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NASDAQ:GOOG

Alphabet Inc (GOOG)

339.10
-4.24 (1.23%)
as of Aug 26, 2026, 8:00:00 pm Market Open.
1436 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 89 opinions in the last 12 months.

Alphabet Inc. (GOOG-Q) has garnered a predominantly positive outlook from various experts, highlighting its strong financial performance, especially in cloud services and AI innovations like Gemini. The company has seen impressive revenue growth, averaging 26% per year over the past decade, and boasts an attractive entry point with a forward PE ratio around 22-27x. There is a consensus on the company's robust business model, with successful integration of AI into its search functions, which many had previously feared might be jeopardized. However, concerns about capital expenditure and recent earnings reports indicating negative cash flow have sparked discussions on potential stock price volatility and the necessity to wait for a pullback before initiating new positions. Overall, experts maintain that GOOG is well-positioned for growth despite facing headwinds in the AI race and regulatory scrutiny, making it a strong long-term investment choice.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
AMZN
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.
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.

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