Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOGL [neutral]
Alphabet Inc.
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
$3.9T
Pitch Price
N/A
Price Target
430.00
Dividend
0.28%
EV/EBITDA
21.20
P/E
15.94
EV/Sales
8.49
Sector
Interactive Media and Services
Category
growth
Alphabet's 2Q26 Earnings: The System on Trial
GOOGL (earnings): Q2: Cloud +82% to $24.8B, 35.6% margin, $514B backlog; Search +17% to $63.3B but decelerating. Capex guide raised to $195-205B, FCF negative $5.9B, $49.6B equity + $20.3B notes raised. Bull: system/infra thesis, Cloud margin signal. Bear: Gemini lags at model layer (3.5 Pro unshipped), Search to low-teens, margins peak. Base case ~$430, below Street. Watch Cloud >50% growth, >31% margin, Gemini 4 by early 2027.
Read full article (9 min)