Added to YB: 2026-09-24
Pitch date: 2026-09-20
GOOGL [bullish]
Alphabet Inc.
-3.65%
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
$4.2T
Pitch Price
$350.64
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.21
P/E
17.54
EV/Sales
9.29
Sector
Interactive Media and Services
Category
value
Alphabet: A Better Business With a Stranger Balance Sheet
GOOGL (hold): Maintained the position after a 96% return, with no interest in adding or trimming. Search remains resilient and Cloud revenue grew 63% year over year, but planned 2026 capex near $190B, negative latest-quarter free cash flow and long-term debt rising to $98B create uncertainty around AI-infrastructure returns and future financing. The unchanged sum-of-the-parts value is $205 per share.
Read full article (11 min)