Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-23
GOOG [neutral]
Alphabet Inc.
-5.08%
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
$327.57
Price Target
N/A
Dividend
0.27%
EV/EBITDA
23.34
P/E
28.29
EV/Sales
9.01
Sector
Interactive Media and Services
Category
growth
Artisan Value Fund Portfolio Holding: Alphabet Inc.
GOOG (holding update): Sentiment shifted from 'hunted' to 'hunter' in AI race. Stock surged post-Sept on lenient antitrust ruling (no Chrome divestiture, can pay Apple for default search). Q3 showed reacceleration across all segments. Gemini 3 AI model launched Nov, rolling out across products. TPU adoption vs Nvidia GPUs provides cost edge & competitive moat. 'AI loser' perception reversed.
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