Alphabet Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Alphabet wird ein jährliches Gewinn- und Umsatzwachstum von 11.3% bzw. 14.8% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 10.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 24.7% betragen.
Wichtige Informationen
11.3%
Wachstumsrate der Gewinne
10.40%
EPS-Wachstumsrate
| Interactive Media and Services Gewinnwachstum | 12.2% |
| Wachstumsrate der Einnahmen | 14.8% |
| Zukünftige Eigenkapitalrendite | 24.70% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 07 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
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Recent updates
Seeking Alpha • May 04
Alphabet: Post-Q1 Earnings 2026 Price Boost Might Be Corrected
Summary Alphabet Inc. delivered a Q1 2026 EPS beat, driven by non-marketable equity gains, notably from Waymo and Anthropic. Operating income trends diverged from net income, with 'Other Bets' and volatile investment valuations inflating reported profits. Cloud segment operating margin surged from 18% to 33%, with backlog nearly doubling QoQ to $460 billion, positioning Cloud as an important forward driver. Stretched valuations and non-core earnings expansion merit caution, with profit-taking and substantial price discovery likely. Read the full article on Seeking Alpha
Analyse-Update • Nov 27
The Narrative Shift Has Arrived. And It Arrived With Vengeance
In July, I wrote that Google was the "cheapest AI play in the market," trading at 18x earnings because Wall Street was obsessed with two phantom risks: the "death of Search" via ChatGPT and a DOJ breakup. Fast forward 20 weeks.Analyseartikel • Jul 30
Weekly Picks: 📈 GOOG's Platform Leverage, PL's Satellite Boom, and XOM's Production Potential
This week’s picks cover: Why Alphabet can leverage its platforms to compound returns, how Planet Labs is positioned for growth in the earth observation industry, and why Exxon’s Guyana and South America operations could deliver upside.Neue Analyse • Jul 08
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Google trades at ~18× forward earnings — the cheapest among the Magnificent 7Seeking Alpha • Apr 28
Alphabet's Long Term Growth Story Remains Intact Despite Headwinds
Summary Google reported a strong Q1 FY25 with revenue and EPS exceeding analyst expectations, driven by robust Cloud growth and promising developments in AI. Despite rising costs in the Cloud segment and advertising headwinds, Google's strategic integration of Gemini and continued investment in data centers bolster its future growth potential. Google's valuation at 17.35x 2025 earnings estimates is attractive compared to peers, presenting a compelling risk-reward profile for long-term investors. I maintain a buy rating on Google, with potential for an upgrade to strong buy if economic conditions remain favorable and Search performance stays strong. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Alphabet: It's Just Too Cheap To Ignore Here
Summary Alphabet's stock has dropped significantly, presenting a potential buying opportunity around $140, despite uncertainties from the trade war and antitrust trial. Google's forward P/E ratio of 14-15 is very cheap, with EPS projections suggesting substantial upside, even in bearish scenarios. Wall Street analysts' price targets indicate significant upside potential, with the average target above $200, suggesting limited downside. Despite risks, Alphabet's growth prospects remain strong, potentially driving the stock price to $400-500 by 2030. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Investors Undervalue Alphabet's Monopoly And YouTube's Streaming Leadership
Summary Alphabet's dominance in Google Search, YouTube, and Google Cloud, along with emerging products like Gemini and Waymo, positions it as a tech giant worth owning. Despite market concerns about AI competition, Alphabet's integration of Gemini into Google Search and YouTube's growth potential highlight significant undervaluation. Alphabet's valuation metrics are the lowest among the Mag 7, with strong profitability and growth rates, making it an attractive investment. Regulatory scrutiny and competition risks exist, but Alphabet's monopolistic strengths and strategic investments in AI and cloud services justify a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
You're Unlikely To Get Alphabet Cheaper Than This
Summary Despite the challenging 1H 2025 for tech, I reiterate my "Buy" rating on Alphabet Inc., due to its current undervaluation and strong financial performance. Alphabet's Q4 and FY2024 results show impressive revenue and EPS growth, driven by strength in Google Search, Google Cloud, and YouTube advertising. Concerns about AI competition are overblown; Alphabet's core services and cloud segment continue to exhibit robust growth and profitability. I believe that as Alphabet's revenue structure keeps shifting to the Cloud, the business diversification created will help them mitigate most of the risks related to the potential search market. If the current consensus is revised downward by 5% instead of 10% from here, we'll see a fair value per share of ~$174.6, which is over 18% above today's price. So I think Alphabet stock is now unlikely to go down much lower from here. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Alphabet: 2 Reasons To Buy The Dip In This Incredible Long-Term Compounder (Rating Upgrade)
