-time holding. Alphabet delivered strong quarterly results across all segments, allaying concerns about the risks of AI on its search business. Total revenue grew 14% year-over-year, led by search and cloud as monetization of AI solutions accelerated. Alphabet has seen strong uptake of its AI infrastructure and generative AI solutions, which are now integrated across the Google Cloud Platform. Cloud revenue grew 32% year-over-year, driven by acceleration in large deals (e.g., the numberof$1billion deals in 1H 2025 equaled all of FY24). As perspective, Google is now monetizing 980 monthly tokens, which has doubled since May, and the number of users of its Gemini chatbot has grownto450million from 350 million in March. Tokens are units of data processed by AI. YouTube also continued to grow strongly and remains the No. 1 streaming platform in the US based on watch time. Since its April lows, the stock is up more than 70% and now trades around 24Xonforward-year earnings estimates. Though no longer cheap like it was in April, we believe its valuation, which is in line with that of the S&P 500\u00ae Index, is still attractive considering Alphabet\u2019s strong fundamentals. However, given the stock\u2019s quick run-up, which caused the position size to grow, we did take some profits to bring it back to a normal position size (i.e., 2%\u20133%).”<\/p>\n<\/blockquote>\n

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Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on our list of\u00a030 Most Popular Stocks Among Hedge Funds<\/a>. As per our database, 186 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the third quarter which was 178 in the previous quarter. In the third quarter of 2025, Alphabet Inc. (NASDAQ: GOOG) achieved<\/a> its first-ever $100 billion in revenue. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/strong><\/a>.<\/p>\n

In\u00a0another article<\/a>, we covered Alphabet Inc. (NASDAQ:GOOG) and shared the list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q3 2025<\/a>\u00a0page for more investor letters from hedge funds and other leading investors.<\/p>\n

READ NEXT:\u00a0The Best and Worst Dow Stocks for the Next 12 Months<\/a>\u00a0and\u00a010 Unstoppable Stocks That Could Double Your Money<\/a>.<\/p>\n

Disclosure: None. This article is originally published at Insider Monkey<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Artisan Partners, an investment management company, released its \u201cArtisan Value Fund\u201d third-quarter 2025 investor letter. A copy of…\n","protected":false},"author":2,"featured_media":256560,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,1494,194,289,290,132877,18,823,4830,132878,19,19422,19424,17,82,19423],"class_list":["post-256559","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-stock","tag-alphabet-inc","tag-artificial-intelligence","tag-artificialintelligence","tag-artisan-partners","tag-eire","tag-google","tag-google-cloud","tag-google-services","tag-ie","tag-investment-management-company","tag-investor-letter","tag-ireland","tag-technology","tag-value-fund"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115804176571784942","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/256559","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=256559"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/256559\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/256560"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=256559"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=256559"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=256559"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}