NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
0
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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
AMZN,AMZN
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.
PAST TOP PICK
(A Top Pick Aug 07/20, Up 59%) He will always, hopefully, tell you to buy GOOG. His favourite company. Still not that expensive. Firing on all cylinders. Concerns about regulation now realizing that there's tremendous breakup value in this company. Still upside from cyclical reopening.
COMMENT
Don't take the FAANG stocks for granted. Google expanded into healthcare today by partnering with a hospital chain to take hospital records and turn them into algorithms to improve efficiency. He thinks this is amazing, but this will succeed only if they get a buy-in from healthcare professionals. He's been waiting for Google to do something big in healthcare and this is it.
PAST TOP PICK
(A Top Pick Jun 12/20, Up 67%) A trickier name. Nasdaq stocks have had a huge run. Trimmed back in January but now reloading more. Google is not outstandingly compelling any more. 14% EPS growth. Trading at 21x 2023, 24x 2022. Kind of on the fence. A good long term story. Wait to buy more.
BUY

GOOG vs. FB He's comfortable owning both. GOOG has a wider array of businesses, and so is a bit more secure. But FB is aggressively expanding into marketplace and crypto. Both great holdings that can do extremely well for the next 5-10 years. Pick whichever one tickles your fancy.

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 06/20, Up 57.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG continues to do well. We are now recommending to trail up the stop (from $2000) to $2200. If triggered, this would all but guarantee an investment return of 47%.
TOP PICK
85% of its revenue comes from online ads, which will increase with the recovery. Well positioned, with android's increasingly dominant market share of the cellphone market. Revenue for 2021 expected to be an astounding 200B. Revenue and earnings will continue to increase at a 15% clip over the next few years. No dividend. (Analysts’ price target is $2804.49)
TOP PICK
Trades at 22x free cashflow. Incredible growth in YouTube. Significant growth in advertising coming on. Leaders in search. Significant competitive advantage. New CFO has an eye on costs. Coming out of Covid will benefit. No dividend. (Analysts’ price target is $2811.06)
BUY

GOOG vs. AMZN Price target for GOOG of $2700, so a lift of about 17% from today. Whereas AMZN gives you a 25% lift from today to its price target of $4200. He'd recommend that you split your investment of new money 50/50 between the two. GOOG is a core holding, and the only time he trims is when the position gets beyond 5%.

BUY
It reports Tuesday. We've heard a lot of hype about their search engine and YouTube, but Google cloud will steal the show.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 06/20, Up 49%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GM is progressing well. We recommend trailing up the stop (from $1800) to $2000. This would all but guarantee a minimum return on investment of 33%.
Showing 481 to 495 of 1,082 entries