Added to YB: 2026-09-10
Pitch date: 2026-09-07
GOOGL [bullish]
Alphabet Inc.
-1.42%
current return
Author Info
Banyan Lane Capital aims to present actionable investment research on asymmetric opportunities that, in many cases, are not front and center for investors. Sign up for 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
$4.1T
Pitch Price
$335.42
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.51
P/E
16.98
EV/Sales
9.01
Sector
Interactive Media and Services
Category
growth
Alphabet (GOOGL): GCP Monster Slowly Waking Up
GOOGL: Alphabet’s Google Cloud earnings ramp is obscured by record infrastructure spending, but pricing matters four times more than construction timing and as much as 73% of 2030 capacity remains unpriced. At $335, the shares require roughly $153B of 2030 FCF versus $165B at the lowest observed scaled-compute price and $253B in the base case. The key risk is a demand break that simultaneously reduces pricing and utilization.
Read full article (13 min)