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.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
AMZN,AMZN
WAIT
He had trimmed his position a bit. They are almost the utility of the Internet. The long term trends are still very much in place. He likes it as a long term investment. Take a pause and see if we get a market correction and then pick some up.
DON'T BUY
The chart is going up with periods of volatility. It could return to the $1,400 trend line. Don't enter it now. Could be frothy. Wait for earnings.
BUY
Google is still expanding their tech into our daily lives, globally. They have a great growth runway ahead.
BUY ON WEAKNESS
It's had a good run in the past year and likes it. Now, she's waiting for a pullback before adding more. Earnings season is coming, so let's see the results.
STRONG BUY
A super company, a benchmark. It's the dominant search engine. He hopes they will focus more on profits, share buybacks and introduce a dividend. They grow at double-digits relentless. He'll continue to buy even given its remarkable run. He doesn't know how the US government will break up these tech giants.
PAST TOP PICK

(A Top Pick Jan 18/19, Up 30%) Bought it when the market was too cautious. So many reasons to like this: ongoing revenues from Google search; value creation with Maps and Waymo; ad growth; free cash flow is returning. He see 70% EPS growth at 22x PE. This is better than even MSFT.

BUY
It is a very strong business and how could someone disrupt it. Self driving cars will be driven by self-driving adverting data.
TOP PICK
They have truly professional management that grows revenues at 18-20% annual. They are spending $20 billion on research. At 20 times earnings this is a very good long term holding as their projects begin to pay off. Yield 0% (Analysts’ price target is $1453.53)
TOP PICK
Their earnings are growing at 17-18% and the stock price goes up the same amount, there is no bubble or inflation occurring there. (Analysts’ price target is $1453.53)
COMMENT

She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.

COMMENT

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

DON'T BUY
The stock has risen to a critical technical level, a few bucks away from a major peak. A great company, but the ROE and growth rate are merely okay. GOOG tends to reach a limit then suffer a setback. It needs to break through. It's interesting that the founders just stepped down, but doesn't know what the subtext is.
DON'T BUY
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
PAST TOP PICK
(A Top Pick Nov 18/18, Up 24%) Superhighways of the information age. Thinks the stock will continue to motor on forward. Antitrust for this and a lot of these companies is the key issue in the short term but thinks its priced in. People are still posting their kids on Facebook. The privacy issue seems to be an issue with the regulators but not with the users.
BUY
One of the FANG stocks in his portfolio. Likes it. Digital advertising is a secular growth story. Broken out to new highs. Volatility, but onwards and upwards.
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