NASDAQ:GOOG

Alphabet Inc (GOOG)

350.67
-4.36 (1.23%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Buy
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Valuation
Fair Value
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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.
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.

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