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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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AMZN,AMZN
BUY
It reported last night and initially shares sold hard right after the company released earnings. But the company knows what its doing. Sure enough, today shares roared back and rallied today. Whoever sold them in the pullback justifiably feels like an idiot. Alphabet's CFO last night in her talk convinced him that Google remains the best ad vehicle for travel and leisure. The headlines almost never tell you the whole story. Instead, wait for the CEO and CFO to speak at the conference call.
BUY
A buy at these levels. At 19x earnings, lower multiple than other tech. Good momentum on Search for travel and retail. Make sure monetization of YouTube continues. Digital ads will continue to grow, though headwinds include cutbacks. Cloud is a strong growth area.
PARTIAL BUY
They report tomorrow after the bell. They give their clients the best returns on digital ads and which don't rely on much third-party data. It has fallen by a third, so worth buying. Then again, it has not been a hot stock for ages.
BUY
Likes Google as a business. Online advertising may decrease in economic slowdown, however long term is a good business. Leader in online advertising.
COMMENT
There may be scrutiny over ad spend in their next quarter, but don't get caught up on that time until you look at the rest of the company.
BUY
Snap released a poor quarter, but should Alphabet shares be impacted? Yes, there is an economic slowdown happening, and small business reduces ad spend whenever that happens, and that reduction starts with Snap. This doesn't always transfer to Alphabet, though, unless there's a recession (which he doubts will happen). He isn't worried about Alphabet.
BUY
He is generally not positive on tech. Earnings estimates for tech have gone up, not down. But he does own Microsoft, Apple and Alphabet, because they can manage their businesses and have incredible moats with little competition. GOOD trades at 18x earning and a 7% premium to markets (generally 25%). Do not trade these big tech stocks, but buy on weakness. These stocks compound over time.
WAIT
Ad-driven. If companies have to lay off people due to higher interest rates, they'll be much more strategic in how they advertise. Great company. Be careful at these levels. Wait to see if there are higher unemployment levels and how these impact the business. Ton of cash.
BUY ON WEAKNESS
Has owned this for years for its online advertising. Company is still growing and prefers it to Facebook. Shares just split. The PE is attractive and it has strong cash flow.
HOLD
Split today. Will live and die with the US economy. Fewer companies will advertise, so it will pull back, but then it will be quick to recover. He's comfortable holding. The days of 20-25% revenue growth quarter after quarter are over, but it's still growing in double digits. Tremendous balance sheet and optionality.
TOP PICK
Prefers the L stock (no votes). Shares are off 22%. Revenue growth has slowed. Has $100 billion in free cash flow. They continue to dominate web search. They own Androids, which is half the phone market. They are #3 in cloud computing. He expects GOOG to return to previous highs in 18 months. (Analysts’ price target is $3171.40)
PARTIAL BUY
He's underweight tech now, but long-term likes GOOG because they dominate digital ads, and there will be more ads moving from traditional to digital. A forward PE of 19x, which is decent given a 20-25% growth rate. The price to sale is 5.5x, which is a caveat. You can start to nibble away but watch your weighting.
PARTIAL SELL
He trimmed Alphabet to add to his Disney shares. Alphabet had a great 2021, for instance.
TOP PICK
Shares are down 30% from highs this year, but PE is now attractive. Trades at 17x forward PE after stripping out the cash; is in a net cash position. She has long owned this. GOOG dominates in online advertising. Reasonably priced now. They're showing good growth in search and cloud computer. Has a strong balance sheet. Would add now. She recommends the L class, because it has voting rights. (Analysts’ price target is $3235.50)
TOP PICK
FAANGs are out of favour. Owns Search, plus profitable cloud business that's growing quickly. Huge annual R&D budget to develop exciting projects that can be monetized. Look at YouTube. Grows revenues and earnings annually by 20%. Trades at 20x earnings. Inexpensive way to get into communications services. No dividend. (Analysts’ price target is $3235.50)
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