Added to YB: 2026-05-05
Pitch date: 2026-04-30
GOOGL [neutral]
Alphabet Inc.
+0.42%
current return
Author Info
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
$381.63
Price Target
N/A
Dividend
0.23%
EV/EBITDA
25.18
P/E
26.73
EV/Sales
9.93
Sector
Interactive Media and Services
Category
growth
Alphabet (GOOGL) Q1 2026 Earnings Review
GOOGL (earnings): Q1 rev +19% CC, beat by 2.6%; EBIT +30% YoY, beat by 9.7%; EPS $2.76 vs $2.67 est. Cloud backlog doubled to $462B ($231B in 2 yrs). Raised 2026 CapEx to $185B, signaling 2027 increase. Search remains dominant w/ AI Mode/Overviews driving engagement. TPUs to sell externally in 2027. Enterprise AI +800% YoY, now primary Cloud growth driver. Gemini processing 16B tokens/min. Strong momentum but elevated CapEx & capacity constraints.
Read full article (8 min)