Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
GOOGL [neutral]
Alphabet Inc.
+76.27%
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
$3.8T
Pitch Price
$175.46
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
Pershing Square H1 holding update - Google
GOOGL (holding update): AI leadership driving growth across portfolio - AI Overviews to 2B+ users, YouTube dominance, Cloud $50B run-rate +30% growth, margins inflecting from 0% to 21% with 30%+ target. Signed same $1B+ deals in H1 2025 as all 2024. Trades at discount despite momentum due to antitrust concerns.
Read full article (2 min)