NASDAQ:GOOG
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Nervous markets await NvidiaThis 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.
The numbers reported this week were really good. YouTube pulled in $10B in ad revenue. Holds assets it hasn't even monetized yet. Search is at risk, and the multiple reflects that. He's watching all the AI plays to see how they monetize.
He'd pick this one, for at least a trade. Only one of the Mag 7 below the market multiple.
Doesn't own it, because there's a forecast of a 25% drop in 2026 in single search engine queries. In contrasts, Meta has 90% margins in their single search engine queries. Even if GOOG does well in AI and cloud, those are not as profitable as the main search business. Decent earnings growth ahead, but their earnings are more at risk. Instead of Google, she uses chatGPT and other methods to search.
The street expects 11% and 16% revenue and earnings growth. Long-term, GOOG is the most vertically integrated to win. Think of Gmail, Google calendar, YouTube and Google search. Google has all our data and can make a powerful AI assistant. The key thing is how GOOG will monetize their AI (whereas Meta has made that clear).
The fear about them was that AI will eat into GOOG's search market share. Yes, AI will, but the overall search market will likely grow. So, GOOG's market share could shrink, but it's search business could still grow. He's bullish. Also, GOOG has a partnership with Uber in self-driving cars, an exciting, growing business. Third, GOOG owns YouTube which dominates the streaming market by far, bigger than Netflix.
When you buy GOOG, you get Waymo for free. Waymo is actually ahead of where TSLA is on robotaxis. 17-18x forward PE. The only Mag 7 he owns. By far the cheapest. Concerns about AI engines taking away its core Search business, but no evidence of that yet. Investing heavily in R&D to protect its assets. One of the world's great business models.
He sold it and that was a big mistake. Sold because the Justice Department deemed GOOG a monopolist, which would lead to a break up of the company. But if you believe that the parts hold value, then it's fine. He has seller's remorse. Waymo is way ahead of Tesla in self-driving cars, and Waymo could have a huge impact on GOOG. He wants to re-buy GOOG.
In his firm's momentum portfolio. Dominant in Search and leader in digital ads, which are tremendously cash-generative. YouTube is an increasingly valuable ad property. Cloud services growing rapidly, one of top 3 players. Innovative AI investments should pay off nicely. Waymo is interesting for its cash-generating potential.
Lots of hidden value. Negativity on the anti-trust case and impact of AI on Search. Such a premier destination for online advertising. Business fundamentals still very strong. Generates a ton of cash. No loss of Search market share. Unique AI capabilities. Trades at 20x PE, which doesn't include the extra cash on its balance sheet, cloud services, or other subsidiaries. Strong buy today. Yield is 0.48%.
(Analysts’ price target is $201.40)The threat could be that a competitor will eat their lunch in internet search, but on the positive side is that they could lose some share in search, but GOOG also has an AI presence and the search pie could get bigger. Also, YouTube is the largest streamer in the world with over 2 billion active monthly users, and Waymo which is promising.
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
In the last year, 91 stock analysts published opinions about GOOG-Q. 74 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.
Alphabet Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Alphabet Inc.
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.
91 stock analysts on Stockchase covered Alphabet Inc In the last year. It is a trending stock that is worth watching.
On 2025-07-28, Alphabet Inc (GOOG-Q) stock closed at a price of $193.42.
In his momentum mandate. Reported 2 days ago and beat on sales, earnings, and other key performance metrics. Earnings up ~22%, sales up 15%. Acceleration of cloud computing, now ~$50B a year and probably the fastest-growing part of the business. Stepping up capital spending on the AI arms race, yet also authorized to buy back $70B in stock. Very cash-generative.
Trying to get its head around monetizing AI in Search, and he thinks they will.