<- Go home

Added to YB: 2026-07-07

Pitch date: 2026-03-31

GOOGL [bullish]

Alphabet Inc.

+26.08%

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

$4.4T

Pitch Price

$290.66

Price Target

N/A

Dividend

0.24%

EV/EBITDA

26.01

P/E

27.46

EV/Sales

10.27

Sector

Interactive Media and Services

Category

growth

Show full summary:
Baron Opportunity Fund New Position: Alphabet Inc.

GOOGL (new position): Initiated Q1 on best AI asset combo at attractive valuation. Unmatched distribution (7 products >2B users), Gemini models, custom TPUs, owned data centers, proprietary data. Search/YouTube still double-digit growth, never missed ad estimates since ChatGPT. Cloud accelerating, projecting >60% YoY growth. AI deepening engagement.

Read full article (1 min)