NASDAQ:GOOG

Alphabet Inc (GOOG)

352.64
-2.40 (0.67%)
as of Jul 13, 2026, 6:56:17 pm Market Open.
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Investor Insights
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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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.
BUY
The top 5 senior growth/tech stocks: #2 is Alphabet. They dominate internet search, but their cloud business will offer the next leg of growth in 2022. Their last quarter disappointed, because they didn't spend enough to monetize their user base. Watch Google cloud take off.
BUY ON WEAKNESS
Don't fear a shutdown, but a slowdown due to the new Omicron variant. It's a juggernaut, performing better than the other FAANGs in today's bounce. Wait for a dip. Own it, don't trade it.
BUY
Even though its PE isn't cheap, look at GOOG. It's a real grower with a phenomenal franchise, and almost impossible to unseat at the present time in its core business.
PAST TOP PICK
(A Top Pick Oct 30/20, Up 83%) Still not that expensive. More potential in other names, but you can hold this pretty well indefinitely. Firing on all cylinders. Not facing same privacy challenges as others. Online advertising will continue taking share.
TOP PICK
Number one in search advertising that'll continue to grow. YouTube, too, is thriving and is being monetized well. The travel industry is especially using Google search and will do very well in 2022. They can increase revenues after being undervalued during Covid. Lots of free cash that they've invested well in R&D. (Analysts’ price target is $3321.29)
BUY
It just reported. Wall Street was a little disappointed because their cloud business was a little weaker than expected, but GOOG holds $136 billion cash, so that shortcoming is small by comparison. Don't sell this! They own search (because Google) and video (through YouTube) which itself is worth $300 billion. Is GOOG a monopoly? No--you can use Bing to search.
COMMENT
The headline today is that supply chain disruptions are hurting the advertisers who provide the revenue to Facebook and Google, but the market goes through phases. For example, 2-3 weeks markets were deeply worried about inflation and Evergrande, but if you ask someone today they'll think that Evergrande is a Las Vegas casino. Things are transitory. Google has had a fantastic year, up 80%, she thinks. People come back to these stocks when they feel they're selling at attractive levels, and these tech stocks are still the big growth engines..
PAST TOP PICK
(A Top Pick Oct 21/20, Up 78%) Continues to like it. Economic recovery should continue to drive online ad growth, with continued strong revenue and cash growth for GOOG. Scarily, customer data expected to increase tenfold by 2025. A staple tech name in your portfolio.
BUY
Buy Google A vs. Google B stock? About 10 years ago, they split their shares into A and B with one getting voting rates and the other not that the public buys. He owns and still buys GOOGL, which has the voting shares.
PAST TOP PICK
(A Top Pick Oct 14/20, Up 76%) Great play on online advertising and search. YouTube is doing well, cloud business is growing. Well positioned. Digital advertising will continue to grow. She recently bought on the recent pullback. You could start building a position here.
BUY ON WEAKNESS
A wonderful, scalable business, but he hasn't bought it lately. A great compounder with great long-term potential, but the valuation is at 30x earnings--high. A concern is a future challenge by regulators, and the stock will pull back then which will be the time to buy.
BUY
Are we in a megacap tech rally? Google and MSFT don't deliver products in a box, but deliver software or services over the internet, so both stocks will do well (in light of supply chain shortages). In contrast, Apple must deliver hard products, like phones and watches, but are suffering supply bottlenecks. The latter will likely guide cautiously this earnings season which may hurt these stocks. Financials, energy and materials he loves, though he can't see oil sustaining above $100/barrel, which will raise prices for products in the overall economy and that can't last.
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