Added to YB: 2026-02-23
Pitch date: 2026-02-20
GOOGL [neutral]
Alphabet Inc.
-0.47%
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
$318.82
Price Target
400.00 (+26%)
Dividend
0.27%
EV/EBITDA
23.32
P/E
28.28
EV/Sales
9.00
Sector
Interactive Media and Services
Category
growth
Alphabet ($GOOGL) Q4 2025 Financial Results
GOOGL (earnings): Q4 beat (rev $113.8B vs $104.8B est, EPS $2.82 vs $2.61), +18% rev, Cloud +48% YOY, Search +17%. Stock -7% on 2026 CapEx guide of $175-185B (vs $120B est), compressing FCF near zero. Comparable to AMZN's AWS buildout. Risks: AI monetization lag, depreciation pressure, buyback cuts. Bull: infrastructure moat, Gemini 750M MAU, Waymo hidden value. 25x fwd P/E vs peers at premium. DCF: $330-350 base, $400+ optimistic.
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