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) is recognized as a leading player in the tech industry, especially in the realms of cloud computing and artificial intelligence (AI). Experts highlight the company's strong financial performance, with significant revenue growth, particularly in its cloud segment, which has seen an impressive year-over-year increase. The introduction of its Gemini AI models has further bolstered Google's search capabilities, easing prior concerns about AI overshadowing its core business. Despite muted trading metrics and high valuations, many analysts remain bullish about GOOG's long-term prospects, citing its unparalleled data, cash flow strength, and diverse revenue streams including YouTube and Waymo. The general sentiment leans towards a wait-and-see approach, considering potential market corrections before making further investments.

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Consensus
Hold
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Valuation
Fair Value
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AMZN,AMZN
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)
PAST TOP PICK
(A Top Pick Sep 05/18, Down 0.4%) They were the leaders in 17/18. They are not as on fire now. They have to get the momentum back and then they will grow. The techs can still grow.
COMMENT

He buys and sells Tesla. A good trading stock. He treats it as an opportunistic holding. He has no idea right now where it may be going right now. When it comes to autonomous cars, he would prefer buying into Google.

COMMENT

Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.

PAST TOP PICK
(A Top Pick Aug 21/18, Down 3%) It is part of his fund and has been flat for some time. On the back of government action that we are seeing from the tech world, Google looks fantastic. It is very interesting again. They are a leader in autonomous driving.
BUY
It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.
DON'T BUY
Too much regulatory risk here, because they hold such a huge share of internet share, which would attract anti-trust regulation. He'll wait for any anti-trust investigation to finish first. He'll wait.
WEAK BUY
The best performing FAANG stock in the last quarter. Data accumulation is their bread and butter and this drives ad revenue. Among the 5 stocks, this has the most upside potential. When the market falls, FAANG stocks fall more.
TOP PICK
His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)
PAST TOP PICK
(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.
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