Added to YB: 2026-10-01
Pitch date: 2026-09-27
GOOGL [neutral]
Alphabet Inc.
+2.5%
current return
Author Info
Oakridge Capital Research provides systematic equity research powered by data, code & discipline. 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
$340.70
Price Target
397.00 (+14%)
Dividend
0.25%
EV/EBITDA
23.39
P/E
17.64
EV/Sales
9.37
Sector
Interactive Media and Services
Category
growth
Alphabet: The AI Compounder and the Capital-Intensity Question
GOOGL (overview): Alphabet pairs dominant Search, YouTube and Android distribution with Cloud, Gemini and custom silicon; Q2 revenue grew 24% and Cloud backlog exceeded $500B. At ~$344, the blended target is $397, but AI CapEx at 23% of revenue leaves reported FCF at ~$72B and a 1.7% yield. With 79% of the share price attributed to future growth, the thesis hinges on incremental AI returns.
Read full article (8 min)