Alphabet (GOOGL) Resumen de Acciones
Alphabet Inc. ofrece diversos productos y plataformas en Estados Unidos, Europa, Oriente Medio, África, Asia-Pacífico, Canadá y América Latina. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
GOOGL Community Fair Values
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Analyst Price Targets
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Competidores de Alphabet Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$349.39 |
| Máximo en las últimas 52 semanas | US$408.61 |
| Mínimo de 52 semanas | US$235.84 |
| Beta | 1.22 |
| Cambio en 1 mes | 1.01% |
| Variación en 3 meses | -6.39% |
| Cambio de 1 año | 38.86% |
| Variación en 3 años | 152.80% |
| Variación en 5 años | 151.87% |
| Variación desde la OPV | 13,828.94% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • Sep 11
Alphabet: Chips War Is Now In Its Favor
Summary Alphabet's (GOOGL) summer slump has deepened, lagging in the AI model race behind OpenAI and Anthropic, with Meta's new Muse agent intensifying competition. GOOGL's strategic focus is now on Google Cloud and its TPU hardware, offering superior price-performance and potential revenue diversification beyond advertising. TPU sales and infrastructure optionality are positioned as critical growth drivers, with Wall Street projecting up to $730 billion in revenue by FY2028. I maintain a Buy rating, seeing the current valuation closer to historical averages as a timely entry point before a potential TPU-driven turnaround accelerates. Read the full article on Seeking Alpha
Nueva narrativa • Aug 05
Negative Free Cash Flow For The First Time In A Second Quarter
Correct the earnings line before anything else. Reported EPS of $9.11 contains $6.26 from unrealised gains on equity securities, per Alphabet's own footnote.
Actualización de narrativa • Aug 03
Two Months On, Google Is a Better Business at a Worse Price
In June I wrote that Alphabet was a wonderful business wearing a price tag that left the buyer nothing at all. The stock was about $362.
Actualización de narrativa • Jul 23
GOOGL: AI Infrastructure Buildout Will Drive Future Cloud And Platform Optionality
Alphabet's updated analyst price target framework edges lower to $360.92 per share as analysts weigh strong Q2 cloud and AI driven revenue trends against higher long term capital spending and margin pressure. Analyst Commentary Recent research on Alphabet highlights a split view, with many firms pointing to strong Q2 cloud and AI driven revenue trends while others flag rising capital intensity, margin pressure, and the impact of a higher 2026 capex framework on valuation and free cash flow expectations.
Actualización de narrativa • Jul 07
Alphabet May Transform into an AI Infrastructure Giant
AI Did Not Break Google. It Changed The Investment Question.Actualización de narrativa • Jun 12
GOOGL: AI Infrastructure Capex And Legal Overhangs Will Shape Future Upside Potential
Alphabet's updated fair value estimate has moved from $267.91 to $368.41 per share as analysts factor in higher forecast profit margins, a richer future P/E of about 30.8x linked to growing confidence in AI driven products and cloud demand, and recent Street research that frames the large AI infrastructure funding plans as supportive of the long term thesis, despite a slightly higher discount rate and a more measured revenue growth outlook. Analyst Commentary Recent research shows a split view on Alphabet, with many firms lifting price targets on the back of AI products, cloud demand and large capital plans, while a smaller group of bearish analysts highlights execution and risk factors tied to these same themes.Nueva narrativa • Jun 03
Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.
Ben Graham taught a generation of investors one sentence that has made more money than any chart ever printed. Price is what you pay.
Actualización de narrativa • May 29
GOOGL: AI Partnerships And Cloud Demand Will Drive Multi Year Re Rating
Alphabet's analyst price target has been raised from $443.00 to $493.30 as analysts factor in higher revenue growth assumptions, modestly stronger profit margins, and expectations for continued AI product traction following recent I/O announcements and broad price target increases across the Street. Analyst Commentary Recent research points to a clear tilt toward optimism on Alphabet, particularly around its AI roadmap and the potential for Gemini driven products to support the company across search, cloud and consumer services.
