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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
0
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 Apr 17/19, Up 9%) Always a Top Pick for him. Even during these uncertain times there Q1 performance is still great. His target is $1555. They just reported search activity is up hugely and they have massive increase in cloud services (up over 50%). Ad revenues are down a bit, but will great again when things get turned back on. He would buy on weakness down at $1200 and then $1100.
BUY ON WEAKNESS
He follows it. Has never owned this. They have a wide moat, dominating live internet searches. Q1 results are benign (and Google has weathered this storm), but the next two quarters may be disappointing because advertising will decline. If you own this, hold on. If not, but when Q2 and Q3 results come out; Google stocks should decline then.
BUY
He likes it and started buying it. How is advertising to impact Google? They say very little. He expects revenue growth this quarter. He looks to see them improving their capital allocation.
COMMENT

He does not own FB. He prefers GOOG, which has a stronger financial position and has a better advertising revenue model. Online advertising cuts will impact both of these companies, however. He thinks GOOG will remain profitable going forward.

PAST TOP PICK
(A Top Pick May 02/19, Up 7%) He liked it when it was depressed following the regulatory resistance it was facing. It trades at 20 times 2021 earnings. It will get through this crisis and their growth will accelerate afterwards. You could still continue to buy.
WATCH
The shorter term risk is the on-line advertising market which will get hit with the economic slowdown. He thinks it is a great story longer term.
WATCH

He's moved to the sidelines on Google, because ads are their primary revenues. In every recession, ad revenues fall hard. He owns Amazon, which already earns ad revenues. It's early to get exposure to advertising, because ad budgets may get cut in the near term. But if this is a short recession that'll end in the summer, then the market may be looking past the recession already.

COMMENT

GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

COMMENT

Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

PAST TOP PICK
(A Top Pick Sep 27/19, Down 9%) Still a Top Pick for him. He likes these types of networks that keeps consumers in their "eco-system". It is another way to play AI as well.
BUY

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

TOP PICK
With all the uncertainty in the market, he is a little concerned that advertising revenues may fall for the next while. That said, it is a major driver still in online advertising. Regulatory risk seems to have gone out the window near term. It is hard to punish them right now with all the utility they are bringing to consumers at the moment. Yield 0% (Analysts’ price target is $1570.18)
PAST TOP PICK

(A Top Pick May 23/19, Up 9%) He still loves the company and uses their tools everyday. They will be hit as advertisement hits will likely slow -- think travel ads. You could buy on a dip here.

TOP PICK
Use market dislocations to buy the world's best companies. Good growth rate. Global goliath, not going away. No dividend. (Analysts’ price target is $1623.64)
COMMENT
Higher valuation name with a significant run. In a decline, you buy a portion. Weight for a high valuation stock is typically 1%. Trim back if it gets to 3-4%.
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