Google Cloud Trails Azure by $4.6 Billion--But Growth Still Has Leverage
Yahoo Finance ·
Google Cloud Trails Azure by $4.6 Billion--But Growth Still Has Leverage Khac Phu Nguyen Fri, September 4, 2026 at 8:19 AM EDT 1 min read GOOG MSFT This article first appeared on GuruFocus . Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is GOOGL fairly valued? Test your thesis with our free DCF calculator. Alphabet is not answering with small checks. Its second-quarter filing showed $119.8 billion in total revenue, with Google Services contributing $94.5 billion. Capital expenditures exploded to $44.9 billion as Alphabet raced to build the data centers, networks and computing muscle behind its AI and cloud push. Here is the pressure point. Azure's lead equals roughly 18.5% of Google Cloud's revenue, while Google Cloud already generates 20.7% of Alphabet's total sales. Meanwhile, the stock's $338.31 price stands 34.27% above its $251.97 GF Value estimate. That is a rich premium. Alphabet now needs its enormous infrastructure bet to close the cloud gap, win profitable market share and prove investors are not paying tomorrow's price too early.
DYAX Investor Sentiment
Bullish (Long) 50% · Bearish (Short) 50%
366 participants
Related News
- A New Report Suggests September Is the Worst Month to Buy Stocks. History Offers a Clear Answer for How to Handle This
- Industry-Leading Email Signature Platform Crossware Is Now Available Through Ingram Micro's Xvantage Platform as Part of the Microsoft Marketplace Private Offers
- Airbus (AIR FP) reportedly reaches a pre-agreement with Spanish unions, Democrata reports
- Daily US Equity Opening News: NVDA in talks for USD 2.5bln Thinking Machines investment; MU plans HBM capacity increase
- Where Will Sandisk Stock Be in 3 Years?
- This Week In Cloud AI - Opti9 Expands Canadian Reach with Strategic Hut 8 Acquisition
