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NASDAQ:GOOG

Alphabet Inc (GOOG)

362.10
-9.00 (2.43%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
1434 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 96 opinions in the last 12 months.

Alphabet Inc. (GOOG) has shown a remarkable performance driven by its advancements in AI and significant growth in its cloud and advertising segments. Analysts note that the company has effectively incorporated AI tools like Gemini, bolstering its search capabilities and advertising strategies, which remain strong. Despite initial fears that AI could hinder its core search business, experts now recognize that the expanding search market can ultimately benefit the company. The financial metrics reflect robust earnings, beating estimates consistently, while its market position remains fortified by a massive user base and proprietary data. Although some concerns about valuation exist and the stock may seem slightly pricey relative to its earnings growth, many analysts advocate for maintaining a position in this long-term compounder given its potential in AI and associated ventures.

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Consensus
Buy
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Valuation
Fair Value
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Similar
AMZN,AMZN
PAST TOP PICK
(A Top Pick Jan 27/22, Down 23%) It is now 16 to 17 times earnings, has no net debt and is buying back tons of shares. It is a phenomenal business offering a compelling value and great growth.
DON'T BUY
Considering their growth in the coming year, the shares are not cheap. This and other megatechs are still trading at a premium to the wider S&P.
DON'T BUY
They just announced layoffs of 12,000 Shares are rallying on layoffs news. Google is saying that their stock should be lower, because such layoffs does a lot to their culture and morale and is counter-productive to the company growing. It's upside-down how the market is reacting these days. So, he's negative in his overall market outlook.
BUY ON WEAKNESS
Valuations of all the megatech stocks have fallen, but Alphabet still isn't cheap enough. It's getting there, and she's watching it (along with Netflix, Amazon). She hasn't owned these stocks in years, but share prices could fall low enough for her to enter.
TOP PICK
Multiple now quite reasonable. Online ads generate revenues. Economic slowdown will hit them. Still the leader in online ads because they're dominant in Search, so they'll still attract ad spending. Pullback is chance to buy for long-term capital appreciation. No dividend. (Analysts’ price target is $124.60)
BUY ON WEAKNESS
Advertising will decline so there will be soft quarters. He may add to weakness. Will endure during a recession because of its cash flow. A fine company that he's owned for a long time.
TOP PICK
Excellent company with incredible assets. Very strong advertising business with large search abilities. Ability to track every action of consumer. Diverse business assets including YouTube. Very good company for the long term shareholder.
COMMENT
Technology stocks are first to go when rates rise because they are growth companies which generally need to borrow money to keep growing. It is still in a downward trend with lower highs. When it forms a base with no higher highs and no lower lows, watch it and buy after the breakout from this base. Or if you want to take a chance you can buy during the formation of the base.
TOP PICK
Wonderful business. Exceptionally good business economics. Majority of revenues and cashflows from online advertising. Primary beneficiary as more ad dollars shift online. Overhangs of privacy and regulatory scrutiny. Exceptional value, no debt, excess cash on balance sheet. Cloud business growing 30%+ per year. The best in Search. Incubating lots of ideas. 15x earnings. No dividend. (Analysts’ price target is $127.10)
BUY
Amazon vs. Alphabet He owns both, different stocks in all ways. Amazon messed up their e-commerce in the last 18 months by building too many warehouses and over-hiring. Customers didn't follow through with revenues. Margins have plunged, but this is temporary. In 1-2 years, Amazon will recover. The long-term story remains intact. An 18-20% cash flow/revenues grower. Their jewel is their cloud business which is still growing 40% annually and providing most of their profits and growth. Stick with it... Google trades under 20x PE, is steady and one of the best stocks out there. Still a buy.
HOLD
2023 outlook: A series of layoffs, because they over-hired. They must, must cut costs. It trades at a cheap 18x earnings, but is not making enough money.
BUY
GOOG vs. AMZN Loves both names. Biggest weights in his portfolio's top 10. Tech will continue to lead once the Fed lowers rates. Almost monopolies in their businesses, extremely well positioned. Low double-digit growth for foreseeable future, net margins of 35-36%. ROIC is second to none, almost 40%.
DON'T BUY
Beware of their looming court case and weaker ad advertising.
PARTIAL SELL
He took profits, partly because of case 230 now in front of the Supreme Court (https://www.vox.com/policy-and-politics/2022/10/6/23389028/supreme-court-section-230-google-gonzalez-youtube-twitter-facebook-harry-styles), and potential weakness in online advertising. Also, the wider market didn't hold gains after the PPI data and has retreated--not a great sign. He forecasts an even up or down market through the end of 2022. He's holding onto some shares, because of December seasonality.
PAST TOP PICK
(A Top Pick Nov 02/21, Down 33%) Online advertising will continue to grow, and quite rapidly. Trades at 18.6x. No debt. 54B in free cashflow. Not an expensive stock. YouTube numbers were down from pandemic, but these will come back. As ubiquitous as Kleenex.
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