NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
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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
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.
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.
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.
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