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

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.

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)
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