Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
GOOG [bullish]
Alphabet Inc.
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
$4.3T
Pitch Price
N/A
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.24
P/E
17.53
EV/Sales
9.31
Sector
Interactive Media and Services
Category
growth
Baron Opportunity Fund Added On Portfolio Holding: Alphabet Inc.
GOOG (added to position): AI is proving additive rather than cannibalistic to Alphabet’s core search: first-quarter search revenue rose 19%, while Google Cloud accelerated to 63% growth, reached 33% operating margins and nearly doubled backlog sequentially to approximately $462 billion. Roughly $174 billion in trailing operating cash flow provides a funding advantage in the capital-intensive AI race, while Alphabet’s integrated chips, models, enterprise tools and consumer distribution reinforce the long-term growth thesis.
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