NASDAQ:GOOG

Alphabet Inc (GOOG)

350.67
-4.36 (1.23%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
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star iconJul 13, 2026, 12:00 am

This summary was created by AI, based on 96 opinions in the last 12 months.

Alphabet Inc. (GOOG) is recognized as a leading player in the tech industry, especially in the realms of cloud computing and artificial intelligence (AI). Experts highlight the company's strong financial performance, with significant revenue growth, particularly in its cloud segment, which has seen an impressive year-over-year increase. The introduction of its Gemini AI models has further bolstered Google's search capabilities, easing prior concerns about AI overshadowing its core business. Despite muted trading metrics and high valuations, many analysts remain bullish about GOOG's long-term prospects, citing its unparalleled data, cash flow strength, and diverse revenue streams including YouTube and Waymo. The general sentiment leans towards a wait-and-see approach, considering potential market corrections before making further investments.

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Consensus
Hold
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Valuation
Fair Value
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Similar
AMZN,AMZN
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.
BUY ON WEAKNESS
They report Tuesday and he expects a fine quarter--but gets no reaction from the street. If so, wait for the next market swoon to buy this.
TOP PICK
In the midst of a tech selloff, all of a sudden it's a value stock. Growing top and bottom lines at over 15-20% per year. Trades at 20x earnings. Over 100B net cash. Expects earnings to at least double over the next 5 years. Compelling. No dividend. (Analysts’ price target is $3373.98)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Aug 06/20, Up 73.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with GOOG has triggered its stop at $2600. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 73%, when combined with the previous recommendation to cover half.
BUY
AI is incredible opportunity that will be beneficial to company. AI very expensive business to get into and company has incredible advantages in this field. Good company to buy.
COMMENT
Six or seven megacap tech names have bolstered the market; they are so dominant. He has no idea why Google was trading so poorly today, but those names continue to sell off like today, so will the entire market. In turn, that could slow down the rate hikes. But the Fed should not let the market dictate the Fed's actions.
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