Added to YB: 2026-07-30
Pitch date: 2026-07-27
GOOGL [neutral]
Alphabet Inc.
+0.89%
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
$327.47
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
Q2 Earnings Updates on Alphabet
GOOGL (earnings): Q2 rev +24% YoY, beat 3%; Cloud rev +82%, op income +212% to $8.18B, backlog $513B. Search +17%, YouTube +13% ($11.1B). EPS +294% (boosted by $98B SpaceX/mkt gains). Stock -7% on 2026 capex guide raised to $195-205B, FCF turned negative -$5.85B, purchase commitments jumped to $811B (+$400B QoQ). Risks: Gemini 4 delays, slipping model rankings, Q3 margin pressure from 3rd-party compute. Author bullish long-term.
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