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Alphabet Inc.NasdaqGS:GOOGL Stock Report

Market Cap US$4.6t
Share Price
US$385.69
US$375.79
2.6% overvalued intrinsic discount
1Y135.1%
7D12.0%
Portfolio Value
View

Alphabet Inc.

NasdaqGS:GOOGL Stock Report

Market Cap: US$4.6t

Alphabet (GOOGL) Stock Overview

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. More details

GOOGL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance5/6
Financial Health5/6
Dividends0/6

GOOGL Community Fair Values

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See what 3324 others think this stock is worth. Follow their fair value or set your own to get alerts.

Community Contributor
US$7.43FV 50.1% undervalued intrinsic discount
36.8%Revenue growth p.a.
2.5k
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63
12d ago

Alphabet Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Alphabet
Historical stock prices
Current Share PriceUS$385.69
52 Week HighUS$386.76
52 Week LowUS$147.84
Beta1.13
1 Month Change29.69%
3 Month Change14.11%
1 Year Change135.13%
3 Year Change265.34%
5 Year Change227.98%
Change since IPO15,276.09%

Recent News & Updates

Recent updates

Alphabet Inc. Q1 2026: AI Infrastructure Bets Begin to Pay Off

Alphabet Inc. kicked off 2026 with a financial performance that silenced many skeptics regarding its massive capital expenditures in artificial intelligence.

Alphabet Earnings Preview: Q1 Earnings Hinge On Margins And The Cloud

Apr 28

GOOGL: Expanding AI Capacity And Anthropic Partnership Will Support Multi Year Re Rating

Analysts have lifted Alphabet's average price target by a mid to high double digit dollar amount, with the shift tied to higher implied revenue growth assumptions, a slight uptick in the discount rate, and fresh Street research that highlights Alphabet's AI capacity build out, advertising resilience, and broader AI centric use cases across both consumer and enterprise products. Analyst Commentary Recent Street research around Alphabet has centered on AI capacity, product execution across consumer and enterprise, and how those factors feed into valuation.

GOOGL: AI Capacity Expansion And Partnerships Will Drive Long Term Upside

Alphabet's analyst price target has been adjusted lower by about $1 to reflect a slightly higher discount rate, offset by modestly higher projected revenue growth and profit margins in updated models, with analysts still pointing to AI capacity, data advantages, and broader product monetization as key long term drivers. Analyst Commentary Recent research on Alphabet points to a mix of optimism around AI driven growth and capacity, alongside some caution related to valuation assumptions and legal or competitive risks tied to large platforms.

GOOGL: Expanding AI Partnerships With Apple And Walmart Will Support Multi Year Re Rating

Alphabet's updated narrative keeps fair value at $443 per share while incorporating Street price target moves such as Wells Fargo's recent lift to $397. This reflects analysts' focus on Gemini traction, AI capacity build out, and broad price target increases across the coverage group.

GOOGL: AI Partnerships And Compute Capacity Will Support Long Term Upside

Analysts have slightly increased their price target for Alphabet to about $377, reflecting broad Street support for the company's position in AI data, distribution, and compute, as well as recent partnership momentum around Gemini with major technology and retail platforms. Analyst Commentary Recent research points to a clear skew toward optimism on Alphabet, especially around its AI positioning, cloud trajectory, and a growing set of high profile partnerships.

GOOGL: AI Partnerships And Compute Expansion Will Drive Future Upside Potential

We are lifting our Alphabet fair value estimate from $330.24 to $376.86, as analysts highlight the company's growing AI role across consumer and enterprise, its expanding compute capacity, and its positioning in key partnerships with major tech and retail platforms as reasons to revisit long term growth and profitability assumptions. Analyst Commentary Street research on Alphabet over the past several weeks has been highly focused on AI, capital investment in compute, and the company’s position across both consumer and enterprise use cases.

Google - The world's first "Full Stack AI Sovereign"

When talking about AI models, people often think of the three core layers to it: The Chip (GPUs) - the hardware layer that allows parallel processing, allowing AI models to perform thousands of mathematical calculations and complex reasoning simultaneously. The Cloud - the infrastructure layer that allows developers to train and deploy the AI model at scale.

Alphabet will shine

Date: February 21, 2026 Subject: The AI Infrastructure Inflection Point Rating: BUY (Accumulate on Pullbacks) Intrinsic Value: $345.05 (Simply Wall St) | Current Price: ~$303.00 Executive Summary Alphabet Inc. (GOOGL) enters 2026 at a critical strategic junction.

Google Isn’t Just Search It’s Becoming the Internet’s Operating System

Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.

GOOGL: AI Partnerships And Easing Regulation Will Support Multi Year Re Rating

The analyst price target for Alphabet has been updated from $415.20 to $443.00. This reflects analysts' use of slightly lower discount rates, higher revenue growth and profit margin assumptions, and a modestly lower future P/E multiple supported by recent Street research highlighting Gemini partnerships and AI monetization potential.

Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

Feb 14
Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

FY2025

Updated with most recent 10-K.

GOOGL: AI Partnership Hype Will Outpace Real Cash Flow Benefits

Alphabet's updated analyst price target reflects a modest fair value adjustment to about $268 per share, with analysts pointing to stronger assumptions for revenue growth, profit margins, and AI related partnerships as key drivers behind the change. Analyst Commentary Across recent research, most commentary on Alphabet centers on AI partnerships, cloud adoption, and the role of Gemini in both consumer and enterprise products.

GOOGL: AI Partnerships Are Expected To Drive Multi Year Re Rating

Analysts have raised their implied fair value for Alphabet from about $291 to around $415 per share. This reflects higher assumed revenue growth, profit margins and a richer future P/E multiple as recent research points to growing confidence in Gemini driven partnerships and Google Cloud.

Alphabet (GOOGL): When Scale Meets Intelligence at the Infrastructure Level

Alphabet (NASDAQ: GOOGL) is often discussed through familiar lenses: Search dominance, YouTube advertising, or the long-term promise of AI. But that framing can undersell what Alphabet has quietly become.

GOOGL: AI Infrastructure Expansion And Regulatory Headwinds Will Shape Balanced Prospects

The analyst price target for Alphabet has been lifted by about US$6 to reflect updated views on its AI driven potential in Search, Cloud and custom TPUs, together with a slightly adjusted discount rate and modest tweaks to expected revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research around Alphabet clusters around two themes: its AI execution across Search, Cloud and proprietary chips, and how that may flow through to growth, margins and valuation.

GOOGL: AI Euphoria Will Likely Outrun Durable Cash Flow Realization

Analysts have lifted their fair value estimate for Alphabet from $185.00 to about $257.00 per share, citing a wave of higher Street price targets that reflect growing confidence in the company’s AI driven revenue acceleration, expanding profit margins, and rising valuation multiples for its cloud and search franchises. Analyst Commentary Recent research updates continue to skew positive for Alphabet, with a series of price target increases and new Buy and Outperform initiations framed around improving AI monetization, resilient search economics, and accelerating cloud growth.

GOOGL: AI And Cloud Initiatives Will Support Balanced Prospects Amid Competitive And Regulatory Shifts

Alphabet's fair value estimate has been raised to $323.70 from $318.24. Analysts point to sustained momentum in search, cloud, and artificial intelligence as drivers of solid revenue growth and margin improvements.

GOOGL: Future Profitability Will Be Driven By Expanding AI Monetization And Margin Improvement

Alphabet’s analyst price target has been raised from approximately $305.66 to $318.24, as analysts cite continued strength in AI-driven monetization, broad-based business outperformance, and higher projected margins and growth as key drivers for their increased valuation. Analyst Commentary Analysts have been active in updating their outlook on Alphabet, reflecting both confidence in the company's trajectory and consideration of potential risks.

Alphabet will ride the Buffett wave to unlock a higher future P/E valuation

1. Why Berkshire’s Investment Matters to Markets Even though Berkshire’s stake in Google isn’t large relative to Alphabet’s massive market cap, it carries powerful signalling value: Buffett’s “Quality Signal” → Higher Perceived Moat When Berkshire adds a company to its portfolio, markets generally interpret it as: The business has durable competitive advantages Long-term earnings power is strong Management quality is high Shareholder returns are likely to compound predictably For Alphabet, Berkshire’s move reinforces the idea that Google’s moat in AI, Search, YouTube, Android, Maps, and Cloud is still wide, durable, and undervalued relative to long-term earnings.

The Real Power Behind Alphabet’s Growth

Alphabet Stock: Record-Breaking Growth Meets AI Ad Risk Alphabet (NASDAQ: GOOGL, GOOG) just delivered one of the strongest quarters in its history — its first-ever $100 billion quarter. Revenue for Q3 2025 climbed 16% year over year to $102.3 billion , while EPS surged 35% to $2.87.

GOOGL: AI Platform Expansion And Cloud Demand Will Support Durable Performance Amid Competitive Pressures

Alphabet's fair value estimate has climbed from $252.73 to $305.66 per share. Analysts highlight stronger growth in core businesses, accelerating revenue from AI initiatives, and sustained margin strength, which are supporting higher price targets across the Street.

Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Oct 30
Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.

Anthropic and Google Cloud strike big AI chips deal Executive Summary Good news first: Alphabet Inc. (ticker: GOOGL/GOOG) has just struck a big deal with Anthropic, their cloud division (Google Cloud) will provide Anthropic with “tens of billions of dollars” of computing capability.

