Added to YB: 2026-03-16
Pitch date: 2026-03-12
GOOG [neutral]
Alphabet Inc.
-1.54%
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
$307.01
Price Target
N/A
Dividend
0.28%
EV/EBITDA
23.10
P/E
27.99
EV/Sales
8.92
Sector
Interactive Media and Services
Category
growth
The Report That Settles Who Leads the AI Era - Alphabet Inc.
GOOG (update): Q4 rev $403B (+15% YoY), EPS $2.82 beat $2.57 est, net income $34.5B (+30% YoY). Search $63.1B (+17%) expanding via AI Mode (3x longer queries). Cloud $17.7B (+48%) at 30.1% margin, outpacing AWS/Azure; $240B backlog (+55% QoQ), signed more $1B+ contracts in 2025 than prior 3yrs combined. YouTube >$60B annual, #1 US TV streaming 3yrs. 2026 CapEx $175-185B (60% AI/servers) to meet demand, FCF $73.3B. Waymo 400k weekly rides, valued $16B.
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