GOOGL Share Price Performance

GOOGL Community Fair Values

AN
AnalystConsensusTarget
Consensus Narrative from 52 Analysts
AI Adoption And Cloud Demand Will Boost Market Opportunity
Key Takeaways Accelerating AI adoption and innovation are driving increases in user engagement, search monetization, and sustained revenue growth across core businesses. Diversifying products and expanding globally, particularly in cloud services and subscriptions, are improving margins and strengthening long-term growth potential.
US$215.96
FV
12.4% undervalued intrinsic discount
11.18%
Revenue growth p.a.
17users have liked this narrative
1users have commented on this narrative
1212users have followed this narrative
2 days 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
29.5% undervalued intrinsic discount
9.00%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
Updated 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
10.9% undervalued intrinsic discount
13.47%
Revenue growth p.a.
76users have liked this narrative
1users have commented on this narrative
46users have followed this narrative
2 months ago author updated this narrative
ZW
Zwfis
Community Contributor
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.
US$228.21
FV
17.1% undervalued intrinsic discount
5.16%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
9 days ago author updated this narrative

View all narratives

Recent GOOGL News & Updates

No updates

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%

View full report ›

Alphabet Inc. Competitors

View more competitors

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: -2.7%
3 Months: 10.1%
1 Year: 17.7%
Year to Date: 5.9%

Over the past 7 days, the market has dropped 2.7% with the Financials sector contributing the most to the decline. In the last year, the market is actually up 18%. Earnings are forecast to grow by 15% annually. Market details ›

💥 How Agentic AI Could Change Every Industry

Richard Bowman

August 2025

This week, we’re diving deeper into the world of agentic AI. We’re zeroing in on the core technologies that make these intelligent agents actually reliably work. We explore what all this could mean for software, start-ups, and most importantly, the opportunities and risks each industry faces by adopting Agentic AI.

Last Week

Alphabet Stock Price

GOOGL Share Price Performance

GOOGL Community Fair Values

AI Adoption And Cloud Demand Will Boost Market Opportunity

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

Trends in Cloud and Advertising Will Deliver Steady Revenue Growth

Exciting Future for GOOGL with Cloud Revenue Boom and AI Advancements