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Investor Insights

This summary was created by AI, based on 95 opinions in the last 12 months.

Based on the reviews, the experts seem to be generally optimistic about Alphabet Inc. (GOOG-Q). They highlight the company's strong position in the search and advertising market, as well as its growth potential in AI and cloud services. Despite concerns about anti-trust issues and the impact of generative AI, the consensus appears to be that GOOG is a solid long-term investment with potential for continued growth and innovation.

Consensus
Optimistic
Valuation
Undervalued
COMMENT
Alphabet Inc

The caller was selling his Oracle and wanted to buy Google or Amazon. He would choose Google as the most attractive on valuation, growth and consistency. Amazon is under some pressure with the anti-trust situation.

Technology
BUY
Alphabet Inc
Threat from ad-free Perplexity?

He's not totally up to speed on Perplexity. Mainstay of GOOG's business is Search and advertising, rounded out by other things. Like's its incumbency advantage. It all comes down to user experience. Not necessarily a "winner takes all" market. 

Undemanding valuation. Thesis is strong and very investible. DOJ breakup likely to go nowhere.

Technology
BUY
Alphabet Inc

Cheaper name in the Mag 7 group with good growth potential. Will benefit from AI. Despite litigation, he can get it for under 20x PE, and it has better growth and ancillary assets than, say, AAPL. We went through this same DOJ scrutiny 20 years ago with MSFT. In the end, it won't add up to too much. In the big scheme of things, any fine will be insignificant.

Own it, put it away, ignore all the noise. One of the great growth stocks, will continue to be. YouTube is reaping rewards from previous investment. Waymo has over 22M hours of self-driving compared to TSLA's zero. Hasn't even tried to monetize the Android system, which runs 60% of cell phones.

Don't trade out, despite the bad headlines.

Technology
WATCH
Alphabet Inc

Wide trading range for a long time, now broken out. Nice uptrend since beginning of 2023. Looks as though it might be in a consolidation phase, which it's had before. As long as holds above $160, still in an uptrend; if it goes below, he'd start to get concerned. Support above $150 is another level to watch.

We have seen a shift in leadership, so some of the bigger names (like the Mag 7) have started to slow down. Keep an eye on that. Tariffs are an issue. But the USD is a bigger factor; if it continues to go up, that can negatively impact multinationals regardless of whether they actually make something or not.

Technology
COMMENT
Alphabet Inc

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

Technology
TOP PICK
Alphabet Inc

Trades at 20x PE (below where the S&P trades right now), about $70B in free cashflow this year. Core businesses continue to do well. YouTube is one of the fastest-growing parts of the business, ad revenue continues to do well. 

DOJ interest will take a long time to wind through the process. Might even be worth 50-60% more on a breakup. Waymo is the cash-cow-in-waiting. Yield is 0.5%.

(Analysts’ price target is $209.92)
Technology
PARTIAL BUY
Alphabet Inc

DOJ talking of splitting out Chrome. One of his top 5 holdings. Not as volatile as some of the other Mag 7's. Makes $$ on the ads, not especially on the Search. And the advertisers love going to GOOG, not to competitors like Perplexity or Bluesky. Plus, has all kinds of other horses in the race such as cloud and Other Bets. Waymo will become very important with the Trump Bump, Musk, EVs, and autonomous driving.

12-month price target of $200.25, still room to go. Buy some here at $175, and some more around $170.

Technology
PAST TOP PICK
Alphabet Inc
(A Top Pick Oct 30/23, Up 41%)

Has unveiled Gemini, which many think on par with ChatGPT. Lots of exciting technologies, some of which they're monetizing. Exceptional free cashflow from advertising. Still only 20x PE. Buy now, benefit long term.

Technology
PAST TOP PICK
Alphabet Inc
(A Top Pick Nov 16/23, Up 30%)

Still loves it. Should be a beneficiary of new Trump administration, with fewer concerns about DOJ breaking it apart. Trades at 20x forward PE, 16% earnings growth rate, which means a 1.25x PEG ratio and that's fairly cheap in its  space. Q3 beat on top and bottom. Ad revenue and Search remain solid. Chart's on a clear uptrend.

Technology
TOP PICK
Alphabet Inc

Among the megatechs, this is the most attractive in terms of earnings, value and consistency. Peers like MSFT trade at over 30x PE vs. GOOG's 19.5x, while GOOG grows around 11%. If the US breaks up GOOG, he would buy shares of these spin-offs, like YouTube or cloud.

(Analysts’ price target is $209.43)
Technology
BUY
Alphabet Inc

Excellent business - continues to own. Very strong margins with dominant position in internet "search" business. Margins very high with advertising. New technology in A.I. will add further product offerings, and better search results. Expecting share price to continue to rise - currently priced very well. Earnings expected to rise. 

Technology
PAST TOP PICK
Alphabet Inc
(A Top Pick Oct 26/23, Up 49%)

Last night's results were excellent. Earnings up ~37%. Strength across the board. Share buybacks continue at a meaningful clip. Cloud business really picking up, driven by demand for generative AI.

Technology
BUY
Alphabet Inc

It beat top and bottom line. Sentiment was so negative heading into the report last night, so the set-up was good. Youtube--great quarter. AI has helped GOOG. Don't count them out, their top position in internet search--we'll see. The call was also good. The stock still has legs. They didn't just clear a low bar, but they beat on every line.

Technology
BUY
Alphabet Inc

They delivered a great quarter. The bar was set low. Cloud is up 35% YOY. $13 billion in capex and their AI offering is producing, despite talk of GOOG lagging the AI race. It trades at 22x PE. YouTube missed last quarter, but up this one.

Technology
BUY
Alphabet Inc

Their conference call was a home run. No, internet search is not dead. Cloud is more profitable than last quarter. YouTube is actually doing 137% of Netflix in ad revenues and subscription. They have clear AI plans.

Technology
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Alphabet Inc(GOOG-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 58

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 70

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, 70 stock analysts published opinions about GOOG-Q. 58 analysts recommended to BUY the stock. 6 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?

70 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 2024-12-09, Alphabet Inc (GOOG-Q) stock closed at a price of $177.11.