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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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.
BUY
You have to stomach a lot of volatility to buy this stock. Many aspects of the business are growing very rapidly, so it can compete on lots of lines. This is one of the top tech stocks around. It will be very volatile, so you should only but on a longer term time horizon. From a multiple point of view, it is incredibly expensive.
BUY
Of any of the internet companies this one looks extremely attractive. The shares are holding extremely well against a relatively weak market over the last 8/10 days. Have a great growth rate.
DON'T BUY
Not earning enough to justify its price. Too expensive. Have a very bright future. Looking to set up partnerships with some large US cities to set up a phone network down the road.
DON'T BUY
Management team has done an extraordinary job. Possibility of cash flow and growth is there. It is an $80 billion market cap company which he is not sure is justified. The easy part is done and now they are banging up against the competition. Getting more market share of the internet advertising pie is going to become increasingly challenging.
DON'T BUY
A great company and they're getting more and more revenue. However looks too expensive at 92 X next year's earnings.
DON'T BUY
Present value of free cash flows valuation makes it expensive.
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