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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SELL
Has had a huge move. The brand name has been carrying it but in the end, he is not sure how long they can dominate the sector.
WAIT
His recent concern is that it made a peak earlier in the year and the chart is now developing a wedge. His sense is that, because he is bearish on the market, he can see a pull back to the $325 area where it would be a Buy.
DON'T BUY
The total value is more than half of Microsoft (MSFT-Q), so to get a 15% return, it would need to be bigger than Microsoft over the next 5 years.
BUY
Has a fairly strong momentum. It is the leader now in sponsored advertising. The issue is, can this company maintain its growth over several years.
TOP PICK
A classic example of a next-generation winner where the numbers are still wrong. Last quarter showed a very heavy upside. The caveat is the funny ownership structure and they don't like talking much as he would like.
HOLD
Wouldn't buy more at this price.
TRADE
Growth will be slowing in Google, it's seen it's best for a while. He would buy at $200.
DON'T BUY
Its multiples are too huge for him. He likes to buy stocks with very low multiples before people recognise the quality and the growth of the company.
DON'T BUY
Changing the nature and the face of entertainment. The stock is too expensive and you have to be careful of what you pay for these things.
DON'T BUY
When you come at this stock from a technologist value oriented perspective, you'll fall off the cliff before you ever get to buy it. Difficult to value it. One of the things it is going to run into is that when you are coming off a small revenue base and moving into a large revenue base, it is difficult to grow.
BUY ON WEAKNESS
The big issue with Yahoo and Google is advertising rates and how much advertising are they going to increase their growth over time compare to how much they are going to take away from print advertising. A little expensive given the current tech sell off. Try to buy lower.
DON'T BUY
To him, this is a crazy buy. It is better to watch from the sidelines. He has been wrong on this. The larger the company is, the more difficult it is for it to grow.
COMMENT
Q: Is this a good short and when should he cover? A: An extremely expensive stock and he would be scared to short it. They are doing extremely well. Their earnings and sales are rising.
DON'T BUY
His model price is $117. It has been moving up under the stock price as the earning estimates move up.
WEAK BUY
Potentially the company might earn $8 next year which is a multiple of 50 X next year's earnings. This makes it one of the most expensive stocks in the market, but it's growing at a prodigious rate. If you own, you have to believe that $8 ie wrong and it's going to be more like $9/10 and hope it will be $11/12 by NOv/06.
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