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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AMZN,AMZN
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.
BUY

GOOG vs. AAPL Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.

TOP PICK
Stick with things that are working for the long term. He can't say enough good things about its subsidiary, DeepMind, which is the closest thing to generalized AI. Regulatory risk is a serious overhang that will take years to play out. If the units were to be separated, stock would be seriously rerated. No dividend. (Analysts’ price target is $1933.59)
BUY
He owns for its unique position in online search and in its various investments which will come to fruition in coming years. They can grow their topline by 15-20% for several years. He expects a double-digit annualized return in coming years. Super cash flow. Not too late to step in. A core holding of his.
PAST TOP PICK
(A Top Pick Dec 16/19, Up 25%) This is a bit of a surprise. It was their worst year ever in terms of revenue. It was attractively priced when he chose it. The tech sector has been a big winner this year. They were expected to benefit from what was going on. Sentiment moved the share price in the short term. Revenue and earnings decelerated but sentiment in the sector was up.
BUY ON WEAKNESS

Two ways to look at antitrust actions. One is to panic. The other is to understand the reason for the attention is the strong moat and monopoly. These are positives. Don't worry too much. They lead the market. Use pullbacks as opportunities to buy. He owns MSFT and FB instead.

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