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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Investor Insights
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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Similar
AMZN,AMZN
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.

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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.
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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%.
BUY

It's up 26% YTD, but lagged last year so it's catching up now. Plenty of room. Like FB, this is a great platform for advertisers to reach consumers. Travel ads are returning hard to GOOG, so t isn't late to buy this.

COMMENT
It's a great reopening stock, because it makes money from travel ads, but when stay-at-home stocks rally, GOOG gets dragged with them, largely because of ETFs.
BUY

CAD is fairly valued here. Loves the FANG stocks. Super highly cash generative businesses. Super high ROIC. Not really that expensive. FB and GOOG trade at 24-28x forward earnings, when the market's at 22x. No matter what your outlook on the CAD is, you could be buying these names.

BUY ON WEAKNESS
Closely tied to travel ads, and we're on the cusp of a travel bonanza. A buy for the reopening. He still likes all the FAANGs, despite current weakness in tech stocks.
BUY
Holds it in the US large cap portfolio. Lots to like. Growing at 3-4 times the rate of the average company in the S&P 500. More rapid growth for a premium to the market. Has benefit from being the premier search engine, and advertising model is very successful. Lots of R&D is reinvested and they have successfully monetized their services, like Youtube.
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