Summary Alphabet's excellent financial performance, including significant revenue and net income growth, along with copious share buybacks, showcase its potential as a long-term compounder. Despite fears around competition in AI and search, Alphabet's integrated, AI-powered products and services continue to drive user satisfaction and revenue growth. Current valuation metrics indicate GOOG is attractively priced, making it a compelling buy opportunity at ~5.8x sales and ~21x income. Given GOOG's robust growth, diversified revenue streams, and attractive valuation, we upgrade GOOG to a 'Strong Buy'. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Thank You President Trump, Alphabet Is Cheap Again
Summary President Trump's actions have caused market turmoil, creating buying opportunities especially in tech stocks like Alphabet, which I believe is undervalued. Alphabet's Google Search and YouTube segments show strong growth and profitability, driven by the shift to digital advertising and high user engagement. Alphabet's Cloud business has enormous growth potential, with scalable infrastructure and a significant competitive advantage in a market poised to expand rapidly. Alphabet's fair value is estimated at $211 per share, offering a 29% upside from current levels; I plan to build my position in tranches. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Wall Street Lunch: Nuclear Energy To Fuel Google's AI Growth
Summary Alphabet's deal with Kairos Power aims to deploy small modular reactors by 2030 to meet rising AI electricity needs, driving down costs through replication. Market correction seen as an opportunity to diversify portfolios, especially in overlooked S&P constituents, while reducing exposure to overvalued 'Mag Seven' stocks. Southwest Airlines to charge for checked luggage starting May 28, impacting long-time customers, while Verizon faces tough competition and demand challenges. Momentum factor, after a strong 2024, is entering a buy zone despite recent struggles, with top holdings including Apple, Meta, Nvidia, Broadcom, and JPMorgan Chase. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Alphabet: Google Cloud Is Taking Market Share From AWS And Azure
Summary Google Cloud is the only hyper-scaler out of the “big three” that gained market share in 2024, and leads in custom silicon. Statistics reveal that for every 1 Nvidia GPU deployed, Google deployed 9 custom TPUs. The 1:9 ratio is the best among the hyper-scalers in terms of self-reliance versus Nvidia dependency. However, there are also notable risks to Google’s approach to AI advancements, while rival Microsoft has already been making the right moves to mitigate similar risks. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Alphabet: A Solid Long-Term Buy On AI Infrastructure Growth
Summary Alphabet reported strong Q4 2024 results with 11.8% YoY revenue growth, driven by Google Services and Cloud segments, reaching $96.47 billion. The Cloud segment showed robust double-digit revenue growth during 2024, driven by GCP and AI solutions, contributing to a 14% annual topline growth, hitting $350 billion. Google's AI and search innovations, focus on enhancing cloud infrastructure cost efficiency for customers, and multiple strategic deals are expected to drive further growth in 2025 and beyond. Favorable mix shifts and gains from disciplined cost management should support margin growth in the quarters ahead. With a promising long-term outlook, the current valuation appears to be attractive to me, making GOOG a solid buy for investors with a long-term view. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Alphabet: Cheapest Mag 7 Stock With Bullish Growth Projections
Summary Alphabet stock has seen a bearish shift in sentiment after the recent earnings in which the company missed the revenue estimates and announced a big capex hike. The cloud segment also missed the estimate by showing $11.96 billion revenue instead of the estimated $12.19 billion. However, Alphabet could be one of the biggest beneficiaries from the DeepSeek story, as the company could show better efficiency in its AI investment. Alphabet’s Waymo growth is also very strong, and the company has planned rapid expansion of this service in 2025, which should be a tailwind for the overall bullish sentiment. Alphabet is the cheapest Mag 7 stock with a forward P/E ratio of only 18.2 for the fiscal year ending 2026, making it a good bet in the AI industry. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Alphabet: Shedding Light On The ROI Question And The ChatGPT Risk (Rating Upgrade)
Summary Google reported mixed Q4 earnings, as double-digit growth and improved margins were overshadowed by a cloud revenue miss and elevated capex plans. Both the ChatGPT and the ROI worries can be answered when digging a bit deeper into less-discussed metrics like 'Paid Clicks' and 'Performance Obligations'. Long-term investors should overcome the headline panic. There are clear facts showing AI is a huge opportunity with already positive ROI, and Google Search is only growing in dominance. At a low-20s multiple, Google is becoming a no-brainer in my view, leading to an upgrade to 'Strong Buy'. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Google Earnings: I'll Sit This One Out
