Opinions Brenda Vingiello, CIO, Sand Hill Global Advisors
Alphabet IncGOOGCOMMENTMay 09, 2025
Stock price when the opinion was issued
As of Jun 04, 2026. Market Open.
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Still one of the highest-quality businesses in the world. Wide range of opportunities despite the runup. Cloud has been doing extremely well. Reasonable valuation. 9/10 on fundamentals. Regulatory scrutiny a potential risk. Massive user base, proprietary data.
(Analysts’ price target is $430.00)
Brianne GardnerFirst quarter since Covid it didn't buy back stock. Raised capex by $5B. Gemini is outstanding, leading it to win at Search as well as to concrete monetization. Only trading at 22x PE for 2028 and 17% growth. Stock still works, more to go.
Greg NewmanA year ago, consensus was that Search was going to die. Seems ridiculous now. Gemini is overtaking ChatGPT. Data centre business is growing faster than before. Still not that expensive. He hasn't sold any shares yet, but may take some off the table from the long-term holding and put toward one of the Mag 7 laggards.
Martin Cobb, ASIPWill lose market share on Search. But it's a story of a much bigger pie, so their eventual benefit will be much greater. Pulled AI into the Search model, and Gemini is in a leadership position. Multiple in the high 20s still undemanding. Spits out lots of cash. Lots of irons in the fire.
Gordon Reid
Given its networks, will be a direct beneficiary from AI. Expensive, and has to grow into its multiple. So many divisions at play. Yield is 0.22%.
(Analysts’ price target is $422.26)
Darren SissonsPopped so much on earnings because it's the clear winner on AI. Eclipsed ChatGPT in the ability to advertise on AI and to integrate everything.
Barry Schwartz
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Premium contentIn the last quarter, the company reported 5.11 USD per share, beating the 2.68 USD estimate by 90.44%. Revenue for the same period reached 109.90 B USD, despite the estimate of 106.96 B USD. For the next quarter, analysts expect 2.83 USD in earnings per share and 114.90 B USD in revenue. Social media mentions are up 580% in the past 24h.
Doing great. Worries about Search becoming obsolete were baseless, though its share of searching will fall. However, the pie will expand and so total revenue will grow. Gemini has a leadership position in AI.
Plus there's YouTube -- about 23% global streaming share and caters to shorter attention spans. Waymo also adds to this very powerful compounder.
Gordon ReidMoat is pretty phenomenal. Strongest pillar are the networks. Largest index of "intent" data -- what people want right now. That data allows them to target ads. 70% of the world's operating systems are Android.
Sheer scale of its infrastructure lets them run massive AI models at a much lower unit cost. His 12-month price target is $378. Yield is 0.25%.
Kim BoltonHas long been a core holding. Until recently, GOOG was always trading at a discount to larger peers because of an antitrust overhang. Likes this a lot, but so does the market. The PE is above 26x (too high) and the free cash flow is just 2%. Is a hold now.
Chris BlumasThinks it'll be a winner. The Mag 7's are tired, but you need to have some exposure from a portfolio diversification perspective.
Lyle Stein
They won't sit still (and could buy a competitor), and Gemini is highly respected, but the company hasn't promoted it well. There is opportunity, but most of their revenue is coming from traditional advertising on Google search--that's a problem. YouTube is fantastic generating lots of ad revenue. Also, how do you make money off chatGPT? Maybe this problem is already priced into GOOGL, since its PE has come down.