NASDAQ:GOOG

Alphabet Inc (GOOG)

344.41
+0.73 (0.21%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1436 watching
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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)
BUY
Digital ad platforms are not immune to a slowing economy. Trades around 18-19x earnings. He'd rather take a chance and buy some of this instead of a low-growth defensive name at a similar multiple. It'll do well when the economy snaps back.
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.
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.
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PAST TOP PICK
(A Top Pick Apr 05/22, Down 22.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG has triggered its stop at $2200. To remain disciplined, we recommend covering the position at this time.
PAST TOP PICK
(A Top Pick May 12/21, Down 6%) Search ads grew 21% and cloud grew 41%, but YouTube grew 14% which was less than expected. Great balance sheet, buying back shares. Search business will continue to grow out of Covid. Cloud is secular growth. Digital ads will continue to grow. You can buy it here and do quite well.
PARTIAL BUY
Keeps coming up as one of the best bargains in this bear market. A lot of horses in the stable. 80% of revenue comes from Google Search. 97% of profits come from advertising. If you can find a monopoly out there that's growing, that's where he wants to be. 12-month target of $3330. Down 20% in the last 100 days. Buy in thirds here around $2256, $100 lower, and $100 lower than that. It should not go under $2000.
BUY
Favorite tech name as extremely durable business. Not concerned about slowdown of advertising business. Recent tech selloff creating buying opportunity. Believes company will continue to grow especially with assets like YouTube.
PAST TOP PICK
(A Top Pick May 19/21, Up 0.2%) Forecast earnings growth of 22%, 15% revenue growth. Rotation from tech into other areas. 6.3x price to sales, so valuation is a bit high. Disappointing earnings call. Weak YouTube results are temporary. Growth in cloud is phenomenal. Usage online will continue to increase online. Android is gaining market share. On his probation list right now, as he's cautious on tech.
TOP PICK
Still incredible growth of 15% annually for the next few years with earnings at 18-20%, he projects. It trades at 22.5x PE and they will buy back $78 billion (5% of market cap) in shares over the next 12 months. Their cloud business is #3 behind AWS and MSFT and growing nicely. Ad revenues will hold. They're spending $30 billion in R&D; divisions like Waymo are huge and not even absorbed in the stock. The best of the FAANGs. (Analysts’ price target is $3274.28)
BUY
They reported yesterday. A great quarter with strength in cloud computing, internet search and YouTube. There was some weakness in European YouTube, but remember there's a big war happening in eastern Europe. The street saw this is a missed quarter, so shares sank today. Wrong. Shares will rise again. The Russian war will run its course.
TRADE
The question addressed concerns over the recent European rules which limit the targeting of online advertising. He is not concerned since turning off tracking and location means turning off functionality. Therefore users will opt in. It may underperform for a while but is still a good company. Customers choose Google. He doesn't know the catalysts.
BUY
Always has owned Google and Microsoft. Google has cloud, services and other bets that are coming to fruition. Headwinds are a recession (he doubts it). 81% of their revenues from come advertising, their search engine. So, if people reduce buying ads, it will hurt Alphabet. $3,300 is his price target. Don't sell in May and come back in September; the market has dramatically changed. It's now a trading market, not an investment one. He's doing more trading these days.
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