Alphabet 향후 성장
Future 기준 점검 3/6
Alphabet (는) 각각 연간 11.4% 및 14.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.3% 로 예상됩니다.
핵심 정보
11.4%
이익 성장률
10.51%
EPS 성장률
| Interactive Media and Services 이익 성장 | 12.5% |
| 매출 성장률 | 14.9% |
| 향후 자기자본이익률 | 24.32% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 30 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Jun 29
Alphabet: The Path To $576/Share
Summary Alphabet is aggressively doubling CapEx to $180B–$190B, targeting AI and cloud infrastructure expansion amid shifting market skepticism. Google Cloud sales are accelerating (45% YoY TTM), margins are expanding, and enterprise AI adoption is gaining momentum, supporting the CapEx thesis. Despite a forward P/E of 24x, consensus forecasts suggest up to 70% share price upside by 2030 if GOOGL maintains its valuation premium. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.
새로운 내러티브 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • Feb 07
FY2025
Updated with most recent 10-K.내러티브 업데이트 • Feb 02
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.내러티브 업데이트 • Jan 19
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.내러티브 업데이트 • Jan 09
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.내러티브 업데이트 • Jan 05
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.내러티브 업데이트 • Dec 15
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.내러티브 업데이트 • Dec 01
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.내러티브 업데이트 • Nov 17
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.내러티브 업데이트 • Nov 15
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.내러티브 업데이트 • Nov 04
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.내러티브 업데이트 • Nov 03
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.분석 기사 • Oct 30
Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks
This week’s picks cover: Why Alphabet’s Anthropic deal could justify a re-rating higher, how Flower Foods' turnaround plans support the >7% dividend yield, and why TMX Group is a reliable high-quality compounder at a fair price.내러티브 업데이트 • Oct 25
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.내러티브 업데이트 • Oct 20
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.내러티브 업데이트 • Oct 05
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.내러티브 업데이트 • Sep 20
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.분석 기사 • Sep 19
Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%
Despite an already strong run, Alphabet Inc. ( NASDAQ:GOOGL ) shares have been powering on, with a gain of 26% in the...내러티브 업데이트 • Sep 04
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.분석 기사 • Jul 31
Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings
Despite posting some strong earnings, the market for Alphabet Inc.'s ( NASDAQ:GOOGL ) stock hasn't moved much. Our...
새로운 내러티브 • Jul 24
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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 683,060 | 214,573 | 56,664 | 316,736 | 32 |
| 12/31/2027 | 582,103 | 179,813 | 25,221 | 253,453 | 51 |
| 12/31/2026 | 487,980 | 173,675 | 21,976 | 211,668 | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: GOOGL 의 연간 예상 수익 증가율(11.4%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: GOOGL 의 연간 수익(11.4%)이 US 시장(18.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: GOOGL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: GOOGL 의 수익(연간 14.9%)이 US 시장(연간 12.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: GOOGL 의 수익(연간 14.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: GOOGL의 자본 수익률은 3년 후 24.3%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/01 03:59 |
| 종가 | 2026/07/01 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Alphabet Inc.는 98명의 분석가가 다루고 있습니다. 이 중 51명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |