Investors May Be Overlooking Google Cloud's Upside Potential

Nexus Research profile picture
Nexus Research
3.26K Followers
(28min)

Summary

  • While most headlines lately have been surrounding Google’s Search business, investors may be overlooking the notable progress on the Google Cloud front.
  • While the Cloud segment may appear more difficult to understand than the Search side, we break down in a simplified manner the key business growth opportunities beyond the perplexing terminologies.
  • Once investors gain a clearer understanding of the Google’s latest wins driving future revenue opportunities, it becomes easier to grasp the more powerful AI growth story hidden beneath the surface.

Google Cloud Buildings in Silicon Valley

JasonDoiy

Google (NASDAQ:GOOG) has been facing a slew of negative headlines lately on the Search side of its business, including the growing competitive threat from OpenAI, the unfavorable antitrust ruling against its monopolistic Search engine dominance, and yet another antitrust trial underway relating

This article was written by

Nexus Research profile picture
3.26K Followers
Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion. During market downturns, stocks often become cheap very fast, creating various investment opportunities at once. Amid such circumstances, investors often lack the time to research a company thoroughly before making investment decisions, out of fear that they will miss out on attractive entry points. Therefore, Nexus Research not only uncovers present-day buying opportunities, but also offers extensive insights on solid companies with promising growth potential despite expensive valuations, thereby allowing investors to be ready and make well-informed investment decisions when the stock becomes more reasonably valued.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About GOOG Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on GOOG

Related Stocks

SymbolLast Price% Chg
GOOG
--
GOOGL
--