Added to YB: 2026-10-13
Pitch date: 2026-10-09
GOOGL [bullish]
Alphabet Inc.
-0.75%
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
$351.86
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
Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?
GOOGL (hold): Alphabet is positioned as a vertically integrated AI leader spanning TPUs, Gemini, billions of users, cloud and Waymo, while Q2 Search revenue grew 17% and Cloud grew 82% with a $514B backlog. At ~$348 and ~26x forward earnings, a fair 23x P/E could support ~20% annual returns if the backlog converts into earnings. The central risk is whether ~$195-205B of 2026 capex earns adequate returns without further dilution.
Read full article (10 min)