Added to YB: 2026-07-29
Pitch date: 2026-07-26
GOOG [neutral]
Alphabet Inc.
Author Info
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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
$3.9T
Pitch Price
N/A
Price Target
N/A
Dividend
0.28%
EV/EBITDA
21.30
P/E
16.04
EV/Sales
8.53
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)