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Summary

Alphabet remains a top GARP play, with a reiterated "Buy" rating and upside potential to $425–$430.

Q1 results exceeded expectations: EPS of $5.11, revenue of $109.9 billion, and Google Cloud revenue up 63%.

High capex and AI investments are driving growth, but margin and free cash flow trends warrant close monitoring.

Technical momentum is robust, with bullish breakout above $350 and all-time highs supporting further upside.

Nicolae Popescu/iStock via Getty Images

Alphabet ( GOOGL ) has been the Mag 7 star in the past year. Shares are up 143% on a total return basis from 12 months ago, outperforming the Roundhill Magnificent Seven ETF ( MAGS ) and the S&P 500 ETF (

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.…