Alphabet Shares Head Into Earnings With New Highs In Sight: What To Expect
Alphabet is set to report its first-quarter 2026 results, with Wall Street expecting revenue of $107.3 billion and earnings per share of $2.63. The company's AI infrastructure spending is under scrutiny as investors await a credible path to monetizing those investments.
Alphabet will report its first-quarter 2026 results after US markets close. The company is expected to post revenue of $107.3 billion, representing 18.62% year-over-year growth. Earnings per share are estimated at $2.63, down 6% from the year-ago period. Alphabet's AI infrastructure buildout is driving increased capital expenditures, with management previously guiding to $175-185 billion in total 2026 capital expenditures. Google Cloud has emerged as a key proof point for AI return on investment, with growth rates in the 40-50% range and a reported backlog of approximately $240 billion. Investors will be watching for signs of macro headwinds or competitive pressure in the core advertising business.
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