Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
GOOGL [bullish]
Alphabet Inc.
+20.2%
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
$290.54
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
Baron Opportunity Fund New Position: Alphabet Inc.
GOOGL (new position): Initiated Q1 on best AI asset combo at attractive valuation. Unmatched distribution (7 products >2B users), Gemini models, custom TPUs, owned data centers, proprietary data. Search/YouTube still double-digit growth, never missed ad estimates since ChatGPT. Cloud accelerating, projecting >60% YoY growth. AI deepening engagement.
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