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Added to YB: 2026-02-13

Pitch date: 2026-02-08

GOOG [bullish]

Alphabet Inc.

-5.65%

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

$3.7T

Pitch Price

$320.93

Price Target

N/A

Dividend

0.28%

EV/EBITDA

23.23

P/E

28.08

EV/Sales

8.97

Sector

Interactive Media and Services

Category

growth

Show full summary:
SGA U.S. Large Cap Growth Portfolio Holding: Alphabet Inc.

GOOG (added to position): Search queries & revenue accelerating despite AI chat concerns. YouTube & Cloud showing robust growth; Cloud backlog strong from enterprise AI demand. Disciplined margins, diversified revenue streams. Leadership in search/video/cloud + global user monetization supports double-digit earnings & revenue growth ahead despite regulatory/competitive pressures. Raised to above-avg weight.

Read full article (1 min)