Added to YB: 2026-03-24
Pitch date: 2026-03-21
GOOG [neutral]
Alphabet Inc.
-0.02%
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
$302.11
Price Target
390.00 (+29%)
Dividend
0.28%
EV/EBITDA
22.95
P/E
27.87
EV/Sales
8.86
Sector
Interactive Media and Services
Category
growth
Alphabet – The Mega-Cap Worth Owning Above All Others (A Deep Dive)
GOOG (deep dive): Dominates search (91% share), YouTube (largest media co by rev), Cloud (#3, fastest-growing at 48% Q4'25 vs AWS 24%/Azure 39%). Gemini at 750M users, 26% gen-AI share, powering Apple Siri. Waymo valued $126B. $403B rev (+15% YoY), $73B FCF. Bears: AI disruption risk, antitrust, ad concentration. CapEx surging to $180B in '26 (FCF pressure). Fair value 24-28x fwd P/E. $390 '28 PT = 9% CAGR at $310. Buy <$285.
Read full article (36 min)