Added to YB: 2026-02-09
Pitch date: 2026-02-05
GOOGL [neutral]
Alphabet Inc.
-8.25%
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
$3.6T
Pitch Price
$326.95
Price Target
520.00 (+73%)
Dividend
0.28%
EV/EBITDA
22.57
P/E
27.38
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
Alphabet 4Q25: The Grid Builder's Advantage
GOOGL (earnings): AI expanded search, not killed it - queries 3x longer, 2x more frequent, driving 17% search growth to $63B. Cloud hit $17.7B (+48%) at 30% margins via TPU cost advantage vs NVIDIA tax. $175B self-funded CapEx builds grid competitors must rent. Risk: search monetization gaps widening.
Read full article (5 min)