Added to YB: 2026-03-31
Pitch date: 2026-03-27
GOOG [neutral]
Alphabet Inc.
-1.06%
current return
Author Info
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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
$276.42
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
Alphabet (GOOG) Executive Summary: Record Earnings Growth Meets Valuation Compression
GOOG (overview): Q4 rev $113.8B (+18% YoY), EPS beat +8%, 8 straight beats. Net margin 30.3%, FCF $23.5B. Gemini rollout, Meta TPU deal validates AI infra. Waymo >200M miles, expanding 10 cities. Stock -20% from $350 peak to $280 on multiple compression (31.8x PE). Analysts $348-$400 PT (+25-43% upside). Risks: YouTube negligence ruling, EU antitrust, depreciation concerns. $279-280 key support.
Read full article (6 min)