Alphabetstock is apparently considered has be undervalued While investors wonder if artificial intelligence will remove part of its market share in research.
THE Google The shares of the parent company are down 16% this year, underperforming other AI shares as Microsoft And MetaAnd is the cheapest among the seven magnificent companies, Bloomberg reported Thursday April 10).
Investors fear that the domination of the alphabet in research means that it has nowhere to go, but that the company has lagged behind its competitors in AI, that it makes substantial investments in AI, and that the youngest consumers use AI services rather than traditional research, according to the report.
Since January 2023, roughly OPENAI‘s Cat Presented, the alphabet share on the world market for search engines increased from 92.9% to 89.6%, according to the report.
At the same time, Alphabet has several forces that suggest its stock is undervaluedsaid the report.
Its advertising activity is not as exposed to the tariff risk as other companies, its revenues is expected To grow around 16% this year, and its wide range of business understand Not only research and AI but also Things like the media and autonomous vehicles, according to the report.
He was reported in February that investors questioned the amount that the alphabet spends on the AI. The company would have spent $ 50 billion on technology in 2024 and is expected has spend more in 2025.
A high investment combination in AI and income -growth challenges – such as the launch of low -cost AI models per In depth – has led to a meticulous examination of investors.
In December, He was reported This Google CEO Sundar Pichai said to technology giantThe employees are that “2025 will be critical”.
“I think it’s really important We internalize the urgency of this moment and must move more quickly as a business, “said Pichai.” The issues are high. These are disruptive moments. In 2025, we must focus tirelessly on unlocking the advantages of this technology and resolve real user problems. “”
Pressures faced with Google Include the challenges of research advertisements and cloud service activities, increased competition and regulation.
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