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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AMZN,AMZN
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.
TOP PICK
It is a best-of-breed company. They own search, and have cloud. They own the android operating system. They have YouTube and driverless technology. They have not even started to monetize some of the assets they have on the books. Put it away and own it. It is the best relative value of the FANG stocks. (Analysts’ price target is $3147.22)
BUY
Absolute market leader for the last 2 years, for good reason. Multiple revenue streams. A great predictable asset. Firing on multiple cylinders. Beat estimates regularly, which continue to rise. However, it's in the secular growth camp, whereas some of the economically sensitive stocks will outperform. Lots of potential.
TOP PICK

(GOOGL) Right now, trading at 28x earnings. EPS is $100 roughly. They allocate $20B to R&D and produce many things like VR, AR, automated driving. These techs will make lots of money. See a bright future for Google. (Analysts’ price target is $3200.88) 

PAST TOP PICK
(A Top Pick Oct 21/20, Up 80%) Undisputed heavyweight champion in online search market. Strong revenue and cashflow going forward. Continuing to strengthen product lineup. YouTube and cloud will help top and bottom lines. Shareholder-friendly buybacks. Reasonable at 29x forward earnings with 20% growth rate. Likes leadership names without a lot of viable competitors.
PAST TOP PICK

(A Top Pick Aug 20/20, Up 79%) It trades at 27x earnings with a 3% cash flow yield. No debt and carries $57 billion in free cash flow this year. Big secular growth in online ads will continue. Their market share in online search remains huge. Also, YouTube is nearly as big as Netflix. Strong balance sheet and the runway is long. Regulatory threats are possible, but that's a long legal process and the market doesn't seem concerned now.

HOLD
GOOG is a real juggernaut in the ad business. The reason it's acting as it is, is because over last few quarters earnings growth has gone from flat to 190%. He loves accelerating earnings growth. A favourite, and it's in the sweet spot in tech. But instead, look at underowned areas of the market. Lots of opportunities outside tech. See his Top Picks today.
PAST TOP PICK
(A Top Pick Aug 27/20, Up 67%) He'd buy it again with both hands. They'll make over $100 EPS this year. Making a ton of money on YouTube. Advertising business continues to expand. Lots of other projects yielding great ideas that will be big money makers. Trading in the high 20s, growing at 20-25% a year. Tremendous value. Don't be thrown by the high price tag.
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PAST TOP PICK
(A Top Pick Aug 06/20, Up 84.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG is progressing nicely. We recommend trailing up the stop (from $2200) to $2600. If triggered, this would all but guarantee a minimum investment return over 73%.
PAST TOP PICK
(A Top Pick Aug 11/20, Up 83%) Double digit topline growth even before Covid. Has bounced back from pandemic. Her investment for online advertising. Keep holding for the long-term. Wait for a weak day to add more.
PAST TOP PICK

(A Top Pick Aug 07/20, Up 81%) He still loves the company, even after the run. It is firing on all cylinders. The pandemic accelerated the shift to on-line advertising. YouTube is very well positioned to take more and more advertising share away from TV. Over two billion active users. They are the top competitor to Netflix.

BUY
GOOG vs. GOOGL He'd recommend buying GOOGL. The other one, GOOG, is the voting share one. GOOGL has more liquidity. It's in his top 5 holdings. Very impressive performance on the topline, as well as the free cashflow line. Has one of the longest runways. Price target of $3150. 75% of revenue comes from ads, but they have a number of horses in the race. One of his favourites.
BUY

They report Tuesday. He expects amazing numbers given Twitter and Snap's blow-out reports last night. GOOG has a booming ad business, YouTube is gangbusters and their cloud division is hitting.

STRONG BUY
Stock price falling is a feature of investing. Don’t be concerned about today's sell off. Buy on pull backs. This has been a long standing holding for clients. It is one of the world's best businesses. He feels that they will be buying back a heck of a lot of stock going forward.
BUY
One of the great companies in the world. Unbelievable ability to grow earnings and revenues in spite of being big. Because it has kept the growth rate up, it is not terribly expensive at these prices. Reasonably priced for growth. 28% ROE. 30x PE, it looks expensive but the other metrics makes it reasonable. Still buying for new clients. Would like to see a dividend.
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