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BUY
Alphabet Inc

Is neither cheap nor expensive, given its amazing balance sheet and wide variety of businesses. Also, it dominates internet search. That chart since early 2022 is a big cup and a more recent small handle. If the share price breaks, it could move $45 higher.

Technology
HOLD
Alphabet Inc

Margins on GOOG and MSFT cloud offerings are double digit. Very profitable, generating a lot of cashflow.

Technology
COMMENT
Alphabet Inc

Simple: they need to get their cloud platform back on track. Any growth here will push shares up. Also, would be nice if GOOG quantified their NFL advertising and how it could expand sports on YouTube.

Technology
TOP PICK
Alphabet Inc

Leader in Search and digital ads, poised to benefit from post-pandemic digital ad spending. Over 70% market share in Android smartphone market. YouTube driving volumes. Determined to be a leader in AI. Hardware sales continue to diversify revenue streams. Revenue's diversified geographically. 

Very reasonable 1.2x PEG ratio. Beat earnings and revenue. Share price is above its climbing moving averages. Forecast 18-20% earnings growth over next few years. No dividend.

(Analysts’ price target is $152.84)
Technology
HOLD
Alphabet Inc
Impact of an antitrust decision?

We've seen these antitrust cases before. At some point, perhaps the government will be successful, but we haven't seen it yet. North of 90% of searches run through Google. Any deterioration in this would take a long time. Good for the long term. Its AI search seems to be neck and neck with the one from MSFT.

Technology
DON'T BUY
Alphabet Inc

They pivoted to Cloud and did well for 1.5 years, then pivoted to NFL Football and are losing money in it, then pivoted to AI but need to invest more in it. All told, it's a cheap stock that needs to stay focused on YouTube to be worth a lot more.

Technology
BUY
Alphabet Inc

Has been challenge by an anti-trust investigation and the AI race, but GOOG has the powerful YouTube franchise and internet search. They botched their conference call by not explaining with their Cloud business took a misstep. Didn't explain much of their NFL programming. Cloud should have done better. Poor conference call. There isn't anything wrong with GOOG except that cloud glitch.

Technology
BUY
Alphabet Inc

They just reported numbers with Cloud revenue missing estimates and management didn't explain why. Management should have also focussed on the strength of YouTube.

Technology
PAST TOP PICK
Alphabet Inc
(A Top Pick Dec 30/22, Up 49%)

Some were worried that they would lose the AI race, but they have developed AI tools. They own Android's operating system, dominate online search and have a competitive cloud business. Cash flow is huge. Acquisitions have worked well.

Technology
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It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Alphabet Inc

No one touches Google in online search while YouTube boasts 2.7 billion (with a B) active users as 52% of internet users click onto the app at least once a month. However, at 11% market share Google Cloud still lags far behind Microsoft (double the share) and Amazon (nearly triple) in the cloud business. Last month, Alphabet's overall revenue of $76.69 billion beat expectations, but its cloud business clocked at only $8.41 billion and missed the expected $8.64 billion.

Technology
BUY
Alphabet Inc
GOOG vs. MSFT

Owns and likes both, but MSFT gets the nod if you forced him to choose, because of its AI potential.

A lot of the trend right now is in AI, and MSFT will be the winner. They already have the platform, just increase the price and that's good for margins. Strong user-installed base that AI can leapfrog off of.

GOOG is more of an advertising company, and ads are coming back. Net margins of 25%, good growth. GOOG will have more work to do on the AI front. Given the recent price drop, there are worse companies to buy.

Technology
TOP PICK
Alphabet Inc

Cloud computing division growth not as high as Microsoft. Dominant in search business. Very strong YouTube segment. Excellent in A.I. tech. Valuation at 19x forward earnings is attractive. Very strong brand and franchise. 

Technology
TOP PICK
Alphabet Inc

Reported yesterday and the market sold off. To him, their sales and earnings looked pretty good, but their cloud growth slowed by 1-2%, though still very good YOY. The sell-off was wildly overdone and reflects wider market sentiment. Recently bought this. It's the #1 leader in online ads, given their search engine at 85-90% market share. Has a wide, deep moat. They also own YouTube which Gen-Z loves to watch, and owns Android, a dominant phone. Their cloud is a distant #3 player, though. Their leading position in gen-AI is a kicker. Have earnings momentum to grow around 15%.

(Analysts’ price target is $153.94)
Technology
STRONG BUY
Alphabet Inc

Down on earnings today, but a good time to buy. 82% of earnings are from advertising. Their cloud is run very well, #2 before Amazon and Microsoft.

Technology
BUY
Alphabet Inc

Reports next week and he expects a good quarter. It's now closest to its all-time high, among the FAANGs. The stock has done nothing the past two years, but earnings growth is better than Apple's.

Technology
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Alphabet Inc(GOOG-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 57

Neutral - Hold Signals / Votes : 10

Bearish - Sell Signals / Votes : 10

Total Signals / Votes : 77

Stockchase rating for Alphabet Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Alphabet Inc(GOOG-Q) Frequently Asked Questions

What is Alphabet Inc stock symbol?

Alphabet Inc is a American stock, trading under the symbol GOOG-Q on the NASDAQ (GOOG). It is usually referred to as NASDAQ:GOOG or GOOG-Q

Is Alphabet Inc a buy or a sell?

In the last year, 77 stock analysts published opinions about GOOG-Q. 57 analysts recommended to BUY the stock. 10 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Alphabet Inc.

Is Alphabet Inc a good investment or a top pick?

Alphabet Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Alphabet Inc.

Why is Alphabet Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Alphabet Inc worth watching?

77 stock analysts on Stockchase covered Alphabet Inc In the last year. It is a trending stock that is worth watching.

What is Alphabet Inc stock price?

On 2023-11-28, Alphabet Inc (GOOG-Q) stock closed at a price of $138.62.