Alphabet Förvaltning
Förvaltning kriterier kontrolleras 4/4
Alphabet VD är Sundar Pichai, utsedd i Dec 2019, har en mandatperiod på 6.67 år. totala årliga ersättningen är $ 10.91M, bestående av 18.4% lön 81.6% bonusar, inklusive företagsaktier och optioner. äger direkt 0.031% av företagets aktier, värda $ 1.31B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.6 år respektive 16.3 år.
Viktig information
Sundar Pichai
Verkställande direktör
US$10.9m
Total ersättning
| VD-lön i procent | 18.41% |
| Anställning som VD | 6.7yrs |
| Ägande av VD | 0.03% |
| Ledningens genomsnittliga anställningstid | 6.6yrs |
| Styrelsens genomsnittliga mandatperiod | 16.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Aug 12
Alphabet's Blowout Q2 Confirmed The AI Stack Thesis And Shares Are Still Undervalued
Summary Alphabet (GOOGL) delivered a historic Q2 2026, with 24% YoY revenue growth to $119.8B and 82% YoY Cloud growth, affirming its AI leadership. GOOGL’s $514B Cloud backlog, expanding operating margins, and accelerating TPU system sales position it for multi-year earnings and revenue upside. Despite significant CapEx increases and new leverage, GOOGL’s robust cash flow and full-stack AI ecosystem de-risk forward estimates and support a bullish rating. I believe GOOGL remains undervalued at 20.68x 2028 earnings, with consensus underestimating backlog conversion, TPU ramp, and AI monetization potential. Read the full article on Seeking Alpha
Ny berättelse • Aug 05
Negative Free Cash Flow For The First Time In A Second Quarter
Correct the earnings line before anything else. Reported EPS of $9.11 contains $6.26 from unrealised gains on equity securities, per Alphabet's own footnote.
Uppdatering av berättelse • Aug 03
Two Months On, Google Is a Better Business at a Worse Price
In June I wrote that Alphabet was a wonderful business wearing a price tag that left the buyer nothing at all. The stock was about $362.
Uppdatering av berättelse • Jul 23
GOOGL: AI Infrastructure Buildout Will Drive Future Cloud And Platform Optionality
Alphabet's updated analyst price target framework edges lower to $360.92 per share as analysts weigh strong Q2 cloud and AI driven revenue trends against higher long term capital spending and margin pressure. Analyst Commentary Recent research on Alphabet highlights a split view, with many firms pointing to strong Q2 cloud and AI driven revenue trends while others flag rising capital intensity, margin pressure, and the impact of a higher 2026 capex framework on valuation and free cash flow expectations.
Uppdatering av berättelse • Jul 07
Alphabet May Transform into an AI Infrastructure Giant
AI Did Not Break Google. It Changed The Investment Question.Uppdatering av berättelse • 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.Ny berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Ny berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Ny berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...
Uppdatering av berättelse • Feb 07
FY2025
Updated with most recent 10-K.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$244b |
| Mar 31 2026 | n/a | n/a | US$160b |
| Dec 31 2025 | US$11m | US$2m | US$132b |
| Sep 30 2025 | n/a | n/a | US$124b |
| Jun 30 2025 | n/a | n/a | US$116b |
| Mar 31 2025 | n/a | n/a | US$111b |
| Dec 31 2024 | US$11m | US$2m | US$100b |
| Sep 30 2024 | n/a | n/a | US$94b |
| Jun 30 2024 | n/a | n/a | US$88b |
| Mar 31 2024 | n/a | n/a | US$82b |
| Dec 31 2023 | US$9m | US$2m | US$74b |
| Sep 30 2023 | n/a | n/a | US$67b |
| Jun 30 2023 | n/a | n/a | US$61b |
| Mar 31 2023 | n/a | n/a | US$59b |
| Dec 31 2022 | US$226m | US$2m | US$60b |
| Sep 30 2022 | n/a | n/a | US$67b |
| Jun 30 2022 | n/a | n/a | US$72b |
| Mar 31 2022 | n/a | n/a | US$75b |
| Dec 31 2021 | US$6m | US$2m | US$76b |
| Sep 30 2021 | n/a | n/a | US$71b |
| Jun 30 2021 | n/a | n/a | US$63b |
| Mar 31 2021 | n/a | n/a | US$51b |
| Dec 31 2020 | US$7m | US$2m | US$40b |
| Sep 30 2020 | n/a | n/a | US$36b |
| Jun 30 2020 | n/a | n/a | US$32b |
| Mar 31 2020 | n/a | n/a | US$35b |
| Dec 31 2019 | US$281m | US$650k | US$34b |
Ersättning vs marknad: Sundar s total kompensation ($USD 10.91M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.39M ).
Ersättning vs inkomst: Ersättningen från Sundar har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Sundar Pichai (53 yo)
6.7yrs
Anställning
US$10,906,079
Kompensation
Mr. Sundar Pichai is Chief Executive Officer at Alphabet Inc. since December 2019. Mr. Pichai has been the Chief Executive Officer of Google Inc., since October 02, 2015. Mr. Pichai leads the product manag...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 6.7yrs | US$10.91m | 0.031% $ 1.3b | |
| President & Chief Investment Officer | 2.9yrs | US$29.14m | 0.017% $ 727.4m | |
| Co-Founder & Director | 28.6yrs | US$1.00 | 3.18% $ 133.4b | |
| Co-Founder & Director | 28.6yrs | US$1.00 | 5.88% $ 246.7b | |
| Senior VP & CFO | 2.1yrs | US$31.26m | 0.0011% $ 47.4m | |
| President of Global Affairs | 6.6yrs | US$29.14m | 0.00078% $ 32.7m | |
| Senior Vice President & Chief Business Officer of Google | 11yrs | US$42.20m | 0.0076% $ 316.7m | |
| Principal Accounting Officer | less than a year | inga uppgifter | 0.00025% $ 10.5m | |
| Chief Scientist | no data | inga uppgifter | inga uppgifter | |
| Head of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief People Officer | no data | inga uppgifter | inga uppgifter | |
| VP & Head of Design for all Hardware Products | no data | inga uppgifter | inga uppgifter |
6.6yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren ledning: GOOGL s ledningsgrupp är erfaren och erfaren ( 6.6 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 9.1yrs | US$10.91m | 0.031% $ 1.3b | |
| Co-Founder & Director | 27.9yrs | US$1.00 | 3.18% $ 133.4b | |
| Co-Founder & Director | 27.9yrs | US$1.00 | 5.88% $ 246.7b | |
| Independent Director | 27.3yrs | US$437.40k | 0.33% $ 13.9b | |
| Independent Director | 27.8yrs | US$437.40k | 0.039% $ 1.6b | |
| Independent Chairman | 22.3yrs | US$617.53k | 0.00019% $ 8.0m | |
| Independent Director | 7.3yrs | US$437.40k | 0.00026% $ 10.9m | |
| Independent Director | 6.7yrs | US$437.40k | 0.00015% $ 6.3m | |
| Independent Director | 10.2yrs | US$462.40k | 0.00051% $ 21.4m | |
| Independent Director | 4.1yrs | US$437.40k | inga uppgifter |
16.3yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder
Erfaren styrelse: GOOGL s styrelse är rutinerade och erfaren ( 16.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/13 15:15 |
| Aktiekurs vid dagens slut | 2026/08/13 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Alphabet Inc. bevakas av 98 analytiker. 54 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |