Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-10
GOOG [neutral]
Alphabet Inc.
+7.32%
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
$4.2T
Pitch Price
$315.23
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.94
P/E
17.30
EV/Sales
9.19
Sector
Interactive Media and Services
Category
growth
Alpha Wealth Funds Portfolio Holding: Alphabet Inc.
GOOG (holding update): 2nd most valuable co, Q4 $34.5B profit, $400B+ annual rev. Gemini 3 Pro (Nov'25) challenging ChatGPT. Apple multi-year partnership makes Gemini core AI engine. CapEx spike to $175-$185B for AI infra. 90% search share, 70% browser, 70% Android, #1 YouTube/Maps. GCP fastest growth of big 3 clouds (+34%). Moonshots: Waymo, quantum, fusion, Isomorphic Labs drug trials. Thesis: health tech alone worth current valuation.
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