Summary Google is set to release its earnings on Tuesday, February 4. At today's price, the stock is safe to hold but not likely to outperform. The company's upcoming earnings release appears set to meet analyst expectations, but not greatly exceed them. I wouldn't advise trades in Google stock ahead of earnings, as the stock is neither enticing enough to buy nor pricey enough that it absolutely must be sold. In this article, I make the case that Google stock is a classic hold. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
YouTube Could Be Google's Next Big Thing - Reiterating Buy
Summary I'm reiterating a buy on Google stock because I think the company has growth written all over it, not only in search engine and cloud computing position but also YouTube. The one-day TikTok ban put YouTube on the radar more seriously, and I think this is an underrated part of Google's business that is outpacing growth of its peers. YouTube Shorts' growing engagement should translate to a higher share of the short video market. Not to mention, Google's significant investment in AI, particularly the Gemini AI, aims to surpass competitors like OpenAI's ChatGPT in the rapidly evolving AI landscape. I share my thoughts on Google here, and why I see more upside ahead. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Google: Core Services In Focus As AI Threat Fades
Summary Google is showing a strong growth trajectory in the core search business segment, which shows an effective moat against new AI competition. Prior to the launch of ChatGPT, the Google Search segment reported close to $40 billion in revenue in Q3 2022, which increased to $49.3 billion in Q3 2024, or 25% growth. Google will likely face a bigger threat due to rapid growth in digital advertising market share by other players like Amazon, TikTok, and other players as advertisers gain greater options. Rapid revenue diversification away from search is the most promising trend for Google as cloud subscriptions. Google’s EPS estimate for the fiscal year ending Dec 2026 is $10.16, giving it a forward P/E ratio of only 19, which makes it one of the cheapest big tech stocks at the current price. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Google: Shifting The Narrative From Doubt To Conviction (Rating Upgrade)
Summary Alphabet's AI advancements, including a 90% reduction in machine costs, position it as a leading player in AI-driven search transformation. The company's financial health is robust, providing cover to transform its search business with AI. Google Cloud's 35% YoY revenue growth and expanding operating margins highlight its potential as a significant growth engine alongside search. Read the full article on Seeking AlphaSeeking Alpha • Dec 28
10 Stocks For 2025
Summary The outlook for U.S. stocks in 2025 is bright due to expected interest rate cuts and stable unemployment, boosting equity prices. President-elect Trump's tax cuts and deregulation plans should further stimulate equity prices, though tariffs could pose inflationary risks. Following Warren Buffett's buy and hold strategy, I recommend the same 10 stocks for 2025, which outperformed the S&P 500 in 2024. Key stock picks include Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Occidental Petroleum, Uber Technologies, and Vanguard S&P 500 ETF. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Google: Recent AI Breakthroughs Will Likely Boost FY2025 Revenue Consensus
Summary Alphabet Inc.'s stock surged on AI optimism, driven by recent AI developments, including Gemini 2.0 and quantum computing, laying a strong foundation for the "AI agentic" era. The rally was further supported by a strong 3Q FY2024 earnings report, with Google Cloud revenue growth and margins showing significant sequential improvement. Google Advertising revenue in 3Q exceeded management's prior outlook for softness in 2H FY2024, with growth showing sequential acceleration. Despite the recent rally, the P/E multiple is currently 5% lower than its historical average, driven by strong earnings growth that limits valuation expansion. I believe GOOGL's forward revenue consensus is underestimated, with an upside revision likely in the near term, supporting further stock potential. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Google: Loads Of Catalysts For Sale At 25x P/E
Summary Several key catalysts have been evolving around Alphabet Inc./Google since its Q3 earnings report. Positive catalysts include advancements in AI, quantum computing chips, and aggressive share repurchase programs. Negatives include the potential to divest Chrome and unbundle Android from other Google services. My assessment is the positives outweigh the negatives. I see good odds for the GOOGL market cap to surpass $3 trillion in 2 years or so. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Google: Still The Best Tech Mega-Cap Stock Entering 2025
