NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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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AMZN,AMZN
COMMENT
Amazon has had a good run and is very expensive. Had it as a short term buy recently. Google is in his trading sell list. The FANG stocks make up 25% of the Nasdaq. Google FANG Friday for his review of and comments on Fang Stocks. There have been great trading opportunities in the past with FANG stocks.
BUY
Allan Tong’s Discover Picks Though Alphabet has its fingers in many operations, internet search remains its bread-and-butter, and is largely immune from supply chain shortages. Cloud demand and digital ads are expected to grow. The latter soared 33% in 2021 even as travel shut down for parts of 2021 due to Covid variants. (Travel and leisure companies are major advertisers on Google.) Also, YouTube ads grew 46% in 2021, partially lifted by the new YouTube Shorts, launched to compete with TikTok. This is one to buy for the long run. Read 3 Dependable Long Term Stocks to Hold for our full analysis.
BUY
Now, you need boring, low PE stocks, the opposite of those hurt by inflation, such as Alphabet or Meta. They sell at historically cheap PEs. In healthcare, Eli Lilly is his top pick.
BUY
Really likes it. The split sends the right signals to investors. 56x multiple, nice growth rate of 14%. Price to growth, still works. They specialize in the things people need. Experimental ideas should benefit them over time.
PARTIAL BUY
Nice correction. The 20:1 split is very positive for net worth in terms of fundamentals. Buy half a position here. If it can come back to $2350, he'd buy the other half. Suspects this will rally hard if there's a tentative agreement in Ukraine or if the Fed moderates their 7 price hikes.
HOLD
GOOG vs. AMZN Both are splitting stocks. Though this has no economic effect on the company, it does have a psychological effect. Becomes more attractive to those with limited budgets. Creates the opportunity to perhaps be included in the Dow, a price-weighted index. Very good companies. GOOG trades inexpensively compared to growth rate. AMZN is growing into its multiple and doing good things, but not as mature as GOOG.
TOP PICK
Quality, growth, and valuation. One of the best companies regarding digital advertising. Has lots of horses in the race from cloud to services. Really likes it, and has great value at this stage. No dividend. (Analysts’ price target is $3490.73)
BUY
It's a great place to hide and don't forget their stock split.
BUY
Equal positions of GOOG and AMZN? Owns and likes both. GOOG had a strong quarter. Online users and digital spending will continue to grow. E-commerce and AWS for AMZN is also growing. GOOG has a cheaper forward PE, but price to sales is higher. Would make some sense to have equal positions. Again, if you have 60% in tech, review your portfolio and rebalance.
STRONG BUY
Really likes. Attractive valuation. Hidden value in the excess cash and fledgling businesses. Trades at 22x forward earnings for a very strong growth profile. Ticks all the boxes. Don't wait till the split, buy now.
TOP PICK
Has owned this for years. This current pullback is a buy. Trades at 24x forward earnings is not onerous for a company that can grow their topline double digits. They just reported a strong quarter. Their online advertising is their best-performing business and remains a high-growth area as businesses want to advertise online. Using AI makes it more productive for businesses to advertising. Their cloud business is growing 45% YOY, contributing to revenues, though not earnings yet, but eventually as they scale up. GOOG has a strong balance sheet with $25 billion net cash. Their 20-1 stock split is a plus. (Analysts’ price target is $3490.51)
STRONG BUY
What's the difference between the two Alphabet shares? Simply more voting rates in one type over the other. He buys the L shares. No other difference, really. He likes the company very much. They report strong earnings last week. Trades at a decent multiple. He projects $120 in 2022 earnings or low-20's PE, and yet their growth rate in revenues and earnings are a multiple higher than the average company.
TOP PICK
Great growth story. Owns online advertising. You Tube, search engine component etc. have done well. Has a big spot in the cloud. 50 Buys, 1 Hold, 0 Sells.
COMMENT
20 for 1 stock split. Stock split will take a while, as it has to be approved at the next shareholders meeting, which is not till July. Great opportunity for a wider distribution of shares. Volumes will go up a lot. Shares will now be more accessible at the lower value and more accessible for options. Lower price will encourage a lower strike price. Last year in general, there were more stock options traded than actual stocks, so it's a big deal.
BUY
It beat its numbers, starting with EPS, and shares soared 7.5% today. It's the most impressive of the megacap tech names. YouTube makes money for them than any set of networks. They're buying back a lot of shares. They announced a 20-for-1 stock split which is a good idea, because it signals to retail investors that the company is doing well and invites retail buyers to buy.
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