Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOG [neutral]
Alphabet Inc.
+5.47%
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
$317.98
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.94
P/E
17.30
EV/Sales
9.19
Sector
Interactive Media and Services
Category
growth
Alphabet, Inc. (GOOG) — Q2 2026 Results
GOOG (earnings): Record Q2'26: 24% rev growth, Cloud +82% YoY, $514B backlog, 34% op margin (+200bps). But FCF turned negative -$5.9B first time, $70B raised (equity/converts/notes), zero buybacks, $195-205B FY26 capex. Financing signals multi-year deficit. Core EPS $2.85 vs $2.88. Long, lower conviction at 26.7x EV/OI; Q3 Cloud margin the key test.
Read full article (17 min)