Added to YB: 2026-07-08
Pitch date: 2026-07-06
GOOGL [bullish]
Alphabet Inc.
-5.28%
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
$368.70
Price Target
540.00 (+55%)
Dividend
0.25%
EV/EBITDA
23.39
P/E
17.64
EV/Sales
9.37
Sector
Interactive Media and Services
Category
growth
Alphabet is no longer Google: Agentic AI changes everything and opens up an opportunity
GOOGL: Market prices Alphabet as ad-giant AI-loser, missing agentic pivot. Q1'26 rev $109.9B (+22%), Cloud +63% w/ 32.9% op margin, $462B backlog (~2x QoQ). Full-stack moat: TPU silicon, Gemini, Cloud, 3B Android devices. Waymo free option ($126B). ~27x P/E, PT $424-430. Risks: $180-190B capex, FCF compression, antitrust, model competition.
Read full article (33 min)