NASDAQ:GOOG

Alphabet Inc (GOOG)

352.99
-2.04 (0.57%)
as of Jul 13, 2026, 2:09:35 pm Market Open.
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Investor Insights
star iconJul 13, 2026, 12:00 am

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

Alphabet Inc. (GOOG) is recognized as a leading player in the tech industry, especially in the realms of cloud computing and artificial intelligence (AI). Experts highlight the company's strong financial performance, with significant revenue growth, particularly in its cloud segment, which has seen an impressive year-over-year increase. The introduction of its Gemini AI models has further bolstered Google's search capabilities, easing prior concerns about AI overshadowing its core business. Despite muted trading metrics and high valuations, many analysts remain bullish about GOOG's long-term prospects, citing its unparalleled data, cash flow strength, and diverse revenue streams including YouTube and Waymo. The general sentiment leans towards a wait-and-see approach, considering potential market corrections before making further investments.

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Consensus
Hold
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Valuation
Fair Value
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Similar
AMZN,AMZN
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.
BUY ON WEAKNESS
Unsure on growth potential of company going forward. Better opportunities in tech elsewhere for growth. Solid business model with large amounts of cash on balance sheet. Good investment for long term investor.
BUY
As a 5-year hold Current growth estimates are 12% and 13% sales growth and 68% gross margins. 10% of their market cap is cash. There's a gap between between expectations between now and 2023. The price target is $143 based on 48 buys and three holds and no sells. Sentiment hasn't changed yet. Buy it in the $80s and hold for 5 years.
TOP PICK
It has pulled back 32% from highs, so its 15x forward PE is attractive. Companies are allocating more ad dollars to online platforms. If there's an economic slowdown, companies will reduce such advertising but continue to put it into the biggest platform--Google. She continues to buy this. (Analysts’ price target is $142.90)
BUY
Quality stock in the new economy. Those are the ones that will come off the bottom first. There's a lot more safety buying the big guys at the bottom. The leverage comes when the market starts to take off, and then you can drop down to second-tier and go from there.
PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Continues to believe the company is very strong. Will be a good long term investment. Cash flow, revenue and earnings growing at ~15% which is 5x better than average economy. Rising interest rates have negatively affected tech stocks. Very strong management team. Very patient with the company.
TOP PICK
It is a leading top search destination company for merchants and advertising. There is also growth in the You Tube part of business advertising revenue. It trades at 20 X earnings with 50 billion in free cash flow and no debt. It has 30% of U.S. digital advertising revenue and global ad revenue in 2024 could be over $400 billion, over half of which is digital. Buy 11, Hold 0, Sell 0. (Analysts’ price target is $142.90)
BUY
If the digital ad market slows, Google search will remain a relevant place for advertisers for spending dollars on. Over time, their cloud business should help earnings. Trades at 18x earnings, this is an interesting story.
BUY
GOOG vs. AMZN 90% of GOOG's revenues come from advertising, with some sensitivity to economic slowdown. GOOG is growing at an outstanding rate, keeps gaining market share. AMZN has e-tail plus massive cloud business, AWS. He likes both. World-class businesses with revenue growth close to 15-20% per year, shares are a reasonable price.
WAIT
Macro negativity is a slowdown in ad space during a recession, but this is already baked in. Sitting on lots of cash. If you don't own it, wait until at least Jackson Hole. If higher rates for longer, tech will get hit. The franchise is not going anywhere. Be tactical on entry levels. (Analysts’ price target is $142.00)
COMMENT
During choppy economic times, he prefers a MSFT or GOOG, essential tech names with stronger profitability and cashflows. Companies with strong fundamentals have lots of options in a recession. Look for a tech name that's durable longer term.
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