AI Adoption And Cloud Demand Will Boost Market Opportunity

Alphabet's analyst price target has been raised from approximately $242 to $253. This reflects increased confidence from analysts in ongoing margin expansion, resilient ad revenues, and Alphabet's leading position in artificial intelligence and cloud growth.

AI Adoption And Cloud Demand Will Boost Market Opportunity

Alphabet's fair value estimate has increased by approximately $7 to $241.59, as analysts cite ongoing AI advancements, the easing of regulatory headwinds, and stable growth in core metrics as factors underpinning the higher price target. Analyst Commentary Recent revisions and research show that market sentiment toward Alphabet has become increasingly constructive, though some points of skepticism remain.

AI Adoption And Cloud Demand Will Boost Market Opportunity

Alphabet’s consensus price target increased modestly from $231.48 to $234.23 as analysts cite relief from antitrust overhangs, strong AI and cloud momentum, and resilient search monetization—partially offset by valuation concerns following recent share gains. Analyst Commentary Bullish analysts cite Google's favorable antitrust court ruling as removing key regulatory overhangs, preserving core distribution agreements, and largely ruling out severe structural remedies, supporting higher price targets and potential multiple expansion.

Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

Sep 19
Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

AI Adoption And Cloud Demand Will Boost Market Opportunity

Analysts view the DOJ antitrust ruling as materially less punitive than expected, reducing regulatory risks and supporting Alphabet’s competitive positioning in search, AI, and cloud, leading to a constructive outlook and maintaining the consensus price target at $226.71. Analyst Commentary Bullish analysts are raising price targets as the recent DOJ antitrust remedy in the Google search case removes major regulatory overhangs, with remedies considered materially less punitive than feared and allowing Google to maintain key distribution and Traffic Acquisition Cost payments.

Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

Jul 31
Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

Exciting Future for GOOGL with Cloud Revenue Boom and AI Advancements

GOOGL is a stock that I am very excited about for multiple reasons. For this I will be talking and touching up on a lot of things that were released today in their Q2 2025 Earnings Report.

Alphabet Q1: The Top Risk-Averse Stock Positioned For A 2026 Boom

Apr 27

Alphabet: About That 'Cheap' P/E Ratio (Rating Upgrade)

Apr 20

Alphabet May Become The Largest Company In The World, Here's How

Apr 14

Mag 7 To Bag 7, But Alphabet Is A Sleeping Giant

Apr 01

Alphabet's Quantum Moonshot Contains Asymmetric Upside (Rating Upgrade)

Mar 26

Alphabet: Wiz Acquisition Marks Beginning Of 'The Software Age'

Mar 18

Google Stock: Why Now Could Be The Best Time To Buy Before It Soars

Mar 07

Alphabet: Next Great Dividend Growth Stock A Bargain Now

Feb 21

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)

Feb 11

Alphabet's Cloud and AI Potential to Boost Future Growth

Are there any products or services that could move sales or earnings meaningfully? Google Cloud and Waymo.

Google: Pichai Fumbles, Stock Tumbles, But There's A Silver Lining (Rating Upgrade)

Feb 05

Market Is Wrong About DeepSeek; Google Is A Huge Beneficiary

Jan 28

Innovation Powerhouse and the Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet

Google: 2 Reasons I Sold Some Shares, And 2 Reasons I Kept The Rest

Jan 16

Google: Bright Future Priced In

Dec 31

Shareholder Returns

GOOGLUS Interactive Media and ServicesUS Market
7D12.0%5.5%0.8%
1Y135.1%74.5%27.7%

Return vs Industry: GOOGL exceeded the US Interactive Media and Services industry which returned 74.5% over the past year.

Return vs Market: GOOGL exceeded the US Market which returned 27.7% over the past year.

Price Volatility

Is GOOGL's price volatile compared to industry and market?
GOOGL volatility
GOOGL Average Weekly Movement4.9%
Interactive Media and Services Industry Average Movement8.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: GOOGL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GOOGL's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1998190,820Sundar Pichaiabc.xyz

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

Alphabet Inc. Fundamentals Summary

How do Alphabet's earnings and revenue compare to its market cap?
GOOGL fundamental statistics
Market capUS$4.65t
Earnings (TTM)US$160.21b
Revenue (TTM)US$422.50b
29.2x
P/E Ratio
11.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GOOGL income statement (TTM)
RevenueUS$422.50b
Cost of RevenueUS$167.45b
Gross ProfitUS$255.05b
Other ExpensesUS$94.85b
EarningsUS$160.21b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)13.22
Gross Margin60.37%
Net Profit Margin37.92%
Debt/Equity Ratio16.2%

How did GOOGL perform over the long term?

See historical performance and comparison

Dividends

0.2%
Current Dividend Yield
5%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 16:18
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Alphabet Inc. is covered by 98 analysts. 53 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HeasmanAccountability Research Corporation
Richard KramerArete Research Services LLP
Rocco StraussArete Research Services LLP