Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOGL [neutral]
Alphabet Inc.
Author Info
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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
$3.9T
Pitch Price
N/A
Price Target
N/A
Dividend
0.28%
EV/EBITDA
21.20
P/E
15.94
EV/Sales
8.49
Sector
Interactive Media and Services
Category
growth
Alphabet / Google Q2 FY26: Revenue up 24% to $119.8B. Google Cloud revenue acceleration is impressive: +82% YoY!
GOOGL (earnings): Q2 FY26 rev +24% YoY to $119.8B ($2.8B beat), 12th straight double-digit quarter. Op margin 34% (+2pp). Cloud rev +82% to $24.8B, margin 35.6% (from 20.7%), backlog $514B. Search +17%, YouTube ads +13%. FY26 capex raised to $195-205B; Q3 margin pressure from 3rd-party compute bridge. TPU system sales now recognized, bulk in 2027. Gemini app 950M MAUs, AI Search 1B+ MAUs.
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