Investor Insights

This summary was created by AI, based on 102 opinions in the last 12 months.

Alphabet Inc., trading under the symbol GOOG, has shown resilience despite recent concerns over slowing growth and increased capital expenditures in AI and data centers. Analysts express confidence in the company's core advertising business, which continues to perform well, particularly in Search and YouTube, despite mixed results in its earnings reports. The company’s price-to-earnings (PE) ratio, hovering around 20x, is seen as attractive compared to its growth potential. Moreover, the regulatory landscape poses some risks, especially concerning antitrust issues, but many experts believe that any such actions would take years and that Alphabet's dominant position in online search gives it a strong foundation for future growth. Overall, while there are concerns regarding competition from AI and potential market share loss, most analysts view GOOG as a long-term hold due to its strong fundamentals and diverse revenue streams.

Consensus
Buy
Valuation
Undervalued
Unspecified

It is quite well priced at 21X earnings. It has many divisions and thee is a feeling that the parts are worth more than the whole company trades at. It is spending $75 billion in Capex to support AI and data centres. In the last quarter the growth rate looked to be a little slower than expected. but they have declared that they have more business than they can handle.

Technology
WAIT

Wonderful company. Very constructive on it longer term. Buy on a dip; still 5-10% above his buy price, so just wait. Market has lots of volatility with political rhetoric and trade tensions, so you'll get your chance.

Technology
BUY

Most attractive of the Mag 7 at 21x PE. Have many businesses--YouTube, search, Android, Chrome, Waymo. It's worth more than the current price. Their recent report noted a slowing growth rate, but they have more demand that they can handle. That's why they're investing more in capex, $75 billion into AI and data centres.

Technology
BUY

It remains cheap, operating profit is up a lot, are spending huge in capex, though free cash low is up minimally. Reason: they're becoming capital intensive. 

Technology
BUY ON WEAKNESS

Does not own shares, but current share price could be a buying opportunity. Unsure on how much more the business has to run. Other companies in markets with strong prospects that are much cheaper in valuation. If share prices continue to fall, would consider buying. 

Technology
WATCH

Shares dropped 7.29% on reporting. It got punished for announcing spending of $75 billion in capex this year--punished for investing heavily in growth, which is a big change from last year. It ran up 25% since last September till the report, making it the third-best performer in the Mag 7. The quarter was mixed: slightly weaker revenue and surprisingly  weaker Cloud revenue, but EPS and YouTube revenue beat. Growth slowed, but core advertising is still doing great. And yet Microsoft is spending $80 billion in capex, and Meta $65 billion. What has changed is the arrival of DeepSeek, which has changed the narrative around AI spending: Do megatech companies still need to spend a lot on AI infrastructure? Is the reaction to GOOG an exception or the new norm?

Technology
BUY

Likes it very much. Very reasonable multiple, surprisingly low in the face of 18-22% annual growth. Market's somewhat skittish about its losing dominance in Search due to AI. It has 93-94% market share in that one area, and undoubtedly will lose some of that. Flipside is that the whole pie is going to get bigger. 

Technology
WATCH

It reports Tuesday. Is their search business cannabilized by Gemini AI? YouTube is on fire and covers up weakness. Listen for any growth in their infrastructure business--if strong, shares will fly.

Technology
BUY
GOOG vs. META in the wake of DeepSeek.

Both are in his top 5 holdings, so he'd pick both. If he had to choose one, he'd pick GOOG, mainly because it's cheaper. Silicon Valley's known about DeepSeek for a while, and BABA has an even better widget. You're going to see more innovation, especially on the software side.

Technology
BUY

Anti-trust crackdown a risk, but overall an excellent company. Lowed valuation within Mag 7 cohort. Would recommend buying and holding. 

Technology
WEAK BUY

With Trump, there's a little less concern of threats of breaking up the company. GOOG is doing well in cloud, and Europe won't be as hard on them as before. GOOG is one of the cheaper Mag 7 stocks, but still vulnerable to market risks. Prefers it at $150 than $200, though.

Technology
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

On average, they have cash, massive cash flow and good growth. On advantage the Mag 7 has is that they have the capacity to spend billions on R&D. GOOG, for example, spends $40B annually. Smaller companies just do not have this advantage. The group would likely grow faster if they were allowed to do acquisitions. They will be continue to be closely tied to the overall economy, and are not immune to declines (i.e 2022). But we think they have several years of growth, if not more, ahead of them. 
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Technology
PARTIAL BUY

When a new client comes in, he buys a bit. When it gets ahead of itself, he sells a bit. A core holding. Not that expensive at 21-22x. Pressure now, as Europeans are looking at its market share. Waymo starting to get traction. Great outlook. Leg in for a great long-term play of 5 years or more.

Technology
TOP PICK
no price target given

Trading at a market multiple, but growing faster than the market. After AI concerns. GOOG got its act together and are now ahead in AI. Hugely profitable and innovative. Are building recurring revenues. He loves using their Gemini AI. It will come down to consumer applications.

Technology
BUY

Still positive. Trades around the market multiple, yet growing 3-4x the economy. Lots of different opportunities to do well. Main source of income is Search, but YouTube and Waymo monetization opportunities are immense. Plus there's AI.

Technology
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Alphabet Inc(GOOG-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 61

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 72

Stockchase rating for Alphabet Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alphabet Inc(GOOG-Q) Frequently Asked Questions

What is Alphabet Inc stock symbol?

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

Is Alphabet Inc a buy or a sell?

In the last year, 72 stock analysts published opinions about GOOG-Q. 61 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Alphabet Inc.

Is Alphabet Inc a good investment or a top pick?

Alphabet Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Alphabet Inc.

Why is Alphabet Inc stock dropping?

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.

Is Alphabet Inc worth watching?

72 stock analysts on Stockchase covered Alphabet Inc In the last year. It is a trending stock that is worth watching.

What is Alphabet Inc stock price?

On 2025-02-19, Alphabet Inc (GOOG-Q) stock closed at a price of $186.72.