Opinions Dan Rohinton
Alphabet Inc Class AGOOGLTOP PICKNov 09, 2026
Dan RohintonOwned
$288.15
Stock price when the opinion was issued
$287.38
As of Nov 10, 2026. Market Open.
Technology
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DON'T BUY
It's one of the five biggest spenders in capex on data centres. They reported misses top and bottom for the first time since late 2022. Google Search (50% of revenues) missed, and growth slowed from 17% to 12%, huge. The street fears AI will eat into their core ad business. He fears there's no solution to this problem--and Alphabet didn't notice it themselves. Google Cloud was the only bright spot, but to maintain growth they have to keep spending--it will raise capex spending in 2027. Free cash flow was negative. GOOGL shares were hammered yesterday, -12.6%.
Technology
It has been weak recently because of investor concern over its search component and there is truth to that. Answers start with an AI summary which hurts advertisers but Google will monetize that. Also queries are growing very quickly and the Google search engine attracts more people because it gives people a richer experience. The search transition is worse for other companies and the open Internet. The huge cloud business is growing at 100% a year. It is back in the AI model race. Buy 63 Hold 9 Sell 0
(Analysts’ price target is $392.02)