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Added to YB: 2024-07-29

Pitch date: 2024-07-26

GOOG [neutral]

Alphabet Inc.

+83.28%

current return

Author Info

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

$3.8T

Pitch Price

$169.42

Price Target

N/A

Dividend

0.27%

EV/EBITDA

24.75

P/E

30.83

EV/Sales

9.66

Sector

Interactive Media and Services

Category

turnaround

Show full summary:
Alphabet (Google) is the next IBM.

GOOG: Dominant ad biz (75% rev) threatened by AI assistants like ChatGPT/Copilot. Weak product ecosystem vs MSFT/AAPL. Google search at risk from iOS 18 Siri upgrade & Windows Copilot. 3rd in cloud (11% share). Political stances alienating users. Gradual decline predicted by 2034.

Read full article (7 min)