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This summary was created by AI, based on 107 opinions in the last 12 months.

Alphabet Inc. (GOOG) is viewed as a strong and resilient company in the tech sector, predominantly driven by its dominance in search and significant contributions from YouTube and Google Cloud. While concerns persist about competition, particularly from AI-driven search models like ChatGPT, most experts believe that Google's extensive investments in AI and R&D position it well for the future. The stock is currently trading at a reasonable P/E ratio compared to peers, and many analysts see it as offering good long-term value. Recent earnings reports indicate solid growth despite challenges in YouTube ad revenue, and a majority of analysts maintain that the company remains a strong buy.

Consensus
Buy
Valuation
Undervalued
BUY

Pretty well a value stock. You can go ahead and buy this one.

BUY

The Mag 7 name he likes going into the second half of the year. Search is still extremely popular even though everyone was worried about AI. At the front of the line when it come to innovation in AI. So many other horses in the race. 75-80% of revenues come from ads; so a recession would definitely hurt, but that seems to be off the table for now as the S&P 500 "death cross" has recovered for now.

BUY

One of the cheapest tech companies around, trading well below market multiple. Search, YouTube, and cloud all grew last quarter. Next quarter will be telling as to where capex will be focused -- continue on AI or not? FTC lawsuit is an issue.

PAST TOP PICK
(A Top Pick Mar 21/24, Up 1%)

Always a concern when you're being sued by the US government. Have to see what evolves, GOOG has already said it will appeal, will play out over a number of years. Headline risk is an overhang. Capex for data centres will increase by 40-50%, a surprise to the street.

Cloud grew 30% YOY, healthy, but expectations were for 32% or so. Stock came off. And now the market selloff, which is focused on large-cap tech. Trading at 17x forward PE. Consensus that EPS can grow in the 14-15% range. If earnings can hold, the multiple is very attractive (actually less than the S&P). Reports this week. She'd buy here with new money.

PAST TOP PICK
(A Top Pick Mar 19/24, Up 4%)

His largest holding. Customer does all the work and the company gets all the money. Ads have taken a hit. Regulatory scrutiny is a target on the successful; first it was IBM when he started out, then MSFT. It's rather like getting the Good Housekeeping Seal of Approval ;)  

Could be hurt by lawsuits, but it'll be minor. AI will drive growth for the next 10 years.

WATCH

A name in tech that continues to make sense because of strength and scale. Trading close to its 200-week MA, a very important long-term support level. If it bounces off that, will do very well. Paying 17x PE for 12% earnings growth, not really expensive for a name like this. 

Giant in Search; AI is in early stages and can only improve their products. Cloud business growing quickly. Hardware space is growing too.

HOLD
Down 20%. Will it recover in 2025?

It will recover. Whether that's in 2025 depends largely on what the rest of the market does. Its business plan is changing. AI is really taking over from the Search model, and the market sees its market dominance in that area declining. They'll have a share, but we don't know how much.

Has other initiatives, like YouTube, that are real money makers. 47% of people who use the internet go to YouTube once a month or more. A very good hold at current valuation of ~mid-high teens PE.

DON'T BUY

A tech darling, now trading at only 16x PE. Why? Most of their revenue by far comes from search, and so chat GPT's AI-powered searches will threaten Google search. 

TOP PICK

At current share price, incredible value. Grows at over 10% per year. Search, Chrome, Maps, YouTube. Growth monster. R&D spend is almost $50B per year. Trades at 18x PE. Easily a double over next 5 years. Advertising is ~80% of the story, not going away anytime soon. Yield is 0.56%.

(Analysts’ price target is $215.93)
COMMENT

He just sold the rest of his shares, and he feels good about that. Owned it since 2014. His main concern is that gen AI will post an existential threat to their search business. Also, if the tariffs cause a recession, their ad revenues will be crushed. But there are many things to like about Alphabet. YouTube is the most important force in media. Their cloud platform is in the top 3 or 4 and growing nicely. And it trades at only 16x PE, much lower than historically.

WATCH

On the 3-year chart, we see support really close to where we're at right now, around $140. After that, we're probably looking at chop between $90 and $105.

PARTIAL BUY

If you really want to buy this name because you believe in its approach to AI, or that concerns are overblown on advertisers not being as robust, or that Mag 7 concerns are over done, then he'd suggest (not recommend) you buy some today. Though you may be early.

Tomorrow may be a tremendous up day, or another down day. He doesn't know. Start with 10%. You don't have to be 100% right. If it's worth buying here, it'll be worth buying 20% higher or lower, assuming the Western world continues. And despite the best efforts of the US administration, it will.

PARTIAL BUY

Revenue miss of 9% last quarter. Market's worried about big capex in AI. Earnings up 28% YOY. Very high demand for AI products. Great company. Not expensive at 14x 2027 PE, a lot cheaper than the market. Growing ~14%. Could get cheaper, but still great value looking out 5 years. Don't go in full-scale, but buy in increments.

Normally, this is a time to buy a name like this. But people are concerned about growth, especially of advertising, if we're going into a growth scare. People are also protesting against the US and the Mag 7.

SELL ON STRENGTH

Trades below 19x PE. Of the Mag 7, it has the most to lose if Google search revenue is not offset by Gemini and Chatbot. But they have YouTube, a powerhouse, as is Google cloud. He would sell on strength given the search risk.

DON'T BUY

He's concerned because he has stopped going to Google, and he can't be the only one.

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Alphabet Inc(GOOG-Q) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 66

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 78

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, 78 stock analysts published opinions about GOOG-Q. 66 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?

78 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 2025-04-25, Alphabet Inc (GOOG-Q) stock closed at a price of $163.85.