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Added to YB: 2026-07-29

Pitch date: 2026-07-26

GOOG [neutral]

Alphabet Inc.

+1.84%

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

$4.0T

Pitch Price

$324.42

Price Target

N/A

Dividend

0.27%

EV/EBITDA

22.00

P/E

16.59

EV/Sales

8.81

Sector

Interactive Media and Services

Category

growth

Show full summary:
SaaS-Stocks that Thrive in the Age of AI - Alphabet Inc.

GOOG (overview): 'AI kills Search' bear case disproven. Stock $150 (Apr'25) to $354. Q1'26: Search rev $60.4B (+19% YoY, queries at ATH); Cloud +63% to $20B, backlog ~2x to $460B+. AI Overviews monetizing like classic search. Risks: $180-190B capex, FCF compression, OpenAI/Anthropic race.

Read full article (1 min)