NASDAQ:GOOG
Alphabet Inc (GOOG)
356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 2, 2026, 12:00 amThis 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.
Consensus
Buy
Valuation
Fair Value
Similar
AMZN,AMZN
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.
Technology
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.
Darren SissonsOwned
Technology
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.
Christine PooleOwned
Technology
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.
Barry SchwartzOwned
Technology
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)
Bruce MurrayOwned
Technology
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.
Stan WongOwned
Technology
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)
Christine PooleOwned
Technology
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)
Gordon ReidOwned
Technology
COMMENT
Privacy concerns will be headwind for the company.
Recent earnings miss by YouTube a concern.
Current trading multiples presenting a good buying opportunity.
Presence of company in all aspects of daily life mean company has lots of paths to make money.
Expecting company to be a good long time hold.
Technology
HOLD
Doesn't own as much now. Negative transit with another sell signal. He sees it going to $1464, whereas today it's $2116. S&P also a sell signal. Don't be overweight, own just a bit. When the Fed turns from QT to QE, this one will do very well, but it's all about the timing.
Brian Acker, CAOwned
Technology
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Premium contentPAST TOP PICK
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