Professional
Added to YB: 2025-10-13
Pitch date: 2025-09-30
GOOG [neutral]
Alphabet Inc.
+28.55%
current return
Author Info
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
$240.59
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
Bristlemoon Global Fund Portfolio Holding: Alphabet Inc.
GOOG (holding update): AI disruption fears overblown as Google ships market-leading Gemini 2.5, Veo3, AI Mode products. Search revenue stable despite AI Overviews integration. TPU v7 provides 50% cost advantage vs Nvidia for 980T monthly tokens. AI Mode enables contextual ads beyond keywords, boosting conversion rates. Forward P/E at 2022 lows despite innovation resurgence.
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