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NASDAQ:GOOG

Alphabet Inc (GOOG)

364.35
-6.75 (1.82%)
as of Jun 17, 2026, 5:59:53 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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COMMENT

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

TOP PICK
They printed 70% sales growth rate. Worst in 12 quarters. People that are selling are missing the opportunity. Ongoing ways to monetize on search. Growth on cloud business. Modeling 20% growth on a P/E of 21 2020. Very much maybe going to change our lives. (Analysts’ price target is $1336.17)
TOP PICK
Big data alone will represent 30% of all data stored in data centers and Google is the leader here. Decently price with a PEG ratio of 1.61. They have great non-advertising revenues streams. A gem. 5.5% position in their portfolio. (Analysts’ price target is $1368.82)
PAST TOP PICK
(A Top Pick Apr 16/18, Up 15%) No dividend. It's all about online advertising which is a secular growth area with room to grow. They are the leading search engine. Also, they'll earn through YouTube, Waymo and a new online gaming platform to be streamed off the cloud. trades at 25X forward earnings. Has $10/share in cash, so good cash flow. They've been growing their topline for 36 straight quarters at 20%. Future possible regulation is its greatest risk, though.
BUY
It bottomed with the market in December and has since seen higher highs and lows. Will test $1,300 and will break out to new all-time highs. A winner.
TOP PICK
In this new economy we have never seen companies like this and FB-Q. Little cost base and it all flows through to the bottom line. The growth is going to be very good for some time with assets like YouTube and so on. (Analysts’ price target is $1348.57)
PAST TOP PICK
(A Top Pick Aug 29/18, Down 3%) A core holding for him. Doesn't trade it around much. One of the best companies for a secular trend of digital advertising. Also has a lot of non-advertising revenue streams. Price target is $1350. PEG ratio of 1.6. Not that expensive.
BUY
He's long owned this. One of the world's best companies, but the only worry is their massive size. What can they do now to move the needle? Meanwhile, they're printing money through Google search. He sees 15-20% growth in the next few years, though they will have to innovate down the line.
BUY
They were quite overbought last year. But Google does this throughout its history: sideways-up-sidways-up. This is a great long-term, 10-year buy-and-hold stock.
BUY
Volatile like all tech stocks, but he's not afraid of them. You could do a lot worse than buying Google. Looks like it's headed back to its top.
PAST TOP PICK
(A Top Pick Mar 19/18, Up 6%) It's getting a lot of heat now over a big fine by the EU with anti-trust concerns. The underlying numbers continue to be phenomenal. They put out numbers about their cloud financial at $4 billion, and cloud is an oligopoly with Microsoft and Amazon. The cloud story is big and they're doing well. Google is not just about search. 15 quarters of 20% revenue growth, driven by cloud.
WATCH
We will likely see some near term weakness around $150. We are seeing higher highs and lower lows. The key is getting above $1150, and then we look to the highs on charts around $1300.
TOP PICK
It continues to garner a large percentage of online advertising spending. Newer driver-less car technology and YouTube offer good prospects. They have over 36 consecutive quarters of 20% organic growth. They can fund their growth through internal cash flow. Yield 0%. (Analysts’ price target is $1334.78)
BUY
There are many, many unmonetized opportunities within Google. They just reported 23% growth of revenues, trading at 20x earnings. The market was concerned about operating margins falling short because of R&D. To him, this is not a negative, because GOOGL spends huge amounts on R&D that will pay off in the future. Look at YouTube, which took time to become a moneymaking machine for Google. Don't be impatient.
PAST TOP PICK
(A Top Pick Apr 02/18, Up 12%) Loves it. Has had 36 or 37 quarters of 20%+ growth that nobody has achieved. Buy it--it's cheap. Their operating margin is down YOY, not because of lower sales, but because they are investing in the future like buying property and hiring smart staff.
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