NASDAQ:GOOG

Alphabet Inc (GOOG)

344.41
+0.73 (0.21%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1436 watching
0
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)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

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.
PAST TOP PICK
(A Top Pick Nov 25/20, Up 65%) An amazing 2021. Revenues will slow in 2022, but you'll still see high double-digit revenue growth. 15-16% going forward. Earnings should re-accelerate in 2023. New CFO is disciplined, slowing down the cash burn. Buying back stock. One of the best. Long-term holding. Reasonable here.
COMMENT
Investors should stay with this company. Better positioned than many other tech companies. Company has a reasonable valuation. Many underappreciated assets such as YouTube, Android operating system, search business, cloud computing business.
BUY ON WEAKNESS
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
BUY
Very positive. Fundamental strength reflected in the stock price. Over $100 EPS in 2021. Growing at 15-18% in earnings, cashflow, and slightly less for revenue. Great example of patience in developing products like YouTube. Safe to go here. A price maker, which you can own in inflationary times.
Showing 451 to 465 of 1,088 entries