Added to YB: 2026-05-01
Pitch date: 2026-04-30
GOOG [neutral]
Alphabet Inc.
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
$4.2T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.18
P/E
26.73
EV/Sales
9.93
Sector
Interactive Media and Services
Category
growth
Alphabet’s 1Q26: Four Markets, One Grid
GOOG (earnings): Q1 rev $109.9B (+22%), Search +19%, Cloud +63% w/ 32.9% margin & $462B backlog, YouTube subs growing faster than ads. Agentic commerce pilot w/ Ulta via Universal Commerce Protocol. Waymo >500K autonomous rides/wk in 11 cities. FY26 capex raised to $180-190B, 2027 to 'significantly increase'. Same AI infrastructure powering 4 loops: intent (Search), compute (Cloud), attention (YouTube), autonomous miles (Waymo). FCF $10.1B vs $35.7B capex. Bear: capex turning high-FCF ad biz into lower-FCF infra utility. Bull: one grid amortized across 4 businesses.
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