Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
GOOG [bullish]
Alphabet Inc.
+9.03%
current return
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.
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
$320.29
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
SGA U.S. Large Cap Growth Portfolio Holding: Alphabet Inc.
GOOG (added to position): Search queries & revenue accelerating despite AI chat concerns. YouTube & Cloud showing robust growth; Cloud backlog strong from enterprise AI demand. Disciplined margins, diversified revenue streams. Leadership in search/video/cloud + global user monetization supports double-digit earnings & revenue growth ahead despite regulatory/competitive pressures. Raised to above-avg weight.
Read full article (1 min)