This summary was created by AI, based on 96 opinions in the last 12 months.
Based on the reviews from different experts, it can be summarized that Alphabet Inc (GOOG-Q) is a dominant player in internet search and digital advertising with a strong presence in AI and cloud services. The company faces challenges in the AI race and potential antitrust issues, but its strong balance sheet and diverse revenue streams provide long-term growth opportunities. Overall, the stock is seen as a solid long-term investment despite short-term concerns.
Looking good from a fundamental and technical perspective. Need earnings to make a stock go higher, and they happened to report earnings that surprised to the upside. Can be a core holding, so hold and look for good entry points to add rather than trading too aggressively. You could put fresh money in now.
No, don't, though MSFT has had a very good run. In general, if feel that a stock has run too far, taking some money off the table is never a bad idea. You will pay some tax, though, but will de-risk your portfolio. Trim, don't sell.
GOOG reported strong growth in its Q1 earnings, particularly in the cloud division. It is proving that companies can spend money on AI and still see net gains. It also announced its first-ever dividend and a large stock buyback. Results in most metrics were well above expectations.
Unlock Premium - Try 5i Free
GOOG reports tomorrow. Interesting in how GOOG frames the whole Gemini offering in AI. Gemini stumbled, but has now come back into fad. So you could look to add that one.
It reports Thursday. Trades at 22x PE. He's been taking off shares because it performs so badly when it typically reports.
Broad market driver now is AI. To benefit from, and optimize, AI, you need data. Only the Mag 7 have massive data. Play on digital advertising. A bit more essential than META. Both have a fairly reasonable valuation, though META is a bit more of a value play right now. Above his buy price right now, wait for pullback.
Lots of noise in the last year. Remember, pre-eminent Search tool in the world, a franchise it wants to protect. Working hard to use AI to maintain that leadership. Low 20s multiple, growing in high teens to 20%. Buyable well into the future. Exciting prospects. Very strong GARP. Risk: 90% market share possibly in jeopardy due to new technology.
Build it into your portfolio, but don't get carried away.
He's change his tune on this, based on today's analyst notes. It's lost no market share in internet search and ad revenues remain robust. YouTube continues to explode, worth a third of Alphabet; 71% of teens use it everyday. Also, their new live NFL streaming will generate an attractive return through ads. Google Cloud will grow even more. Google continues to research areas we don't hear of, such as mapping proteins. Trades at a cheap 16x 2024 PE.
Keeps providing value to investors. Just off all-time highs right now, but it's not expensive. Years ago, it was far and away the AI leader. But then MSFT acquired OpenAI. Generative AI is probably leaning toward OpenAI. This is a problem, needs to be addressed.
All pieces are there for them to win the AI arms race: best access to resources like research and hardware, some of the best internet infrastructure in the world, amazing consumer data. He wants them to focus on AI. They just need to do it. Tremendous value here. No dividend.
Like much of the market, it's overbought. Better to buy it at $143, its 50-day moving average. He just trimmed this yesterday. Growth rate is great at 12-15% and 20x PE. Obviously, are the search engine king and YouTube is doing well. AI is burgeoning. Likes it.
Core tech holding. Lagged Mag 7 a bit. Advertising business continues to grow, as does cloud. Generative AI Gemini is being applied to various tools. Generative AI is still in early days, has financial capacity to develop it. No dividend.
(Analysts’ price target is $165.93)They haven't cut costs in the self-driving cars and other research projects, but at 22x forward PE. Apple wants their AI. They hold a rich database of consumer data. They will be a major player in AI, like helping you to plan a trip or find a restaurant. Digital ads cane still come back from the pandemic. This is a long-term hold.
(Analysts’ price target is $165.61)Reports today of it in talks with Apple to license its Gemini AI for Apple's iPhones. That's positive. GOOG is a kind of dysfunctional stock. Own, don't trade Apple, but he can't say the same about Alphabet.
Fantastic value. Trading above market multiple, yet growth is 4-5x GDP and 2-3x that of the average stock. Missteps every once in a while. Don't be too critical, they will work out. Extremely well positioned. In everybody's ecosystem. Likes it very much.
Alphabet Inc is a American stock, trading under the symbol GOOG-Q on the NASDAQ (GOOG). It is usually referred to as NASDAQ:GOOG or GOOG-Q
In the last year, 75 stock analysts published opinions about GOOG-Q. 60 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Alphabet Inc.
Alphabet Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Alphabet Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
75 stock analysts on Stockchase covered Alphabet Inc In the last year. It is a trending stock that is worth watching.
On 2024-05-07, Alphabet Inc (GOOG-Q) stock closed at a price of $172.92.
Recently broke out above important resistance levels. Bullish case, but close to overbought. Potential near term for a drawdown. Very good earnings recently. Continues to dominate the online advertising space. Diverse revenue streams. Will be part of AI in the future. He continues to add, likes it long term.