Alphabet (GOOGL) Stock Overtakes Apple and Microsoft as America’s Most Profitable Company

TLDR

• Alphabet (GOOGL) has surpassed Apple and Microsoft to become America’s most profitable company
• Google Cloud revenue jumped 48% year-over-year in Q4, driven by AI enterprise demand
• Full-year 2025 revenue exceeded $400 billion for the first time, with net income up 30% to $34.5 billion
• Mizuho reiterated an Outperform rating with a $410 price target on February 18, 2026
• GOOGL stock is up over 60% in the past year, making it the top-performing Magnificent Seven stock

Alphabet has quietly pulled ahead of Apple and Microsoft to claim the title of America’s most profitable company — and the numbers back it up.

Alphabet Inc., GOOGL

The company reported Q4 2025 earnings on February 4, with consolidated revenue of $113.8 billion for the quarter. Full-year 2025 revenue crossed $400 billion for the first time in company history.

Net income rose 30% to $34.5 billion, driven by strong performance in Search and Cloud.

Google Cloud was the standout. Revenue surged 48% year-over-year to $17.7 billion in Q4, fueled by rising demand from enterprises building out AI infrastructure.

The Cloud backlog now stands at $240 billion, suggesting that growth has room to run.

Gemini, Alphabet’s AI platform, is gaining traction too. Paid seats across enterprise customers topped 8 million, spread across more than 2,800 companies. The consumer-facing Gemini app has over 750 million monthly active users.

Google Cloud: From Loss-Maker to Growth Engine

Google Cloud wasn’t always a profit center. It took roughly 15 years to turn a profit, but it’s now one of Alphabet’s most important earnings drivers.

That shift matters. Alphabet can now fund new ventures from a position of strength rather than burning cash across the board.

Waymo, the self-driving car unit, is one of those bets. It’s operating in several U.S. cities and is positioning itself to compete in the ride-hailing market.

For 2026, Alphabet plans to spend between $175 billion and $185 billion in capital expenditures — a deliberate ramp-up in investment.

That’s a big number, but the company has the cash flow to support it.

GOOGL Stock Leads the Magnificent Seven

GOOGL is up more than 60% over the past year, making it the best-performing stock among the Magnificent Seven over that stretch.

Only Nvidia comes close to matching that performance relative to the S&P 500. The rest of the group has lagged, weighed down by slower revenue growth and capex concerns.

Over five years, GOOGL has nearly tripled in value.

The stock carries a 0.28% dividend yield — modest, but Alphabet’s financial position leaves room for increases down the road.

On February 18, 2026, Mizuho Securities analyst Lloyd Walmsley reiterated an Outperform rating on GOOGL with a $410 price target. That target was raised earlier in the month, on February 5, from $400.

Mizuho’s position reflects broader analyst confidence following the Q4 earnings beat and the company’s record revenue milestone.

The post Alphabet (GOOGL) Stock Overtakes Apple and Microsoft as America’s Most Profitable Company appeared first on CoinCentral.