NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
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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 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.
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.
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