Professional
Added to YB: 2026-03-30
Pitch date: 2026-02-11
GOOG [neutral]
Alphabet Inc.
-12.03%
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
$3.3T
Pitch Price
$311.87
Price Target
N/A
Dividend
0.31%
EV/EBITDA
20.93
P/E
25.40
EV/Sales
8.08
Sector
Interactive Media and Services
Category
growth
Pershing Square Portfolio Holding: Alphabet Inc.
GOOG (holding update): Leveraging data, distribution & infrastructure for AI transformation. AI Overviews reaches 2B+ users across 200 countries, driving query growth (esp. younger users). Gemini-Apple partnership validates leadership. YouTube gains via multi-modal AI. Google Cloud hit $70B run-rate (+48% Q4), improving margins. Favorable antitrust resolution. +65% in 2025, +3% YTD 2026.
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