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Added to YB: 2024-08-22

Pitch date: 2024-06-30

GOOG [bullish]

Alphabet Inc.

+67.87%

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

$3.7T

Pitch Price

$183.32

Price Target

N/A

Dividend

0.27%

EV/EBITDA

24.41

P/E

30.41

EV/Sales

9.52

Sector

Interactive Media and Services

Category

growth

Show full summary:
Baron Fifth Avenue Growth Fund Added On Portfolio Holding: Alphabet Inc.

GOOG: Q1 revenue +15% YoY (search +14%, YouTube +21%, cloud +28%). Margins up to 31.6%. Well-positioned for GenAI with massive user base, AI labs, talent, and resources. I/O conf: Gemini progress, new TPU6 chips. Waymo potential upside. Attractive valuation led to increased position.

Read full article (1 min)