Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOGL [neutral]
Alphabet Inc.
+5.47%
current return
Author Info
Studio Innovation shares daily updates from leading hyperscalers (Nvidia, Google, Apple, Amazon, Tesla, Meta, Microsoft), with a focus on AI, memory, data centers, neoclouds, crypto, and fast-growing companies. Subscribe to the newsletter.
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 / Google Q2 FY26: Revenue up 24% to $119.8B. Google Cloud revenue acceleration is impressive: +82% YoY!
GOOGL (earnings): Q2 FY26 rev +24% YoY to $119.8B ($2.8B beat), 12th straight double-digit quarter. Op margin 34% (+2pp). Cloud rev +82% to $24.8B, margin 35.6% (from 20.7%), backlog $514B. Search +17%, YouTube ads +13%. FY26 capex raised to $195-205B; Q3 margin pressure from 3rd-party compute bridge. TPU system sales now recognized, bulk in 2027. Gemini app 950M MAUs, AI Search 1B+ MAUs.
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