Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
GOOGL [neutral]
Alphabet Inc.
+75.66%
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
$3.7T
Pitch Price
$175.46
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.50
P/E
30.52
EV/Sales
9.56
Sector
Interactive Media and Services
Category
growth
Pershing Square H1 holding update - Google
GOOGL (holding update): AI leadership driving growth across portfolio - AI Overviews to 2B+ users, YouTube dominance, Cloud $50B run-rate +30% growth, margins inflecting from 0% to 21% with 30%+ target. Signed same $1B+ deals in H1 2025 as all 2024. Trades at discount despite momentum due to antitrust concerns.
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