Actualización de narrativa • May 13
GOOGL: AI Capacity Buildout And Anthropic Ties Will Shape Balanced Outlook
Alphabet's updated analyst price target has moved higher to $427.89 from $375.79 as analysts adjust revenue growth, profit margin and long term P/E assumptions following a broad wave of recent target increases across the Street. Analyst Commentary Recent research on Alphabet is highly active, with a cluster of firms lifting price targets and a smaller group trimming targets or ratings.
Nueva narrativa • May 11
Alphabet Inc. remains one of the most strategically positioned mega-cap platforms globally.
Alphabet Inc. (GOOGL) – Investment Memorandum Date: May 2026 Prepared by: M365 Copilot (IB-style analysis) and kapirey 1.
Actualización de narrativa • Apr 30
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.Actualización de narrativa • 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.Actualización de narrativa • Apr 14
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.Actualización de narrativa • Mar 31
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.Actualización de narrativa • Mar 17
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.Actualización de narrativa • Mar 03
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.
Nueva narrativa • Feb 24
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.Nueva narrativa • Feb 21
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.Nueva narrativa • Feb 20
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.Actualización de narrativa • Feb 16
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.Artículo de análisis • Feb 14
Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations
Last week's profit announcement from Alphabet Inc. ( NASDAQ:GOOGL ) was underwhelming for investors, despite headline...Rentabilidad de los accionistas
| GOOGL | US Interactive Media and Services | Mercado US | |
|---|---|---|---|
| 7D | 3.2% | 4.4% | -1.5% |
| 1Y | 38.9% | 16.8% | 13.3% |
Rentabilidad vs. Industria: GOOGL superó a la industria US Interactive Media and Services, que obtuvo un rendimiento del 16.8% el año pasado.
Rentabilidad vs. Mercado: GOOGL superó al mercado US, que obtuvo un rendimiento del 13.3% el año pasado.
Volatilidad de los precios
| GOOGL volatility | |
|---|---|
| GOOGL Average Weekly Movement | 5.2% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: GOOGL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de GOOGL (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | 198,933 | Sundar Pichai | abc.xyz |
Alphabet Inc. ofrece diversos productos y plataformas en Estados Unidos, Europa, Oriente Medio, África, Asia-Pacífico, Canadá y Latinoamérica. Opera a través de los segmentos Servicios de Google, Nube de Google y Otras apuestas. El segmento de Servicios de Google proporciona productos y servicios, incluidos anuncios, Android, Chrome, dispositivos, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search y YouTube.
Resumen de fundamentos de Alphabet Inc.
| Estadísticas fundamentales de GOOGL | |
|---|---|
| Capitalización bursátil | US$4.12t |
| Beneficios(TTM) | US$244.12b |
| Ingresos (TTM) | US$445.87b |
17.5x
Ratio precio-beneficio (PE)9.6x
Ratio precio-ventas (PS)¿Está GOOGL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de GOOGL | |
|---|---|
| Ingresos | US$445.87b |
| Coste de los ingresos | US$174.35b |
| Beneficio bruto | US$271.52b |
| Otros gastos | US$27.40b |
| Beneficios | US$244.12b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 19.96 |
| Margen bruto | 60.90% |
| Margen de beneficio neto | 54.75% |
| Ratio deuda/patrimonio | 15.6% |
¿Cómo se ha desempeñado GOOGL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.3%
Rentabilidad actual por dividendo4%
Ratio de pagos¿Paga GOOGL dividendos fiables?
Ver historial de dividendos e índices de referencia de GOOGL| fechas de dividendos de Alphabet | |
|---|---|
| Fecha ex dividendo | Sep 04 2026 |
| Fecha de pago de dividendos | Sep 14 2026 |
| Días hasta ex dividendo | 12 days |
| Días hasta la fecha de pago de dividendos | 2 days |
¿Paga GOOGL dividendos fiables?
Ver historial de dividendos e índices de referencia de GOOGLAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 15:00 |
| Precio de las acciones al final del día | 2026/09/14 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Alphabet Inc. está cubierta por 98 analistas. 51 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |