Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOGL [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
The AI King, Queen & Buffon - Google
GOOGL (earnings): Q2-26 confirms AI ROI across verticals. $100B+ quarterly rev, margin expansion, Gemini 950M MAU (DAU 3x YoY). Cloud backlog record ~$514B (50% in 2yrs), op margin 20.7%→35.6% YoY. First-ever negative FCF; CapEx guide raised to ~$200B, more in 2027. Not cheap/extended, wouldn't buy here but hold/add on dips. Net income/EPS inflated by SpaceX IPO mark-to-market.
Read full article (3 min)