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Added to YB: 2026-07-30

Pitch date: 2026-07-27

GOOGL [neutral]

Alphabet Inc.

+2.43%

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

$4.1T

Pitch Price

$327.80

Price Target

N/A

Dividend

0.26%

EV/EBITDA

22.46

P/E

16.89

EV/Sales

8.99

Sector

Interactive Media and Services

Category

growth

Show full summary:
Q2 Earnings Updates on Alphabet

GOOGL (earnings): Q2 rev +24% YoY, beat 3%; Cloud rev +82%, op income +212% to $8.18B, backlog $513B. Search +17%, YouTube +13% ($11.1B). EPS +294% (boosted by $98B SpaceX/mkt gains). Stock -7% on 2026 capex guide raised to $195-205B, FCF turned negative -$5.85B, purchase commitments jumped to $811B (+$400B QoQ). Risks: Gemini 4 delays, slipping model rankings, Q3 margin pressure from 3rd-party compute. Author bullish long-term.

Read full article (5 min)