Added to YB: 2026-06-05
Pitch date: 2026-06-03
GOOGL [neutral]
Alphabet Inc.
+3.7%
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
$4.3T
Pitch Price
$358.90
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. $GOOGL Q1 2026 Financial Report Analysis
GOOGL (earnings): Q1'26 rev $110B (+22%), op margin 36.1%. Cloud rev +63% to $20B, op margin 32.9%, RPO $462B; Gemini-built rev +800% YoY. Search +19% on AI, unit cost -30%. GAAP EPS $5.11 inflated by one-off equity gain; core EPS ~$2.76 vs $2.81 flat. New TPU on-prem sales challenge NVDA. CapEx guide raised to $180-190B; zero buybacks, $80B equity raise (incl Berkshire) pressures FCF & dilution. $4.36T cap prices in optimism; SOTP ~$3.7-4.1T. Watch CapEx peak, backlog conversion.
Read full article (9 min)