NASDAQ:GOOG

Alphabet Inc (GOOG)

344.41
+0.73 (0.21%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1436 watching
0
HOLD
A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.
TOP PICK

Buy on pullbacks. His model price is $861. Everyone is talking about anti-trusts, but anti-trusts take decades to process (IBM, Microsoft, AT&T). He'd like to see this at $1,000 to buy, but the current price is off its $1,300 highs. (Analysts’ price target is $1325.44)

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.
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