NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
1435 watching
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Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 93 opinions in the last 12 months.

Experts have shown a varied but generally positive outlook for Alphabet Inc. (GOOG), emphasizing its advancements in AI, particularly with its Gemini platform, which they believe has positioned the company favorably in the tech landscape. Despite a recent negative cash flow and some concerns regarding valuation, many analysts note the impressive earnings and revenue beats, highlighting robust growth in the cloud and ad sectors. The consensus leans toward a belief that GOOG will remain a key player in both AI and digital advertising, with significant potential for future value creation. Regulatory scrutiny and market competition are acknowledged as risks, yet many maintain that GOOG's extensive user base and diversified business model provide it with a strong moat. Overall, analysts recommend holding the stock, with some advocating for patience and waiting for a potential pullback to maximize investment returns.

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Consensus
Buy
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Valuation
Fair Value
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AMZN,AMZN
HOLD
He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on.
BUY
Held support a couple of times last year. Wouldn't mind adding exposure here. Next support level is around $880. Longer term uptrend is intact. Longer term, info tech is an area he likes. Info tech should be one of the outperformers in the next 4-year cycle. It's been on sale the last 3 months.
BUY
It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
BUY
Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
PAST TOP PICK
(A Top Pick Nov 06/17, Up 1%) Tech is over-owned and we'll see continued selling pressure, but he worries less about Google (and MSFT), because it's supported by earnings and growth, driven by the Cloud. Google is still a great story.
TOP PICK
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
PAST TOP PICK
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
TOP PICK
This is a buy and hold. They are a market disrupter. They are a global presence. They have had 33 straight quarters of 20% growth. The forward P/E is 24X which is very reasonable. Yield = 0% (Analysts’ price target is $1349.36)
PAST TOP PICK
(A Top Pick Aug 29/18, Down 13%) It is cheap for such a good quality company – trading at only 20 times earnings. They hold $107 billion in cash. Yield 0%
PAST TOP PICK

(A Top Pick Aug 29/17, Up 17%) A wild ride with these FANG stocks this year. Sometimes they trade on momentum, but eventually value shines through. Google had 35 straight quarters of 20%+ revenue growth at 20x earnings--name another company like that. Hopefully they clean up their office politics. Their investments in self-driving could be huge as well as the connected home. Their Google search and YouTube are crushing it.

BUY

He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

TOP PICK

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)

PAST TOP PICK

(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

TOP PICK

He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)

BUY ON WEAKNESS

He sees it getting higher. It is going to be the next graduate to the $1 trillion dollar club. They have leading market share and global market share. They are very healthy. They have platforms like YouTube and Android that transcend generations. The world is enamored with capturing and analyzing all the data. Pick it up when it gets down to the 200 day moving average.

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