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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
STRONG BUY
Third largest holding. Hit because ads are down, but still very strong growth on the cloud. #3 player in cloud. "Other bets" segment has spent 30B, produced only 3B, but those are the ideas for the future. A generational buy.
BUY
GOOG vs. MSFT for a 10-year hold? GOOG is about 6-8 multiple points cheaper than MSFT. Both very good businesses and operators. MSFT has done a fantastic turnaround making software into a service, second-largest cloud business, plus great gaming technology. GOOG has a larger moat.
DON'T BUY
GOOG vs. MSFT vs. AMZN vs. META MSFT has only a 25 PE, with real earnings and a real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
BUY
Largest holding in global equity fund. Believes company has a great future. Believes business has excellent long term prospects. 2022 - free cash flow expected to be 65 billion, and is approaching $100 billion in 2023. Excellent management team with great business profits and margins. Good time to buy shares with market weakness.
BUY
He just bought Alphabet, which he has bought and sold before. Yes, their growth is slowing, but their EBITDA is still growing, not at historic levels, but at a nice clip. Also, they have a sustainable business. He's ignoring the regulatory risk. Alphabet is very cheap; it has fallen to barely above the market multiple.
WEAK BUY
One of the few tech names he owns. Larger, established company with reliable revenue. Down about 37%. Long term for 3-10 years, you'll be fine. Digital ad spending will continue to grow. Short term, it'll go sideways or down.
DON'T BUY
Last night they said they were hurt by weaker ad sales and YouTube numbers. In the end, it's cyclical that rises and falls with the wider economy. Tik Tok is crushing peers. Forget the notion that Google can spend any amount on anything.
PAST TOP PICK
(A Top Pick Oct 04/21, Down 22%)Note: audio problems during broadcast They're the biggest player in mobile ads, though companies are reducing ad spending in this economy. They generate massive cash flow. This is a buy and hold with huge growth in cloud and other businesses.
BUY
GOOG vs. NVDA NVDA is a great long-term play, come down a lot, makes sense on price to growth basis at these levels. Excess supply in the chip space, slower demand, and we have to work through that. GOOG is everywhere, in ever-increasing ways. Cheap now, very compelling on price to growth. You can buy it today. With NVDA, you can be cute and try to get it at lower levels. These were past winners, both excellent. Returns will be fine over the next 3-5 years, but not where the outsized returns will be in the next bull market.
BUY
It's trading too cheaply. When the economy contracts, ad dollars will narrow to a few places like Alphabet.
TOP PICK
It is the top search destination on the web. It is also the leading marketing platform for advertising and controls 30% of the digital advertising space which could be 400 billion in 2024. YouTube is a great place to monetize advertising. Twenty billion of free cash flow per year. Beats the cost of capital on a consistent basis. Buy 11, Hold 0, Sell 0 (Analysts’ price target is $141.80)
TOP PICK
One of largest holdings. Believes is a good long term investment. Company dominates search on the internet. Large "cloud" business and Android (cellphone) business. Also, spends lots of money on R & D (moonshot) business ideas. Large margins on business.
TOP PICK
Is hugely discounted at 16-17x. Well-run. Debt free balance sheet with lots of capital. Can soak up more ad dollars moving online. It's hugely discounted, though, because of threats of regulatory pressure. Keep an eye on it though they create lots of shareholder value. Current share price makes this an opportunity. (Analysts’ price target is $141.12)
BUY
Has been hit with recent tech selloff (rising interest rates). Believes company is a good long term investment. Strong business model with established franchise. Headwinds from interest rates at a minimal in terms of risk. Controls own data which is essential feature of ad model.
BUY
GOOG vs. AMZN He owns both, good franchises. GOOG not as susceptible to inflation. AMZN has more value from growth, mainly due to cloud business and e-commerce business has been beat up. 2021 was an investment year for them, then the pandemic effect came off, and they had a lot of fixed-cost overhead but not the revenue. AMZN will work through that with growth forecast at 15-20% on revenues, earnings, cashflows. GOOG has become a bit of a boring trade. The tech discount has been overdone. GOOG is a great company, especially the "other bets" division. At these prices, both are great investments in your portfolio for the long-term.
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