Professional
Added to YB: 2025-10-29
Pitch date: 2025-10-27
GOOG [neutral]
Alphabet Inc.
+14.36%
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
$269.51
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
Alphyn Capital Management Portfolio Holding: Alphabet Inc.
GOOG (holding update): DOJ antitrust ruling less severe than feared - no Chrome/Android divestiture, only restricted exclusive search defaults. Strong AI positioning via vertically integrated stack (TPUs, Gemini, Search/Android), 2x power efficiency vs competitors, 33x inference efficiency. Cloud $50B run rate +32% YoY, $106B backlog. Q3: 14% revenue growth, funding $85B AI capex.
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