Alphabet Inc. Stock Price

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.Read more

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.Read more

Alphabet Inc. is trading at roughly a 29.85x forward P/E right now.Read more

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more

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.Read more

Mi valoración sobre Alphabet, considerando los datos financieros y operativos específicos, se fundamenta en varios puntos clave. Se proyecta un crecimiento estimado del 10% anual durante los próximos tres años, lo cual sugiere una expectativa de expansión constante del negocio principal y las iniciativas emergentes de la compañía.Read more

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.Read more

Alphabet enters late February 2026 having successfully silenced the critics who predicted that Generative AI would cannibalize Google Search. By deeply integrating Gemini 2.0 into the core search experience, Alphabet has actually increased "intent-to-buy" metrics, allowing for higher ad-unit pricing.Read more

☁️Business Overview Key Metrics Total: 11.5/17 +2 ✅✅ Projected Operating Margin: 36.47% +1 ✅ Projected 5-Year Revenue CAGR: 11.50% +2 ✅✅ Last 5-Year ROIC: 26.80% +1 ✅ Estimated Cost of Capital: 10.24% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.53% +1 ✅ Projected 5-Year EPS CAGR: 13.22% +0 ⚠️ Projected 5-Year Dividend CAGR: 8.68% +1.5 ✅ Moody's Debt Rating: Aa2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Alphabet is a growing company presenting a projected solid revenue and EPS growth above 10%, a wide moat resulting in an operating margin between ~30-40% and good capital allocation displaying a return on its invested capital (ROIC) almost 3 times the estimated cost of capital. The fact that it has been buying back shares during the previous years is always nice to see.Read more