NASDAQ:GOOG

Alphabet Inc (GOOG)

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