NASDAQ:GOOG

Alphabet Inc (GOOG)

356.65
+22.97 (6.88%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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.

Alphabet Inc., the parent company of Google, is a significant player in the technology sector, particularly known for its advancements in artificial intelligence and cloud computing. Many experts praise its growth trajectory, especially in cloud services and AI-driven initiatives like Gemini, which has reportedly surpassed competitors. Despite experiencing negative cash flow for the first time in nearly two decades, the company continues to generate substantial revenue and beat earnings estimates. Concerns about valuation persist, with analysts expressing mixed feelings about its current price-to-earnings ratio, but they remain optimistic about Alphabet's long-term potential in AI and other sectors. Overall, Alphabet's diverse portfolio, including YouTube and Waymo, positions it well for future growth, notwithstanding regulatory challenges and competition in the AI space.

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Consensus
Buy
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Valuation
Fair Value
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BUY
Has a lot of potential and will probably earn in the mid-$40 a share up next year. Have over $100 a share of cash on the balance sheet.
COMMENT
Have a pile of cash on their balance sheet so why do they issue bonds when they could just use their cash? About half their cash is offshore and if they bring it back they are taxed. Also, the money they got was only 3.7%.
TOP PICK
Growing very rapidly. Has completely re-written the rules in terms of advertising and advertising models. Revenue growth 27% year over year. Looking for $36 a share in earnings this year and $43 next year. $100 a share in cash. If you strip out the cash you have a multiple of about 12X.
BUY
Still a reasonable price at around 15X next year’s earnings when you back out the $70 a share in cash. Decent quarter. Dominates the search business and is starting to generate revenues out of the other side of their business.
PAST TOP PICK
(A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash.
PAST TOP PICK
(Top Pick Nov 11/09, Up 6.33%)
TOP PICK
Reported earnings beat estimates by $1 a share. Expects to see earnings estimates going up for 2011. Getting $2.5 billion of annualized revenues out of the non-search display market.
COMMENT
New Century phenomena and the new dominant search engine. Has solid multiples of GDP growth for years to come. A little concerned with its one dimension. Expect they will make $25-$26 a share this year.
COMMENT
Fantastic franchise but they have to spread their tentacles of a lot more and get involved in a lot of different areas such as mobile data and smart phones. Will continue to have higher margins and they'll grow their business but the issue is they are much more under the scope of authorities.
PAST TOP PICK
(A Top Pick Apr 8/09. Up 51.34%.)
BUY
The new advertising model and is working extremely well. Expecting about $26.50 a share in earnings this year. Taking into account the cash (about $70 a share) it is pretty good value at this time.
STRONG BUY
Would continue to buy this. Stock has done remarkably well and has been a leader off the bottom. Big player in mobile data. Good ad revenues. Mobile search could have much higher growth than people expect. Not inexpensive, but this year will be one where people continue to pay for earnings growth.
PARTIAL SELL
(Market Call Minute.) Has had a fantastic run and near-term you might want to take some profits. Getting close to over bought.
BUY
Likes the name and the chart is phenomenal. Earnings keep moving up quite handily. There are other technology names he likes better.
TOP PICK
Largest search engine globally. Targeted advertising has become the model of advertising. $25 billion in revenues. Starting to monetize some of their other applications.
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