Summary Alphabet's stock is undervalued with the lowest valuation multiples among mega-caps, despite strong fundamentals and impressive future prospects, warranting a Strong Buy rating. Q3 2024 results showed Alphabet's revenue at $88.3 billion and EPS at $2.12, beating expectations and demonstrating 15% sales growth and a 37% earnings increase. Alphabet's diversified business model, including strong performance in core search, Cloud, and YouTube, ensures continued growth and margin expansion, making it an attractive investment. Once the regulatory issues are addressed, the stock could experience a substantial surge thanks to a valuation reset. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
A Deep Dive Into Google's Main Business: The Search
Summary Google's search revenue remains dominant, growing from $70B in 2017 to almost $50B in the last quarter alone. AI-driven competitors like ChatGPT and Perplexity are gaining traction, potentially disrupting Google's market share in the search engine space. Google's global market share has declined slightly, but it remains the leader. Although Google is losing market share, they earn more money per user and benefit from the growing world population. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Alphabet: DOJ Decisions, OpenAI Threats, And Long-Term Growth
Summary Google's current share price presents a solid investment opportunity, as they are trading at a substantial discount to peers. The DOJ's claims against Chrome are weak; Chrome's market dominance doesn't equate to monopolistic behavior, and banning default search engine payments could potentially benefit Google's margins. OpenAI's potential browser launch poses a risk, but Google's resilience and brand loyalty offer confidence in defending its competitive position. YouTube could benefit from global regulatory scrutiny on other social media platforms, potentially capturing a larger share of the teenage demographic's attention and ad revenue. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
YouTube Is A Lot Bigger Than You Think
Summary YouTube's revenue is often underreported, I aim to fix this by calculating its subscription revenue. To gauge YouTube's margins I compare its expenses to that of Netflix. My Free Cash Flow valuation of Alphabet suggests a value of $210, leading me to assign them a BUY. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Google: Fantastic Setup For More Upside
Summary Google exceeded Q3 expectations with $74.5 billion in net revenues and a 34% YoY increase in operating income, driven by AI and cost management. Google Cloud's 35% YoY revenue growth and improved operating margin to 17% highlight its potential as a key growth driver alongside strong advertising revenue. Alphabet's strategic integration of AI across its product portfolio enhances user experiences and opens new monetization opportunities, positioning it for continued growth. Despite regulatory challenges and competition, GOOG's robust financial performance, reasonable valuation, and shareholder returns make it an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Google Q3: Management Remains Composed Amid AI Engine Threat (Rating Upgrade)
Summary Google's Q3 beat EPS by $0.27 and revenue by $2.05B. YouTube revenue over $50B; Cloud grew 35% YoY. Upgraded to Strong Buy; expecting 385% EV growth in 10 years. Valuation: WACC 10.38%; projecting 15% revenue CAGR to $1.416T by FY34. EBITDA margin expanding from 36.3% to 40% - FY34 EBITDA of $566.4B. Applying EV/EBITDA multiple of 17.5 for terminal value. AI rivals like ChatGPT threaten Google Search; Gemini lags. GOOG must enhance AI capabilities. Despite risks, diversification, and investments in AI and YouTube support a Strong Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Google: A Buy Ahead Of Earnings
Summary Google faces uncertainties in its core search business due to LLM tools and regulatory challenges, but remains a buy due to its current valuation. Despite potential disruptions from AI assistants, Google Search's revenue is expected to maintain momentum in the short term. Alphabet's diverse revenue streams, including YouTube and Waymo, provide additional growth opportunities and mitigate risks associated with its core business. Google's stock is undervalued with a forward P/E of 20.6x, offering an attractive entry point for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
There Is Still A Lot Of Potential In Google
Summary Alphabet's stock has risen by 28% since August 2023, underperforming the S&P 500's 32% return. The company operates in the business segments Services (Advertisement), Cloud and Others. We used a Bear-, Base- and Bull-Case scenario to evaluate the growth prospects and the profitability of each of Alphabet's business segments. Given this valuation method, the company could currently be undervalued by up to 80%. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
Google: Buy Before Earnings (Rating Upgrade)
Summary Alphabet's stock has seen recent downside volatility, recently pulling back to support levels, presenting a strong buying opportunity ahead of its next earnings report. Alphabet's Q2 earnings exceeded expectations with $1.89 per share and $84.74 billion in revenue, but YouTube's ad revenue fell short of estimates. Alphabet's forward P/E ratio of 21.5x is attractive compared to other Mag 7 companies, suggesting the stock is undervalued and has room to grow. Potential resistance zones have formed near $170.30 and $176.30, with upside potential outweighing downside risks, favoring a bullish outlook for GOOG shares going forward. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Google Needs To Scale Cloud Or Fall Behind
