Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-15
GOOG [neutral]
Alphabet Inc.
+3.3%
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
$4.2T
Pitch Price
$338.75
Price Target
N/A
Dividend
0.24%
EV/EBITDA
26.78
P/E
32.39
EV/Sales
10.34
Sector
Interactive Media and Services
Category
growth
Wedgewood Partners Portfolio Holding: Alphabet Inc.
GOOG (holding update): Search rev +17% YoY, accelerating on AI Mode/Overviews driving user engagement. Advertisers adopting AI tools boost ad relevance. AI gains unlock productivity, expanding margins across core Google services & $70B run-rate Cloud biz. High ROIC + accelerating revenue justify elevated capex. Top weighting.
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