Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
GOOG [neutral]
Alphabet Inc.
+21.64%
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
$254.26
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
value
Arauca Capital Portfolio Holding: Alphabet Inc.
GOOG (holding update): Dec 2026 risk-reversal <14% OTM could make largest holding. Search remedies favorable, removes breakup risk. Custom TPUs give Cloud 2x power efficiency, 50% performance edge driving $50B run rate, $106B backlog. Gemini app beats ChatGPT iOS downloads. <21x 2026 EPS (lower than S&P 500).
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