NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
0
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
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.
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.
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