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Added to YB: 2026-05-05

Pitch date: 2026-04-30

GOOGL [neutral]

Alphabet Inc.

+0.42%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$381.63

Price Target

N/A

Dividend

0.23%

EV/EBITDA

25.18

P/E

26.73

EV/Sales

9.93

Sector

Interactive Media and Services

Category

growth

Show full summary:
Alphabet Earnings Q1 2026

GOOGL (earnings): Q1 rev $109.9B (+21.8% YoY) beat est by 2.6%; EPS $5.11 beat by 95%. Cloud rev $20B (+63.4% YoY), op margin 32.9% vs 17.8% prior yr; Cloud AI rev +800% YoY, backlog $462B. Search rev $60.4B (+19.1% YoY), queries at all-time high. Gemini 16B tokens/min vs 10B last Q. FCF margin 9.2% (-11.8pp YoY) on heavy AI capex. FY26 capex guide raised to $180-190B. Waymo 500K rides/wk. Wiz acquisition adds Cloud margin headwind.

Read full article (10 min)