NASDAQ:GOOG

Alphabet Inc (GOOG)

355.03
-1.21 (0.34%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
1434 watching
0
Investor Insights
star iconJul 12, 2026, 12:00 am

This summary was created by AI, based on 96 opinions in the last 12 months.

Alphabet Inc. (GOOG) has made significant strides in its cloud business, which is rapidly growing and contributing to overall revenue. Experts praise the advancements of Gemini, its AI model, for enhancing its search capabilities and increasing monetization across platforms like YouTube and its ad services. Despite concerns about regulatory scrutiny and valuation, analysts note that the overall business maintains a strong financial position with a low cost of capital and substantial cash flow. Many emphasize the potential for growth through AI and other technological advancements, asserting that the company can sustain its competitive edge in the evolving tech landscape. The sentiment surrounding GOOG is generally positive, with expectations of continued strong performance, although some analysts suggest waiting for a price pullback before increasing positions.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
AMZN,AMZN
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.
WEAK BUY
Would not surprise him if it was overvalued, but it is such an amazing company. It might become a good play.
COMMENT
This one has traded up a lot and is back up to a 20 plus multiple. Made a huge move basically on the idea that media advertising is coming back. Too expensive for him but has some nice momentum now.
DON'T BUY
Growth rate may be a little bit illogical in order to justify current prices. For years and years they justified the expectations and prices as the economy was expanding. Have done a wonderful job but there is far more competition now. (See Top Picks.)
COMMENT
In a great position because of its search business. The new phone will not be a big money maker for them for some time.
BUY ON WEAKNESS
It will probably pull back a little bit. They have proven they are the leader in their space.
TOP PICK
Growth rate has slowed from its early days but they are still at the forefront of a secular change in terms of communication and advertising. Smart management. Still growing at 20%. An 18X earnings is a great price.
Showing 1,006 to 1,020 of 1,076 entries