Professional
Added to YB: 2026-02-18
Pitch date: 2026-02-13
GOOGL [neutral]
Alphabet Inc.
+0.92%
current return
Author Info
Wexboy writes a blog about value investing, mostly in UK, Irish and US listed stocks. Sign up for the newsletter.
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
$300.04
Price Target
N/A
Dividend
0.28%
EV/EBITDA
23.23
P/E
28.08
EV/Sales
8.97
Sector
Interactive Media and Services
Category
growth
Wexboy 2025 Annual Review…Clawing My Way Back In Black - Alphabet
GOOGL (holding update): Revenue grew +18% YOY in Q4 (vs +12% Q1), EPS +34% for year, op margins ~32%. Search +17% Q4 (vs +10% Q1) despite AI fears. Google Cloud accelerated to +48% growth, $70B+ run rate, $240B backlog. Gemini MAUs jumped 450M to 750M in 2 quarters. 2025 capex $91B, 2026 est $175B-$185B signals mgmt conviction in AI dominance. Stock hit $349 ATH, now down YTD on capex concerns.
Read full article (3 min)