Added to YB: 2026-03-12
Pitch date: 2026-01-13
GOOG [neutral]
Alphabet Inc.
+6.78%
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
$4.3T
Pitch Price
$335.06
Price Target
N/A
Dividend
0.25%
EV/EBITDA
25.77
P/E
27.39
EV/Sales
10.18
Sector
Interactive Media and Services
Category
growth
Jensen Quality Growth Equity Composite Portfolio Holding: Alphabet Inc.
GOOG (holding update): Q4 showed AI strengthening vs threatening core franchises. Steady ad fundamentals (Search/YouTube) + cloud momentum w/ contracted demand visibility & path to op leverage as biz scales. Well positioned across AI stack (infrastructure/models/distribution) to monetize via multiple channels. Near-term noise from elevated capex/depreciation offset by cash-generative core funding long-duration opportunities.
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