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NASDAQ:GOOG

Alphabet Inc (GOOG)

339.10
-4.24 (1.23%)
as of Aug 26, 2026, 8:00:00 pm Market Open.
1436 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 89 opinions in the last 12 months.

Alphabet Inc. (GOOG-Q) has garnered a predominantly positive outlook from various experts, highlighting its strong financial performance, especially in cloud services and AI innovations like Gemini. The company has seen impressive revenue growth, averaging 26% per year over the past decade, and boasts an attractive entry point with a forward PE ratio around 22-27x. There is a consensus on the company's robust business model, with successful integration of AI into its search functions, which many had previously feared might be jeopardized. However, concerns about capital expenditure and recent earnings reports indicating negative cash flow have sparked discussions on potential stock price volatility and the necessity to wait for a pullback before initiating new positions. Overall, experts maintain that GOOG is well-positioned for growth despite facing headwinds in the AI race and regulatory scrutiny, making it a strong long-term investment choice.

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Consensus
Buy
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Valuation
Fair Value
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AMZN
HOLD
Anti-trust concerns? This is in his Top 5 companies. It has ad revenues, YouTube, and autonomous driving opportunities. If the company was broken up into the three units, it would not be that big of a disruption. They made $175 billion from ad revenues last year. He thinks the anti-trust issues will lead to greater regulation, but not force them to break it up.
TOP PICK
The pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)
PARTIAL SELL
Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.
BUY
He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.
HOLD
You need to be in it for the long term. He would be holding it right now. You see all the advertisements on Google. Their cloud platform is not as strong as the other two, however. They have exposure to self driving cars and some healthcare exposure.
COMMENT
Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.
PARTIAL SELL
If you own it, definitely take money off. The US has a way of breaking up anything that has more power than the government. After the .com bubble burst, that was the time to find the Googles of the world.
TOP PICK
He likes the massive research spending. They are very secretive on what they spend money on, but we have heard of other bets. They are in very diverse areas. It is not expensive. He is looking at $54 in growth this year. They are growing near 20% per year. (Analysts’ price target is $1333.74)
WAIT
It is a fine company. It is on his watch list. He does not own it because of his concern with regulatory issues. They have so much share of search that it attracts the attention of regulators. He anticipates the separation of YouTube from Google Search and that would not be good. Wait for some clarity from regulators.
BUY
GOOG vs. BABA He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.
TOP PICK
It is a great growth stock that can outperform the index over the next 5 years. They are taking a lot of their cash flow and investing on new things. He thinks they could pay a dividend. (Analysts’ price target is $1335.46)
COMMENT
Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors.
BUY
70% of their business is search, but maps are another good revenue source. He thinks that Google should break out and isn't appreciated as a comglomerate, as the sum of its parts. YouTube isn't discussed enough yet has exciting potential. Google needs to tell its story better, beyond the search and phone.
WATCH
We saw a breaking of the trend line. The risk is a lot of what is happening in Europe. It is a great, well run company, but now it has reached far too high. This is not a good time to get into it. Wait for the $1000 level.
BUY ON WEAKNESS
Is it too late? He would add to it on dips. We are getting into the law of big numbers where it is difficult to keep growing at the same rate. They also got hit with some big fines. Buy part of your position on weakness and see what happens.
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