Added to YB: 2026-06-02
Pitch date: 2026-05-30
GOOG [neutral]
Alphabet Inc.
Author Info
No bio for this author
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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
$4.6T
Pitch Price
N/A
Price Target
N/A
Dividend
0.23%
EV/EBITDA
27.30
P/E
29.02
EV/Sales
10.78
Sector
Interactive Media and Services
Category
growth
Show full summary:
GOOG Near Its Record Multiples: Exit Price or Stay?
GOOG (overview): Up 100%+ in 12mo on 3 catalysts: Q1'26 rev $109.9B (+22%), net income $62.6B (+81%), EPS $5.11. Cloud $20B (+63%), op income $2.2B→$6.6B, backlog $460B. Anthropic $200B 5yr deal (43% of backlog). Search +17%, AI mode 1B+ MAU. Capex $190B. P/E 32-33x. Author: mkt underestimates AI search monetization.
Read full article (6 min)