Added to YB: 2025-07-29
Pitch date: 2025-07-25
GOOGL [neutral]
Alphabet Inc.
+59.96%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. 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
$3.8T
Pitch Price
$193.35
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.75
P/E
30.83
EV/Sales
9.66
Sector
Interactive Media and Services
Category
growth
Google Q2-25 Earnings Recap
GOOGL (earnings update): Strong Q2'25 beat validates bullish thesis. Search growth & YouTube (+13% YoY) show competitive moat intact vs AI threats. Shorts now monetizing same as traditional content. Waymo expanding ahead of Tesla. Higher capex for AI infrastructure positive. Stock +15% MoM. Recommend long position, buy pullbacks.
Read full article (3 min)