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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
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.
TOP PICK
One of the best positioned companies in digital advertising. They also have cloud and gaming. They already have totally autonomous taxis used by company employees in Phoenix. They started the process back in 2009. Sometime this segment will be spun off and will give tremendous value to the company. Yield 0% (Analysts’ price target is $1443.27)
TOP PICK
Trades at 19x earnings. They recently enjoyed 22% topline organic revenue growth and stable margins, but they missed the bottom line because they invested a lot of money. They still have a lot of room to grow in online advertising. They have spent $69 billion in the last 5 years in capex and $74 billion in R&D to build a strong moat. The risk is that all these businesses face regulatory risk in the US, but realistically cam the government shut down these massive businesses? (Analysts’ price target is $1456.50)
BUY
There are regulatory headwinds. Their earnings missed. Their top line growth was excellent even though it wasn't to market expectation. He believes they will go even higher. There is big opportunity in the long term.
BUY
Antitrust? It hit all time highs a few days ago before earnings were released. They built in some provisions to protect against adverse regulatory outcomes and that was a drag on earnings, so the share price fell after the announcement. The antitrust issues have heated up again, but if they get fined they have over $100 per share in cash to pay fines. At the end of the day, he thinks they will argue that they give away their services for free so how are consumers being financially harmed? A good entry price right here.
BUY

Anti-trust is the biggest risk for Google. After 2 years of controversy, they are close to being approved for the Toronto waterfront initiative. The spectre of anti-trust began with Facebook. How much are these players controlling data? The government has broken up telcos, oil, etc so there might be movement in the future.

PAST TOP PICK
(A Top Pick Oct 10/18, Up 10%) Pays no dividend, so it's all price appreciation. The whole sector has struggled. It's the leading search engine, with 40% of all online advertising going to Google. They have a strong balance sheet. They have $167/share in cash, which means they're trading at 18x forward earnings. They're growing their topline by 20%. Waymo will launch, Youtube is strong, and their cloud division is growing. You can buy it now.
HOLD
A quick gain in 6 months? He is not a speculative trader -- he buys to own it 5-10 years. He thinks it is a great company and keeps selling more and more advertisements. It also has a host of lottery tickets that may pay off -- autonomous driving as an example. He calls it a must own.
TOP PICK
His favorite company in the world. They continue to grow revenues at 20% per year under 9 different products. Two products have over two billion users each (Android and YouTube). Maps remains one of the most under-monetized assets, giving lots of upside growth yet to come. Yield 0% (Analysts’ price target is $1402.31)
COMMENT

Sell Google, and buy IBM? Yes, Google has been languishing, but IBM has languished more. Also, Google has a better moat than IBM. Google is well-entrenched in the internet more than IBM. Instead, consider Amazon or especially Microsoft, or just hold onto Google.

PAST TOP PICK

(A Top Pick Aug 27/18, Down 3%) Got hammered. They and Facebook own online advertising, and they have control over mass data. They'll survive. Great cash generation, reasonable valuation, continued 20%+ growth.

HOLD
He is a big fan and likes their business model -- especially how it generates such great cash flow. There is a ton of runway ahead of them and he believes they will continue to grow. The one thing you have to be careful with is the issues around privacy. The fire is that they are so broad and may run the risk of having to be broken up. Until that day comes, he sees great things. The multiple is reasonable, but understand that if the market falls, it will fall too. (Analysts’ price target is $1376.00)
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