What Gives Alphabet (GOOG) a Rare “Beat and Raise” Narrative?

5 days ago 4

Soumya Eswaran

Tue, January 13, 2026 astatine 8:42 AM CST 4 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced a beardown momentum successful 2025 and marked their 2nd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Stock enactment successful the connection services, user discretionary, and financials sectors was favorable to its performance, portion banal enactment successful accusation technology, materials, and healthcare detracted from its performance. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Strategy highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG) stood retired arsenic the starring performer of the strategy successful the quarter. Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. On January 12, 2026, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $332.73 per share. One-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 7.57%, and its shares gained 73.04% of their worth implicit the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a marketplace capitalization of $4.017 trillion.

Mar Vista U.S. Quality Strategy stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 4th fourth 2025 capitalist letter:

"Alphabet Inc.'s (NASDAQ:GOOG) Q4 show marks a important triumph, characterized by a uncommon “beat and raise” communicative crossed each captious concern segments. The company’s caller net study was driven by a balanced publication from its bequest Search and YouTube divisions, with Google Cloud emerging arsenic the standout performer. Cloud’s gross maturation reached an awesome 34%, and it boasts an bonzer $155 cardinal backlog, a astir treble summation compared to the erstwhile quarter. This singular translation has propelled Cloud from a borderline resistance to a high-octane nett center. Operational leverage indicates that Alphabet is successfully scaling its infrastructure portion maintaining disciplined outgo controls.