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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AMZN,AMZN
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.
PAST TOP PICK
(A Top Pick Mar 11/20, Up 70%) Thought it was trading lower than it ought to be. Has a wide range of activities and is an essential company for our way of life. Earnings are up 23% yoy, advertising is recovering very well. It is pricier than when recommended, at 22x 2023 earnings. Still has good EPS growth. On a price-to-growth, it is still a name you want to own on weakness. Continues to buy at these prices.
PAST TOP PICK
(A Top Pick Mar 20/20, Up 92%) Still likes it very much. Still lots of value in the FANG stocks. Back to pre-pandemic levels. Regulation is the big concern. Isolating the various pieces like YouTube and Waymo could result in even greater value.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. Has many overlooked businesses: healthcare, mobility, entertainment. They've barely monetized many businesses, so there's potential. Meanwhile, they're #3 in cloud computing. It's also a reopening play; travel advertising will return to Google.
TOP PICK
This is firing on all cylinders. It put up a great recent quarter. Digital ads are coming back as will travel online advertising which will help cash flows. YouTube is picking up subs for its premium channel. Their Waymo division looks promising this year after sidelined in 2020. Google cloud is growing rapidly. Boasts many pockets of growth and is reasonably valued for a tech stock. For investors who don't need dividends, but seek growth. (Analysts’ price target is $2388.16)
WAIT
Owns it for the online advertising aspect. Waiting for a pullback to put new money in it. It will continue to grow with online advertisement growth. They have diverse cash generating operations. Will add new money when there is a 10% pullback.
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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 39.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GOOG, continues to do well. We recommend trailing up the stop (from $1500) to $1800. This would all but guarantee a minimum investment return of 20%.
BUY

Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.

SELL
He recently put it on a sell list at an extreme peak of a 10 year channel. It has been rolling over and he would wait for a MUCH better time to buy this stock. There is a slim possibility of it rallying back up to the channel and breaking out but this is a slim possibility. The FANG stocks have not been breaking out to new highs recently as the market has been. He sees a shift in the leadership.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
The stock rose only 32% in 2020, making it an off year for Google (aka Alphabet).
PAST TOP PICK
(A Top Pick Oct 30/20, Up 8%) Still a lot of growth ahead. Continues to like it. The leader in AI research in the world, especially with predicting how proteins will behave, and will accelerate development in healthcare. Google is extremely well penetrated, so he's not worried about the competition.
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