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NASDAQ:GOOG

Alphabet Inc (GOOG)

362.10
-9.00 (2.43%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
1433 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 96 opinions in the last 12 months.

Alphabet Inc. (GOOG) has emerged as a powerful player in the AI market, particularly with its Gemini platform, which is seen as a serious competitor to ChatGPT. The company's cloud business reported a remarkable 63% year-over-year revenue growth, indicating robust performance despite fears around the decline in its search advertising market share. Many experts emphasize the strength and resilience of Google's diverse ecosystem, including YouTube and Waymo, which hold substantial growth potential. While there are concerns regarding market valuations and regulatory scrutiny, the consensus is that Google is well-positioned to leverage its advantages in data and technology to maintain and expand its revenue streams across various sectors. Overall, the mixed perspectives on valuation reflect both optimism and caution regarding future gains.

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Consensus
Buy
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Valuation
Fair Value
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AMZN
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.
BUY
Likes it very much. Advertising revenue has been affected by Covid, but should bounce back quite smartly. Reasonable multiple. Next year, could earn $62 per share. Growing 20-25% a year. Lots of arrows in the quiver that aren't monetized yet, such as self-driving cars and AI.
BUY
Loves it. Trims when it gets too big in the portfolio. Long way to run. Under attack from politicians. Regulations will be somewhat punitive, but Google can deal with this. Exceptionally strong balance sheet. Investing vast sums in healthcare. Visionary CEO. Attractive long-term investment.
BUY ON WEAKNESS
Facing anti-trust scrutiny from Washington, so it's tricky to figure where to enter during the current tech sell-off. It's up only 5% YTD but it's a good company. It's trading at 31.8x this year's earnings. Has a lot of cash and boasts terrific growth. If it keeps falling, buy it.
BUY ON WEAKNESS
He targets $1,770. The stock has always been in his top 5. Buy it around $1,300 or even now but only partially. 80% of revenues come from ads, their cash cow. Uncertain over the length of the current tech meltdown.
PAST TOP PICK
(A Top Pick Sep 05/19, Up 21%) It's not an expensive stock and has a moat around itself. About half of all advertizing today is digital. Google owns 30% of all digital advertizing in the US. They continue to execute very well. They continue to grow. They are 70% of all search.
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