As the February earnings season gathers pace, several companies are offering investors buying opportunities after delivering concrete results.
With much of the market driven by post-earnings reassessments, Finbold turned to OpenAI’s ChatGPT to identify companies that not only beat expectations in the final quarter of 2025 but also demonstrated durable growth drivers heading into 2026.
Based on reported results and forward-looking fundamentals, ChatGPT identified two stocks that stand out following their Q4 2025 earnings releases.
Alphabet (NASDAQ: GOOGL)
Alphabet (NASDAQ: GOOGL) emerged from the fourth quarter of 2025 with one of its strongest performances on record. The company reported revenue of about $113.8 billion for the quarter, representing roughly 18% year-over-year growth, while earnings per share came in at approximately $2.82, comfortably above market expectations.
For the full year, Alphabet’s revenue surpassed $400 billion for the first time, highlighting the scale and resilience of its core businesses.
ChatGPT cited Alphabet’s advertising engine as a key reason the stock remains attractive after earnings. Search and digital advertising continued to generate substantial cash flow, providing a stable foundation even as the company invests aggressively in new technologies.
At the same time, Google Cloud delivered strong double-digit growth, reinforcing its position as a long-term growth driver within the group.
ChatGPT also highlighted Alphabet’s expanding artificial intelligence (AI) ecosystem, noting that deeper integration of AI across search, cloud services, and enterprise tools positions the company to unlock additional revenue streams over time.
Combined with strong cash generation and balance-sheet flexibility, these factors make Alphabet a compelling post-earnings buy, according to ChatGPT, despite near-term concerns around higher capital expenditure.
Over the past year, GOOGL shares have rallied more than 70%, trading at $323 as of press time.
Advanced Micro Devices (NASDAQ: AMD)
The AI model also selected chipmaker Advanced Micro Devices (NASDAQ: AMD), which delivered a standout set of results.
The company reported quarterly revenue of about $10.3 billion, up roughly 34% from a year earlier. Net income rose sharply to around $1.5 billion on a GAAP basis, while diluted earnings per share reached $0.92.
On a non-GAAP basis, earnings per share climbed to about $1.53, supported by a non-GAAP gross margin of approximately 57%.
According to ChatGPT, AMD’s appeal after earnings lies in its growing exposure to data center and AI-related workloads, which continue to drive both revenue growth and margin expansion.
The company’s EPYC server processors and AI accelerators are gaining traction as enterprises and cloud providers invest heavily in computing infrastructure.
ChatGPT also noted that AMD’s improving profitability and diversified product portfolio, spanning data centers, client computing, and gaming, reduces reliance on any single market segment.
With strong earnings momentum already evident in Q4 2025, ChatGPT sees AMD as well-positioned to benefit from sustained investment in AI and cloud computing throughout 2026.
By press time, AMD stock was trading at $208.44, having rallied almost 100% over the past year.
Based on their reported Q4 2025 results and forward-looking fundamentals, ChatGPT views both stocks as attractive opportunities during the February earnings season.
Featured image via Shutterstock
