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 Dec 20/19, Up 30%) A bit of a step back during the pandemic. Only a blip. Next year, expect them to be back in the saddle. This year expect $52 EPS, next year $62. Trading at low-mid twenties multiple, but growth rate is exceptional. It's a buy here.
DON'T BUY
He does not own any FANG right now. The US tech space has been such a great sector of the market over the last few years. The looming threat is that anti-trust will take a big swing at large techs in the US. He prefers other smaller ones in the tech space. See his Top Picks today.
TOP PICK
Results are accelerating. Multiples are cheap for a fortress balance sheet, riding digital tailwinds, enormous amount of cash. Yes, risk of antitrust. Business is improving, so much optionality. One of the best businesses in the world at a reasonable valuation. No dividend. (Analysts’ price target is $1917.31)
PARTIAL BUY
The effect of lockdowns this winter on TRIP (Tripadvisor) If you believe vacations will decline, buy Alphabet instead, because a big slice of their ad revenue comes from travel. Buy a little.
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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 18.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is advancing nicely. We recommend putting in a stop at $1500 -- just above our initial recommended buy price.
TOP PICK
Still a good buy for the long-term. They have a great eco-system that provides value to customers. Google is still an important part of the e-commerce system. 50% of searches for products begin on Google. 1/3 are still on Google to compare prices. (Analysts’ price target is $1871.26)
PAST TOP PICK
(A Top Pick Aug 07/20, Up 9%) Still sticking with it, and will be his top pick today too.
PAST TOP PICK
(A Top Pick Nov 05/19, Up 26%) It is not an expensive stock. There is still secular growth. They have a strong franchise in search. He thinks their CAP-X spending will continue to drive them. Yahoo is bigger than Google, but Google just has a better product so he thinks antitrust is not an issue. He likes it here and would buy it here.
PAST TOP PICK
(A Top Pick Nov 13/19, Up 23%) One of the top beneficiaries of digital advertising. Also has so many revenue streams not linked to advertising. Doesn't seem to be impacted by the DoJ anti-trust announcement. Very decent margins. Price target of $1,760.
TOP PICK
Adding for new clients. Google generates 99% of its revenue, with 83% coming from online ads. Expects 2021 revenue to cross 170B dollars. Simple thesis: as global online usage continues to grow, so does digital ad spending. A great growth name, and rather stable. No dividend. (Analysts’ price target is $1764.81)
BUY ON WEAKNESS

Looking at technicals right now, the market has tried to break through and has failed a couple of times. It could be choppy through the election. We could be ready for a 5-7% pull-back over the next couple of weeks. Your entry point will be late October or early November. He would slightly prefer GOOG-Q.

TOP PICK
Adding to it at the $1500 level. Ad allocation will continue to grow, as will market share. Cloud business, only 6% of revenue, but last quarter grew 40% Y/Y. No dividend. (Analysts’ price target is $1763.46)
COMMENT
It's up 17% for the year, but usually its reports disappoint investors. He hopes Washington breaks up Google into standalone companies, because those pieces will be worth more than the whole.
BUY
Washington is calling for anti-trust laws to break up the mega-cap tech names. If Washington wants to break it up based on anti-trust concerns, then the sum of the parts would be worth more. Wall Street would pay more Google search, Google health, Google cloud, YouTube and the self-driving car division.
BUY
Where to put RESP money. He would be tempted to include GOOG-Q. Even if they get broken up, the smaller companies would do well.
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