NASDAQ:GOOG

Alphabet Inc (GOOG)

355.03
-1.21 (0.34%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
1434 watching
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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.

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Consensus
Buy
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Valuation
Fair Value
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AMZN,AMZN
BUY
Trading at only 16-17X earnings.
BUY
(Market Call Minute.) Commanding the market share in terms of search. They will continue to monetize this. Their products are “top of breed”.
BUY
An absolute cash flow dynamo. A cost efficient mechanism for advertisers. Pretty good buy. (Conflict of interest statement. His son is a software engineer with them.)
BUY
Very strong seasonal characteristics. Tends to move higher from October until around the end of December. There was a MACD Buy signal on Friday.
COMMENT
This is a stock that has always been too rich for his blood. If you are not a value investor and want to buy good growth, this is obviously the one to be looking at. A powerhouse that is not likely to be overtaken. The slowdown in the economy has affected advertising.
DON'T BUY
He looks for businesses with positive change taking place that could ultimately point you to getting a multiple expansion. Need earnings estimates that are rising steadily. This one has had a number of lower estimate revisions in the last year.
TOP PICK
Feels it is going to be the silent winner of the smart phone wars. As Rim (RIM-T) and Apple (AAPL-Q) battle it out and get more smart phones out to the consumers it will increase web usage. Trading at about 22X next year's earnings.
SELL
(Market Call Minute.) His model price is $240.
TOP PICK
High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%.
COMMENT
This will be a very hard one to call going forward. Has a lot of competition coming from different areas. Trading at close to 45 X current earnings and 34 X forward.
DON'T BUY
Great franchise, but too expensive for him.
DON'T BUY
Too expensive
DON'T BUY
Building a series of triangles. As a group, he thinks they are getting tired. Long-term trend line was violated.
COMMENT
Have an elephant sized balance sheet. Fortified their balance sheet and are in the acquiring position.
WAIT
Likes as a long-term play. Broke out quite heavily above its recent consolidation period, which could indicate a new trend beginning. He sees a near-term resistance of about $480. Earnings are coming out on the 19th, so would stay away until after that time.
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