NASDAQ:GOOG

Alphabet Inc (GOOG)

350.67
-4.36 (1.23%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
1434 watching
0
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-Q) remains a leading player in the tech industry, with particular strengths in cloud computing and artificial intelligence, notably through its Gemini platform. Experts largely agree that while there were concerns about the potential impact of AI on its core search business, Google's innovative integration of AI has actually strengthened its position. The company's performance has been impressive, consistently beating earnings estimates, reflecting strong growth across its various divisions, including YouTube and Waymo. Analysts note that despite the stock's substantial rise, the valuation remains somewhat mixed, with some indicating it is fairly priced given future growth prospects. Overall, there is optimism surrounding its capabilities in AI and cloud services, though regulatory risks are acknowledged.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
Amazn,AMZN
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.
TOP PICK
Got hit on the advertising side. But they always have a card in their pocket, like YouTube. Huge R&D budget that will create revenue producers in the future. No dividend. (Analysts’ price target is $1730.48)
TOP PICK
Uncharacteristically missed revenue last quarter. Cloud business continues to grow. Still benefits from digital advertising. One of the cheaper stocks in this area at 19x. Will continue to do well. No dividend. (Analysts’ price target is $1720.48)
TOP PICK
Bought more last month after Google announced results. Google has lagged the FANGs actually in the past year. Their revenues were flat YOY, which is the first time they haven't increased; the reason was COVID. But online search and advertising has a lot of room to grow, so Google will recover. Also, Google is now giving more disclosure about its YouTube and cloud businesses. The valuation has risen in the past year, but still reasonable. They have a lot of cash to fund growth. (Analysts’ price target is $1720.48)
PAST TOP PICK
(A Top Pick Mar 20/20, Up 41%) A very diversified company with many different products and divisions that customers love. Regulation is a risk, but consumers will continue to use these products.
TOP PICK
It has underperformed recently, especially with the lack of revenue from airline advertisement. They have over a billion customers. An ecosystem stock that increases consumer stickiness. The premium is worth paying, especially with a 20% growth expectation. (Analysts’ price target is $1720.48)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly The recent pullback in GOOG share prices from highs near $1600, makes this a good entry point. Analysts at JPM Securties, Bank of America, Canaccord, Guggenheim, Royal Bank and Barclays have all upgraded their view on the company this past week to about $1750 -- upside of over 16%. Analysts see their cloud development businesses continuing to grow along with AI and home automation services for years to come. Yield 0%

HOLD

Online advertising is a continuing trend. She's chosen Alphabet instead of FB, which has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

PAST TOP PICK
(A Top Pick Jul 22/19, Up 34%) His price target is $1550. The third largest holding in his portfolio. He will begin to take it off it if goes above his price target, but he wouldn't sell all of it. 82% of their revenue comes from advertising. He continues to like it as they are the third largest provider of cloud services, along with devices/cell phones and autonomous driving. Still a buy and hold for everyone's portfolio.
BUY
A core holding he still likes. They dominate internet search. They could float YouTube itself for a huge amount. Yes, Google has done well, but he will hold this for a long, long time unless something dramatic happens.
Showing 526 to 540 of 1,077 entries