Opinions Stan Wong
Alphabet IncGOOGTOP PICKNov 12, 2026
Stan WongStock price when the opinion was issued
As of Nov 13, 2026. Market Open.
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Reduce your risk by owning different layers in the tech sector. One of the 10 companies that make up 40% of the S&P; index funds got hurt badly yesterday. Tech is highly volatile. They're growth assets, which require lower (not higher) interest rates.
Stubbed its toe on earnings. FCF went negative because of all the AI capex. MSFT fared better. You need a hyperscaler in your portfolio, but pick just one of GOOG, MSFT, or AMZN.
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Premium contentIn the last quarter, the company reported 2.12 USD per share, beating the 3.01 USD estimate by -29.65%. Revenue for the same period reached 127.58 B USD, despite the estimate of 127.97 B USD. For the next quarter, analysts expect 3.35 USD in earnings per share and 142.71 B USD in revenue. Social media mentions are up 612% in the past 24h.
He trimmed it earlier in the year after making a huge gain. He likes their business, but has the narrative changed--and this applies to the other hyperscalers too. For new money, buy half a position now, after today's pullback. Is a high-quality company and he likes it.
Darren Sissons
A major holding of his. It's firing on all engines, earning $100 billion profit. It grew into then surpassed its market cap. It will continue to make cash profits from its search engine, etc, but what will be their rate of return from AI? Is perhaps cheap.
Tim Regan
His firm always looks through the lens of "Would they buy it today?" Making a significant bet on the future of AI, and market's questioning that. Companies building data centres are under pressure. Now cashflow-negative. Broke long uptrend.
Risk. Be cautious. A show-me story. Just broke below 200-day MA, and there's lots that can go wrong below that.
They operate diverse businesses, and their cloud business remains strong. Gemini 3 is a fantastic product and can compete with Anthropic. It outperformed last year, so has underperformed slightly this year, but a catch-up will happen in 2027.
Joe Terranova
Premium contentBased on PE alone, now at 22x earnings versus historical highs over 40x, GOOG is a TOP PICK. The company is investing aggressively into AI and data centers and sits on over $240 billion in cash and supports a 48% ROE. We recommend setting a stop-loss at $270, looking to achieve $428 -- upside potential over 23%. Yield 0.2%
(Analysts’ price target is $427.33)
He tries to allocate $$ for the best return with the least amount of risk. Knock on the whole complex is the massive spending. Fears that AI could disrupt Search, perpetual anti-trust overhang.
Cloud growth staggering last quarter, revenue up 82%. Search was up, so AI is not cannibalizing it (but increasing queries). Clear AI payoff through multiple avenues. Trading ~22x PE, growing ~19%. PEG looks really good. Yield is 0.26%.
Greg NewmanPremium contentIn the last quarter, the company reported 9.11 USD per share, beating the 2.88 USD estimate by 216.66%. Revenue for the same period reached 119.80 B USD, despite the estimate of 116.35 B USD. For the next quarter, analysts expect 3.03 USD in earnings per share and 126.85 B USD in revenue. Social media mentions are up 29% in the past 24h.
If you look at the 3 biggest hyperscalers today, the best position is probably in GOOG. Doing lots of internal development and investment in its AI models. Gemini is lagging Anthropic and OpenAI, but it's a close third. GOOG is really at the forefront of innovation, especially compared to the other 2 hyperscalers.
She owns no hyperscalers right now.
This one, but don't put all your eggs in the one basket. It just has so many horses in the race. About 75% of revenue comes from advertising. Cloud business generates a whole lot of money. Very strong with Gemini, and now agentic AI has come out. Robust short-term liquidity. Current and quick ratios are well above 1. Low debt-to-equity. ROE of 38.1%. PE is ~17x.
The #1 holding in his fund. His 12-month price target is $428. Buy some here, more around support at $320. Shouldn't go under $300.
Kim Bolton
Rare opportunity to buy quality on sale. Recovered somewhat in last few days from drawdown of 32%. Trades ~18-19x PE for next 12 months. YouTube growing quickly. Multiple ways to win from AI. Has now crossed 1B users of Gemini, adding to its scale. Backlog of $561B in cloud.
(Analysts’ price target is $390.77)Last time it fell 30% was in September 2022, and gained 36.8% over next 12 months (admittedly, just one sample point). Yield is 0.30%.