NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
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Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 93 opinions in the last 12 months.

Experts have shown a varied but generally positive outlook for Alphabet Inc. (GOOG), emphasizing its advancements in AI, particularly with its Gemini platform, which they believe has positioned the company favorably in the tech landscape. Despite a recent negative cash flow and some concerns regarding valuation, many analysts note the impressive earnings and revenue beats, highlighting robust growth in the cloud and ad sectors. The consensus leans toward a belief that GOOG will remain a key player in both AI and digital advertising, with significant potential for future value creation. Regulatory scrutiny and market competition are acknowledged as risks, yet many maintain that GOOG's extensive user base and diversified business model provide it with a strong moat. Overall, analysts recommend holding the stock, with some advocating for patience and waiting for a potential pullback to maximize investment returns.

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Consensus
Buy
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Valuation
Fair Value
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Similar
AMZN,AMZN
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.
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.
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