DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Media
Author Program NEWCreate Narrative
GOOGL logo

Alphabet Inc. Stock Price

NasdaqGS:GOOGL Community·US$4.1t Market Cap
  • 26 Narratives written by author
  • 43 Comments on narratives written by author
  • 5209 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

GOOGL Share Price Performance

US$330.65
91.48 (38.25%)
​
US$427.89
Fair Value
US$330.65
91.48 (38.25%)
22.7% undervalued intrinsic discount
US$427.89
Fair Value
Price US$330.65
AnalystConsensusTarget US$427.89
tripledub US$202.62
rcb9 US$302.85
Wed, 13 May 26
Fair ValueUS$427.89
Share Pricen/a

GOOGL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$427.89 22.7% undervalued intrinsic discount

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

19users have liked this narrative
0users have commented on this narrative
1597users have followed this narrative
TR
tripledub
tripledub's
Fair Value
·
Fair Value US$202.62 63.2% overvalued intrinsic discount

Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.

20users have liked this narrative
3users have commented on this narrative
231users have followed this narrative
RC
rcb9's
Fair Value
·
Fair Value US$302.85 9.2% overvalued intrinsic discount

Negative Free Cash Flow For The First Time In A Second Quarter

3users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
GOOGL logo
Alphabet
9.2% overvalued intrinsic discount

Negative Free Cash Flow For The First Time In A Second Quarter

View narrative
RC
Emerging Author
rcb9
Published 5 Aug
Read Narrative
GOOGL logo
Alphabet
10.5% undervalued intrinsic discount

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

View narrative
JA
JacksonPlange
Published 20 Feb
Read Narrative
GOOGL logo
Alphabet
14.4% undervalued intrinsic discount

The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story

View narrative
WE
WealthAP
Recommended Voice
WealthAP
Updated 7 Jul
Read Narrative
GOOGL logo
Alphabet
Fairly Valued intrinsic discount

Alphabet will shine

View narrative
MA
mark05212
Published 21 Feb
Read Narrative
GOOGL logo
Alphabet
3.0% undervalued intrinsic discount

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

View narrative
MI
Michael_Dang
Michael_Dang
Published 24 Feb
Read Narrative
GOOGL logo
Alphabet
34.1% undervalued intrinsic discount

Wall Street Is Sleeping on Alphabet and the Math Says It Is 33 Percent Too Cheap

View narrative
DE
demi
Published 30 Jan
Read Narrative
GOOGL logo
Alphabet
63.2% overvalued intrinsic discount

Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.

View narrative
TR
tripledub
Recommended Voice
tripledub
Updated 3 Aug
Read Narrative
GOOGL logo
Alphabet
23.6% undervalued intrinsic discount

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

View narrative
OS
oscargarcia
oscargarcia
Updated 30 Apr
Read Narrative
GOOGL logo
Alphabet
24.3% undervalued intrinsic discount

Alphabet Inc. remains one of the most strategically positioned mega-cap platforms globally.

View narrative
KA
kapirey
kapirey
Published 11 May
Read Narrative
Load more narratives

Trending Discussion

LU
GOOGL logo

I bought it twenty years ago. had been I been calculating like you I'd be still waiting......

1
|
0
TH
GOOGL logo

From a valuation perspective you cannot apply Ben Graham & Warren Buffet's value investing model to today's tech businesses. Here' why. We are in a completely new capital market paradigm. In BG's era companies (old school businesses) fell into one of five main sectors: industrial, manufacturing, energy, financial & retail . These businesses were mostly capital heavy, had low gross margins (financials excepted), low FCF, limited expansion & diversification oppotunites, and - due to GAAP - modest and predicable EPS growth due to GAAP's requirement to write off capital investment over the useful life of the asset. Then the cycle started again. More capital invested etc. etc. Financials (old school banking) weren't that spectacular either because they were primarily funding old school businesses and consumer credit. Then along came technology in the early noughties. These new tech business (take GOOGL since you are trying to squeeze it into a BG era valuation paradigm) were initially capital heavy with R&D but once the IP was created and the R&D costs written off in the year it was incurred (GAAP so no ongoing depreciation charge or capital maintenance impacting EPS) they very quickly turned into cash cows with higher (a) gross & net margins, (b) y-o-y revenue growth, (c) FCF and (d) recurring/expanding revenue streams. In addition these new tech businesses built fortress balance sheets, wide moats (IP rights & switching costs) and high quality earnings. So, the market needed to recognise the financial impact of this unique type of business and apply a very different valuation paradigm to the old Graham & Buffet model. Today, this is the reason tech (like GOOG, NVDA, MSFT, AMZN, et al) trade at high multiples. It is not animal spirits or market over exuberance. It is however, the reason why tech is so sensitive (volatile) to interest rates because tech's higher multiples reflect the PV of higher future cash flows/revenue growth.

1
|
0
HE
GOOGL logo

TRUST PRASATY DINASTY THE HERITAGE

0
|
0

Recently Updated Narratives

RC
GOOGL logo

Negative Free Cash Flow For The First Time In A Second Quarter

Fair Value: US$302.85 9.2% overvalued intrinsic discount
20 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TR
tripledub
GOOGL logo

Two Months On, Google Is a Better Business at a Worse Price

Fair Value: US$202.62 63.2% overvalued intrinsic discount
231 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
5 likesusers have liked this narrative
WE
WealthAP
GOOGL logo

Alphabet May Transform into an AI Infrastructure Giant

Fair Value: US$386.43 14.4% undervalued intrinsic discount
135 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Undervalued with solid track record.

2 Risks
4 Rewards
View Full Analysis

Alphabet Inc. Key Details

US$445.9b

Revenue

US$174.3b

Cost of Revenue

US$271.5b

Gross Profit

US$27.4b

Other Expenses

US$244.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
19.96
60.90%
54.75%
15.6%
View Full Analysis

About GOOGL

Founded
1998
Employees
198933
CEO
Sundar Pichai
WebsiteView website
abc.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. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other enterprise services. The Other Bets segment sells transportation and internet services. Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California.

Recent GOOGL News & Updates

Recent updates

No updates

Alphabet Inc. Competitors

META logo

Meta Platforms

Symbol: NasdaqGS:META
Market cap: US$1.6t
NFLX logo

Netflix

Symbol: NasdaqGS:NFLX
Market cap: US$319.7b
DIS logo

Walt Disney

Symbol: NYSE:DIS
Market cap: US$181.4b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide