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
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.
Paul Harris, CFAOwned
Technology
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.
Technology
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.
Shane ObataOwned
Technology
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.
Stan WongOwned
Technology
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)
Bruce MurrayOwned
Technology
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.
Technology
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.
Technology
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Premium contentTOP PICK
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.
Kim BoltonOwned
Technology
BUY ON WEAKNESS
Great company. Quality name. Multi-year win. But if cost of business increases, growth will slow and the price will come down. If you have a short-term horizon, you may want to wait for the Fed on May 9 or even for a Fall increase. Longer term, it's a name you want to hold, as it will grow.
Darren SissonsOwned
Technology
TOP PICK
A way to play online advertising, generating about 80% of its revenue. Also sells content and subscriptions. Tons of excess cash. Strong cloud services business. Emerging technology investments. Tremendous growth profile. Big overhang is regulation. Antitrust issues aren't going away. A breakup could unlock value. No dividend. (Analysts’ price target is $3473.79)
Chris BlumasOwned
Technology
BUY
GOOG vs. QCOM Likes both. QCOM has fallen, though fundamentals continue to be extremely strong. Reach is expanding with 5G and internet of things. Less reliance on AAPL. Good holding. GOOG is also a good holding. Don't believe that FAANG stocks are expensive. Looking at the fundamentals, GOOG trades at only a slight premium to the market, but is growing many times what the market and economy are.
Gordon ReidOwned
Technology
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly The cash flow being generated by the company is certainly strong enough to support outstanding debit and weather the risk of rising interest rates, placing it in an advantageous position relative to its competitors. It trades at 25x earnings compared to 35x for its peers. Latest earnings beat analyst estimates by 15% and supports a strong 31% ROE. It has been using some cash reserves to buyback substantial volumes of shares and pay down debt. We recommend placing a stop loss at $2200, looking to achieve $3465 -- upside potential over 22%. Yield 0% (Analysts’ price target is $3465.00)
Technology
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