Alphabet Inc (GOOG)
Alphabet's Google sees steady search traffic despite rising ChatGPT use
Alphabet Inc (NASDAQ:GOOG) continues to demonstrate resilience in the AI-driven search environment, prompting analysts at Bank of America to maintain their ‘Buy' rating and $200 price target. This implies upside of about 19% from Google's share price of $168 on Thursday afternoon.
The Real Reason You Should Buy Alphabet
Google appears fairly valued based on current metrics, but this is a conservative assessment that discounts significant upside potential. Breaking down the business, Search alone is worth at least $1 trillion, with the rest of Google trading at a reasonable multiple for its growth. Cloud, YouTube, and Waymo offer robust growth opportunities, making Google a unique growth investment with little downside.
Alphabet to Keep Adding Engineers Despite Investments in AI
Alphabet CEO Sundar Pichai said the company's investments in artificial intelligence will not stop it from adding engineers over the next year.
Alphabet: Doubling Down On This Big Tech Juggernaut
I just boosted my stake in Google, making it my portfolio's third biggest investment holding, behind Nvidia and Amazon. The company effortlessly beat analysts' expectations for revenue and diluted EPS in Q1 2025. Google maintains one of the strongest corporate balance sheets on the planet, which is evidenced by its AA+ credit rating from S&P on a stable outlook.
Alphabet CEO Sundar Pichai dismisses AI job fears, emphasizes expansion plans
In a Bloomberg interview tonight, Alphabet CEO Sundar Pichai pushed back against concerns that AI could eventually make half the company's 180,000-person workforce redundant. Instead, Pichai stressed the company's commitment to growth through at least next year.
Alphabet's Pichai on AI, Antitrust Suits, Privacy
Alphabet Inc.'s Chief Executive Officer Sundar Pichai spoke with Bloomberg's Emily Chang in a wide-ranging interview on artificial intelligence, antitrust lawsuits filed against the company, and how they work to protect user data. They speak at the Bloomberg Tech summit in San Francisco.
Alphabet: The Moat Wall Street Overlooked
Alphabet spent $17.2 billion on CapEx in Q1 FY25, with full-year spending projected to reach $75 billion. Search and ad revenue grew 10% YoY to $50.7 billion, driven by AI Overviews used by 1.5 billion users monthly. Circle to Search expanded to 250M+ devices with 40% QoQ usage growth; Lens added 5B monthly visual searches.
Alphabet: Current Valuation Is Lower Than March 2020
During the pandemic-driven stock market crash in March 2020, Google's P/E ratio was around 24. Today, its valuation is even lower than it was during that unprecedented period. The stock is massively undervalued, as the P/E ratio is expected to drop to 12.4 by FY2028, and a DCF-based fair value is 24% above the current price. Apart from dirt cheap valuation, Google remains a 'Strong Buy' also due to its dominant positions in search, digital advertising, YouTube, cloud, and emerging robotaxi markets.
Google and Chile sign agreement to deploy trans-Pacific submarine cable
Alphabet's Google signed an agreement with the Chilean government during a meeting on Wednesday to deploy a 14,800-kilometer (9,196-mile) submarine data cable across the Pacific Ocean to connect with Australia and Asia, set to be operational by 2027.
Google's Black Swan Event and a 25% Loss: ETFs to Consider
Alphabet faces legal headwinds as a potential Chrome divestiture threatens to slash EPS by 30% and stock by 25%.
Alphabet Stock Could Drop 25%
“The Next NVIDIA” Could Change Your Life NVIDIA has returned 250-fold in the past 10 years as artificial intelligence took off.
Alphabet: A Hold Your Nose Buy
Long GOOGL w/low 20s upside by YE'26, despite near-term pain as paid click growth decelerates. Bull case remains AI product leadership, network spin-out, and call options w/Waymo/GCP. EPS cushion from RIFs/'getting fit' if Search growth decelerates materially, providing a management backstop for the stock on top of the existing buyback.
