Added to YB: 2025-06-30
Pitch date: 2025-06-27
GOOGL [bullish]
Alphabet Inc.
+93.76%
current return
Author Info
Company Info
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Market Cap
$4.3T
Pitch Price
$180.24
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.39
P/E
17.64
EV/Sales
9.37
Sector
Interactive Media and Services
Category
growth
GOOGL: Misunderstood, Underappreciated, Unstoppable
$GOOGL added to position: Beyond Search, GCP w/TPUs poised for AI inference demand (OpenAI interest), Waymo scaling in oligopolistic market, AI agent advantage via email/docs/Android integrations, Gemini adoption accelerating, YT gaining AI traffic. Bloated headcount (4k→180k) with only +43% rev/employee; AI could significantly boost margins.
Read full article (1 min)