Summary Google’s cloud growth is strong but lags in profitability compared to peers. Scaling data center capacity may improve margins. Google’s AI integration in search, cloud, and advertising enhances productivity and profitability, with significant growth in Google Cloud and YouTube ad revenue. Google’s Vertex AI and Mandiant security integration strengthen its cloud offerings, appealing to developers and enterprises leveraging AI applications. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Google: Don't Miss Out On A Golden Discount
Summary Alphabet Inc./Google's recent share price weakness is due to non-fundamental factors, and the company's strong fundamentals support a bullish outlook. Google's cloud business is outpacing competitors, and its robust financial position allows for aggressive investment in innovation, particularly in cloud and AI. The stock is attractively valued with a forward FY2025 P/E ratio below 20, and a DCF analysis suggests a fair value target price of $245 per share. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Google: The Scariest Big-Tech Trading After Summer Highs (Rating Downgrade)
Summary I have downgraded Google-Alphabet to Sell due to valuation concerns, rising regulatory risks, and a sharply deteriorating technical momentum pattern. Shares have underperformed the S&P 500 and NASDAQ 100 since early July, with net selling evident in indicators like the Ease-of-Movement calculation. Required capital expenditures for growth, particularly in AI, have negatively impacted free cash flow and investment attractiveness. Read the full article on Seeking AlphaSeeking Alpha • Sep 14
Google's Big, Hidden Advantages That Investors May Be Overlooking
Summary While most headlines lately have been surrounding Google’s Search business, investors may be overlooking the notable progress on the Google Cloud front. While the Cloud segment may appear more difficult to understand than the Search side, we break down in a simplified manner the key business growth opportunities beyond the perplexing terminologies. Once investors gain a clearer understanding of the Google’s latest wins driving future revenue opportunities, it becomes easier to grasp the more powerful AI growth story hidden beneath the surface. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Google: With Cloud Surging, Expect Bright Days Ahead
Summary The cloud computing market is a massive growth opportunity, with Alphabet's Google Cloud showing robust revenue and profit growth, making it a compelling investment. Despite a recent stock dip, Alphabet's long-term performance and forward pricing remain strong, justifying a continued 'buy' rating. Alphabet's overall revenue and profits are growing, driven by its Google Services and rapidly expanding Google Cloud segment. Alphabet is a GARP (growth-at-a-reasonable-price) opportunity with improving margins and attractive relative valuation compared to peers. Read the full article on Seeking AlphaSeeking Alpha • Aug 27
Google: Solid Business, But Regulatory Risks And Potential Recession
Summary Alphabet reported solid second quarter results and especially Google Services as well as Google Cloud contributed to growth. While the business is performing great, investors and analysts seem a little concerned about regulatory risks. However, the warning signs for a looming recession continue to increase and in such an environment, equities are usually not the best investment. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Google Leads The Autonomous Vehicle Race, A Strong Rationale For Considering Its Shares
Summary The global auto industry is stunned by Google's autonomous driving technology. Waymo leads in self-driving technology with commercial robotaxi operations. Alphabet's dominance in search and advertising faces antitrust issues, but the company remains a strong investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Aug 12
Google's Battle To Maintain Supremacy
Summary Alphabet's Q2 2024 revenue reached $85 billion, a 14% year-over-year increase, driven by growth in Google Cloud and AI integration. Google Cloud revenue surged by 29% YoY to $10.35 billion, marking its first-ever $1 billion in quarterly operating income, with a margin of 11%. GOOG’s RSI dropped to 45, nearing oversold territory, with potential resistance at $175 and bullish solid momentum if it approaches $210. Alphabet's strategic investments in AI across its services, especially Google Search and Cloud, are critical to maintaining its market dominance and future growth. Read the full article on Seeking AlphaSeeking Alpha • Aug 04
Google: The Market Is Wrong
Summary Google's shares have depreciated in recent weeks despite exceeding Q2 earnings expectations. The company will likely continue to exceed expectations thanks to the implementation of new AI tools and expected higher advertising spending. At this stage, I believe that Google is a solid investment and its shares continue to account for a decent percentage of my overall portfolio. Read the full article on Seeking AlphaSeeking Alpha • Jul 29
Google Q2: Is AI Worth It?
