Added to YB: 2024-09-11
Pitch date: 2024-09-09
GOOG [bullish]
Alphabet Inc.
+129.34%
current return
Author Info
No bio for this author
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
$150.39
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
value
GOOG at $150: Reaching My Target and Why It Might Be a Buy Now
GOOG: Down 9% in past month on AI disruption fears, ad growth concerns, and high CapEx. Still dominant in digital ads, no sign of AI cannibalizing search revenue. AI could boost internal efficiency. At $140-$150, double-digit IRR potential even with FCF multiple contraction to 20x. Risk: consumer shift to LLMs with lower margins.
Read full article (2 min)