Added to YB: 2026-05-01
Pitch date: 2026-04-30
GOOG [neutral]
Alphabet Inc.
-3.16%
current return
Author Info
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
$381.40
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
Alphabet, Inc. (GOOG) — Q1 2026
GOOG (earnings): Q1 Cloud rev $20B, +63% YoY, backlog surged $240B→$462B (incl new TPU hardware sales, majority rev in 2027). Search +19%, Services margin 45.3% (multi-year high). However, mgmt guided FY2027 CapEx 'significantly higher' than $180-190B FY2026, implying $200B+, pushing FCF inflection to FY2029. Wiz ($32B) closed, 1-3pp Cloud margin headwind. GAAP EPS $5.11 misleading (core ~$2.81 ex-$37.7B unrealized gains).
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