Artificial intelligence is having a defining moment—and Alphabet’s Google is right back at the center of the global conversation. After months of intense competition and doubts about whether the company could keep pace with OpenAI and other fast-moving rivals, Google’s launch of Gemini 3 has completely reshaped market sentiment. Suddenly, the narrative has shifted from “Can Google catch up?” to “Google might be leading again.”
Even more striking is the praise coming from some of the most influential voices in tech. Salesforce CEO Marc Benioff, never one to overhype new software, took to social media to describe Gemini 3 as an “insane” breakthrough. After just two hours with the model, he declared he was “not going back” to ChatGPT—adding that it feels like “the world just changed, again.”
When a high-profile industry leader reacts that strongly, Wall Street pays attention. But does this enthusiastic endorsement make GOOGL stock a compelling buy right now? To answer that, we must examine Google’s financial momentum, strategic positioning in AI, and the transformative implications of the Gemini 3 platform.
Google’s AI Comeback: From Pressure to Dominance
For the past two years, Google has been under more scrutiny than at any other time in its modern history. OpenAI’s rapid advancements challenged Google’s core search business, threatened its dominance in digital intelligence, and sparked concerns that the company had become too cautious to lead in next-generation AI.
Then came Gemini 3, and suddenly the tone changed.
This new model isn’t just another iterative upgrade—it represents a leap in reasoning, multimodal understanding, and speed. Analysts and early testers say the model feels more natural, more capable, and significantly more robust under demanding real-world usage.
The broader tech community has responded accordingly:
- Analysts have called it the new state-of-the-art
- Developers praise its faster outputs and complex reasoning abilities
- Enterprises are integrating it at scale through Google Cloud
With AI competition reaching never-before-seen intensity, Gemini 3 arrives at a pivotal moment—and Google appears to have reclaimed the spotlight.
Understanding Google’s True Economic Engine
Google’s value has always come from its diversified ecosystem. Advertising remains the backbone, but the company is far more than a search engine. Alphabet operates across:
- Cloud computing
- AI-powered productivity tools
- Self-driving technologies (Waymo)
- Healthcare innovations (DeepMind, Med-PaLM)
- Quantum computing research
- YouTube & global digital entertainment
But what sets Google apart today is its long-term investment in AI infrastructure. The company embraced neural networks early, integrated machine learning across all its flagship products, and seeded the foundations of technologies like transformers—the architecture behind today’s generative AI revolution.
With Gemini now woven into Search, Maps, YouTube, Gmail, and Android, Google’s AI advantage is turning into a revenue-wide catalyst.
Record-Setting Stock Performance: GOOGL Becomes an AI Superstar
Alphabet’s stock tells a powerful story.
Since the rollout of Gemini 3 on Nov. 18:
- GOOGL hit an all-time high at $328.83
- The stock is up 68% in 2025 alone
- Shares have surged 84.8% in the last six months
- Alphabet’s market cap is approaching the $4 trillion milestone
In comparison, the S&P 500 has gained just 16% in 2025, highlighting how dramatically Google has outperformed the broader market.
This kind of momentum doesn’t appear out of nowhere—it comes from strong fundamentals.
Google’s Blowout Q3: A Quarter Powered by AI & Cloud Growth
Google’s Q3 fiscal 2025 earnings report was a clear demonstration of resilience and execution:
📌 Revenue
- Total revenue: $102.3B (+16% YoY)
- Analysts expected: $100.1B
📌 Google Services
- Revenue: $87.1B (+14% YoY)
- Driven by Search, YouTube, subscriptions, and hardware
📌 Google Cloud
- Revenue: $15.2B (+34% YoY)
- Massive enterprise adoption of Gemini AI
- Cloud backlog surpassed $155B
📌 Profitability
- Operating income: $31.2B
- Operating margin: 30.5% (34% excluding EC antitrust fine)
📌 EPS
- $2.87, beating expectations by 27%
These results underscore a company firing on all cylinders. Google is not only maintaining its dominance—it’s accelerating.
Gemini 3: A Deep Look at Google’s Most Ambitious Intelligence System
Gemini 3 is more than just a model upgrade—it’s a foundational shift.
Key milestones fueling excitement:
- AI Overviews now serve over 2 billion users monthly
- The Gemini mobile app has surpassed 650 million active users
- Over 70% of Google Cloud customers are using Gemini AI tools
But the real turning point came with Gemini 3’s integration directly into Google Search through its new AI Mode. For the first time ever, a cutting-edge model launched inside the most-used search tool on Earth.
Sundar Pichai has framed Gemini 3 as the company’s most intelligent model yet—capable of more nuanced conversations, higher-level reasoning, and richer creative outputs.
This is also the version aimed squarely at businesses, developers, and content creators. It is positioned to challenge OpenAI’s GPT-5 and reshape the competitive landscape of enterprise AI.
Wall Street’s Response: Analysts Turn Extremely Bullish
Analyst sentiment has strengthened dramatically post-launch:
- D.A. Davidson calls Gemini 3 their “favorite model currently available.”
- Bank of America Securities says it’s a “massive step forward,” potentially shifting AI leadership toward Google.
- Many firms increased forward earnings and revenue projections following the launch.
Consensus Outlook
- 44 analysts: Strong Buy
- 4 analysts: Moderate Buy
- 7 analysts: Hold
Price Targets
- Average: $321.96 (near current level)
- High target: $355 (12.4% upside potential)
Even with its huge run-up, analysts believe Google still has room to climb.
Should You Buy GOOGL Stock Now? The Case for Long-Term Growth
The bull case for GOOGL is stronger today than it has been in years. Here’s why:
1. AI Integration Across Every Revenue Engine
Gemini is not a side project—it is now embedded across Search, Cloud, YouTube, Workspace, Pixel hardware, and enterprise tools.
2. Google Cloud Is Becoming an AI Powerhouse
Cloud’s 34% YoY growth signals accelerating enterprise adoption, especially for AI workloads.
3. Strong Financial Foundation
High margins, robust free cash flow, and massive capex investment show a company building the infrastructure of the next technological era.
4. The Gemini 3 Advantage
Its technical strength combined with early praise from leaders like Marc Benioff gives Google an aura of renewed innovation.
5. Long-Term Market Positioning
Google’s AI footprint is global, deeply integrated, and rapidly expanding—giving it durable competitive advantages.
Gemini 3 Marks a Turning Point—and GOOGL Looks Like a Long-Term Winner
Google’s launch of Gemini 3 is more than a product update—it’s a signal that the company has regained its competitive firepower in the AI race. The explosive praise from industry leaders, the strong financial results, and the extraordinary stock momentum suggest Alphabet is entering a new phase of growth driven by intelligence systems that will shape everything from search to enterprise computing.
While short-term volatility can always affect tech stocks, Google’s long-term trajectory remains compelling. With AI adoption accelerating and Gemini 3 demonstrating world-class capability, GOOGL stands out as one of the most fundamentally sound and strategically positioned companies in the market.
For long-term investors, the question isn’t whether Gemini 3 changed the world—it’s whether Google will lead the next one. And right now, the case for owning GOOGL has rarely looked stronger.