GOOGL Share Price Performance

GOOGL Community Fair Values

AN
AnalystConsensusTarget
Consensus Narrative from 52 Analysts
AI Cloud And Waymo Services Will Expand Future Capabilities
Key Takeaways Alphabet's strategic focus on AI advancements and infrastructure improvements enhances operational efficiency and positions the company for increased revenue and net margins. Growth in subscription services and Google Cloud signifies strong scalable revenue streams, with potential long-term diversification through Waymo and innovative advertising tools.
US$205.96
FV
6.5% undervalued intrinsic discount
10.55%
Revenue growth p.a.
17users have liked this narrative
1users have commented on this narrative
1206users have followed this narrative
6 days ago author updated this narrative
MI
MichaelP
Content Lead
Trends in Cloud and Advertising Will Deliver Steady Revenue Growth
Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.
US$212.34
FV
9.3% undervalued intrinsic discount
13.47%
Revenue growth p.a.
76users have liked this narrative
1users have commented on this narrative
44users have followed this narrative
2 months ago author updated this narrative
BL
BlackGoat
Community Contributor
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight (clone)
This narrative is a clone of the one written on July 7th for Alphabet’s secondary listing, GOOG. Summary Google trades at ~18× forward earnings — the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes — including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B — now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling — a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns.
US$268.42
FV
28.3% undervalued intrinsic discount
9.00%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
7 days ago author updated this narrative
IN
Investingwilly
Community Contributor
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 is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).
US$237.43
FV
18.9% undervalued intrinsic discount
18.03%
Revenue growth p.a.
33users have liked this narrative
18users have commented on this narrative
188users have followed this narrative
3 months ago author updated this narrative

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Recent GOOGL News & Updates

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Alphabet Inc. Key Details

Last Reported Earnings

Jun 30, 2025

Next Reporting Earnings

n/a

Earnings per share (EPS): 9.56
Gross Margin: 58.94%
Net Profit Margin: 31.12%
Debt/Equity Ratio: 6.8%

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Alphabet Inc. Competitors

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About GOOGL

Founded: 1998
Employees: 187103
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 the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers AI infrastructure, Vertex AI platform, cybersecurity, data and analytics, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.

U.S. Market Performance

7 Days: 1.5%
3 Months: 15.5%
1 Year: 17.7%
Year to Date: 8.7%

The market is up 1.5% over the last week, with the Information Technology sector leading the way, up 1.7%. In the last year, the market has climbed 18%. As for the next few years, earnings are expected to grow by 15% per annum. Market details ›

Who Will Win In The Age Of Agentic AI

Bailey Pemberton

July 2025

Companies across the globe are beginning to pay attention to agentic AI. It’s also a term you’re likely to hear a lot during earnings season. In fact, it came up 26 times during...

Last Week

Alphabet Stock Price

GOOGL Share Price Performance

GOOGL Community Fair Values

AI Cloud And Waymo Services Will Expand Future Capabilities

Trends in Cloud and Advertising Will Deliver Steady Revenue Growth

Alphabet: The Under-appreciated Compounder Hiding in Plain Sight (clone)

The Most Undervalued of the Magnificent 7