Summary Alphabet, Inc./Google has rallied recently but faced a sell-off after earnings, with concerns about high AI costs and competition from Microsoft-backed Open AI. Questions are now being raised over the actual benefits of AI. If AI is overblown, then Google stock is undervalued. The company has diversified sources of revenue which will do well regardless of what AI does. Following a recent sell-off, Google's valuation is attractive, with low P/E and PEG ratios, making it a cheap investment option with diversified revenue sources. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
Google: The Pros And Cons For A Post-Q2 Share Price Surge
Summary Google is set to report earnings for the June quarter on July 23rd. On the positive: Strong commercial momentum for Search, YouTube, and Cloud expected in Q2, which may drive a topline beat. On the negative: Limited capital distribution upside and cost pressures may act as headwinds for post-Q2 share price surge. Overall, I remain "Buy" rated on Google stock, and continue to view shares as undervalued <$200. Read the full article on Seeking AlphaSeeking Alpha • Jul 10
Google's Stock Is Anything But Cheap
Summary The recent rally has made the stock significantly overvalued, which seems unreasonable given the steadily deteriorating market share in search. My valuation analysis suggests that the business's fair value is $1.7 trillion, which is approximately 27% lower than its current market capitalization. Google's overreliance on search poses a secular problem for investors, as generative AI shows signs of disrupting the search industry. In the new era of generative AI, Google's position is weaker as it lags behind OpenAI's ChatGPT, with competition set to intensify. Read the full article on Seeking AlphaSeeking Alpha • Jun 28
YouTube And Google Cloud Promise To Power Continued Share Gains For Alphabet
Summary YouTube and Google Cloud are poised to deliver strong EPS growth for Alphabet in coming years. YouTube Premium could grow YouTube's revenue to $25 billion per quarter by 2027, and low incremental costs with that offering should improve the Services margin mix materially. Cloud is only starting to contribute to the bottom line, and with strong product adoption, we expect YoY growth to remain robust for the foreseeable future. Despite this outlook, GOOG shares are reasonably priced, and the company is the cheapest big tech name out there. We re-iterate our 'Buy' rating on the stock. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
Alphabet: How It Thrives In A Generative AI World
Summary Alphabet may finally be getting the AI love it deserves, with strong growth in online advertising and cloud services. Disruption to search may impact adoption among younger generations, but the company may be able to further monetize existing users. The stock remains substantially undervalued relative to my long term valuation estimates. Read the full article on Seeking AlphaNeue Analyse • Dec 23
Google Search Continues to Dominate + Google Cloud Grows
Google Services – 88% of revenuesGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 678,161 | 212,150 | 64,373 | 315,399 | 30 |
| 12/31/2027 | 574,468 | 177,678 | 28,321 | 252,101 | 54 |
| 12/31/2026 | 486,660 | 174,050 | 21,292 | 212,383 | 51 |
| 3/31/2026 | 422,498 | 160,208 | 64,429 | 174,353 | N/A |
| 12/31/2025 | 402,836 | 132,170 | 73,266 | 164,713 | N/A |
| 9/30/2025 | 385,476 | 124,251 | 73,552 | 151,424 | N/A |
| 6/30/2025 | 371,399 | 115,573 | 66,728 | 133,708 | N/A |
| 3/31/2025 | 359,713 | 110,996 | 74,881 | 132,601 | N/A |
| 12/31/2024 | 350,018 | 100,118 | 72,764 | 125,299 | N/A |
| 9/30/2024 | 339,859 | 94,269 | 55,823 | 105,101 | N/A |
| 6/30/2024 | 328,284 | 87,657 | 60,787 | 105,059 | N/A |
| 3/31/2024 | 318,146 | 82,406 | 69,111 | 107,085 | N/A |
| 12/31/2023 | 307,394 | 73,795 | 69,495 | 101,746 | N/A |
| 9/30/2023 | 297,132 | 66,732 | 77,618 | 106,445 | N/A |
| 6/30/2023 | 289,531 | 60,953 | 71,094 | 99,142 | N/A |
| 3/31/2023 | 284,612 | 58,587 | 61,910 | 89,898 | N/A |
| 12/31/2022 | 282,836 | 59,972 | 60,010 | 91,495 | N/A |
| 9/30/2022 | 282,113 | 66,990 | 62,542 | 92,815 | N/A |
| 6/30/2022 | 278,139 | 72,016 | 65,185 | 95,001 | N/A |
| 3/31/2022 | 270,334 | 74,539 | 68,985 | 97,469 | N/A |
| 12/31/2021 | 257,637 | 76,033 | 67,012 | 91,652 | N/A |
| 9/30/2021 | 239,210 | 70,618 | 65,659 | 89,395 | N/A |
| 6/30/2021 | 220,265 | 62,929 | 58,536 | 80,859 | N/A |
| 3/31/2021 | 196,682 | 51,363 | 50,744 | 72,962 | N/A |
| 12/31/2020 | 182,527 | 40,269 | 42,843 | 65,124 | N/A |
| 9/30/2020 | 171,704 | 35,713 | 34,020 | 56,874 | N/A |
| 6/30/2020 | 166,030 | 31,534 | 31,157 | 55,337 | N/A |
| 3/31/2020 | 166,677 | 34,522 | 29,056 | 53,971 | N/A |
| 12/31/2019 | 161,857 | 34,343 | N/A | 54,520 | N/A |
| 9/30/2019 | 155,058 | 32,620 | N/A | 53,080 | N/A |
| 6/30/2019 | 148,299 | 34,744 | N/A | 50,824 | N/A |
| 3/31/2019 | 142,012 | 27,992 | N/A | 48,329 | N/A |
| 12/31/2018 | 136,819 | 30,736 | N/A | 47,971 | N/A |
| 9/30/2018 | 129,866 | 18,768 | N/A | 45,252 | N/A |
| 6/30/2018 | 123,898 | 16,308 | N/A | 41,914 | N/A |
| 3/31/2018 | 117,251 | 16,637 | N/A | 39,185 | N/A |
| 12/31/2017 | 110,855 | 12,662 | N/A | 37,091 | N/A |
| 9/30/2017 | 104,596 | 21,015 | N/A | 36,236 | N/A |
| 6/30/2017 | 99,275 | 19,344 | N/A | 36,209 | N/A |
| 3/31/2017 | 94,765 | 20,697 | N/A | 37,926 | N/A |
| 12/31/2016 | 90,272 | 19,478 | N/A | 36,036 | N/A |
| 9/30/2016 | 85,537 | 19,068 | N/A | 33,232 | N/A |
| 6/30/2016 | 81,761 | 17,986 | N/A | 29,532 | N/A |
| 3/31/2016 | 77,988 | 17,040 | N/A | 27,508 | N/A |
| 12/31/2015 | 74,989 | 16,348 | N/A | 26,572 | N/A |
| 9/30/2015 | 71,763 | 15,133 | N/A | 26,327 | N/A |
| 6/30/2015 | 69,611 | 14,078 | N/A | 26,176 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: GOOGDas prognostizierte Gewinnwachstum (11.3% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: GOOGDie Erträge des Unternehmens (11.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.4% pro Jahr).
Hohe Wachstumserträge: GOOGDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: GOOGDie Einnahmen des Unternehmens (14.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.4% pro Jahr).
Hohe Wachstumseinnahmen: GOOGDie Einnahmen des Unternehmens (14.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: GOOGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (24.7%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 19:29 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Alphabet Inc. wird von 100 Analysten beobachtet. 54 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Heasman | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |