Added to YB: 2026-07-27
Pitch date: 2026-07-23
GOOGL [neutral]
Alphabet Inc.
+5.47%
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
$317.98
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
Alphabet Inc. Earnings Update: A quick look
GOOGL (earnings): Q2 FY26 rev $119.8B (+24% YoY), op margin 34% vs 32.4%. Cloud rev $24.8B (+82%), op margin 35.6% vs 20.7%; backlog $514B. Net income $112B (+298%, equity gain). First-ever negative FCF (-$5.9B) on $44.9B capex; FY26 capex guide raised to $195-205B, weighing on P&L. AI Mode >1B MAU. Long since $124, holding, won't add. AI infra complex (CRWV, Nebius, ORCL) the winner.
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