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Alphabet Inc.NasdaqGS:GOOGL Stok Raporu

Piyasa Değeri US$3.6t
Hisse Fiyatı
US$305.46
US$376.95
19.0% değerinin altında içsel indirim
1Y111.1%
7D6.2%
Portföy Değeri
​
Görünüm

Alphabet Inc.

NasdaqGS:GOOGL Stok Raporu

Piyasa değeri: US$3.6t

Alphabet (GOOGL) Hisse Özeti

Alphabet Inc. Amerika Birleşik Devletleri, Avrupa, Orta Doğu, Afrika, Asya-Pasifik, Kanada ve Latin Amerika'da çeşitli ürünler ve platformlar sunmaktadır. Daha fazla detay

Ödüller

Adil değer tahminimizden 9% daha düşük bir oranda işlem görüyor

Kazançların yılda 11.91% oranında artması öngörülüyor

Kazançlar geçen yıl 32% oranında arttı

Analistler hisse senedi fiyatının 23.2% oranında artacağı konusunda hemfikir

Risk Analizi

Yüksek düzeyde nakit olmayan kazançlar


GOOGL Community Fair Values

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GOOGL logo
Alphabet

Positioned globally, partnered locally

Summary: Google has positioned itself behind their concept of mass investment + strategic partnership to power their AI development and infrastructure. Their ad services follows closely behind while their main focus in the mobile phone market is controlling the Android ecosystem, making strategic entries with Pixel units while attempting to innovate with their aging YouTube platform to keep up with other streaming/video publishing rivals.
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US$390.19
FV
21.7% değerinin altında içsel indirim
15.00%
Revenue growth p.a.
282
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
GOOGL logo
Alphabet

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.
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US$340.74
FV
10.4% değerinin altında içsel indirim
16.00%
Revenue growth p.a.
354
users have viewed this narrative
6users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
GOOGL logo
Alphabet

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.
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US$369.52
FV
17.3% değerinin altında içsel indirim
12.29%
Revenue growth p.a.
227
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
GOOGL logo
Alphabet

Alphabet - A Fundamental and Historical Valuation

☁️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.
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US$274.43
FV
11.3% aşırı değerlenmiş içsel indirim
9.06%
Revenue growth p.a.
412
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
GOOGL logo
Alphabet

Regulatory Pressures And Competitive Threats Will Shackle Future Prospects

Key Takeaways Intensifying regulatory scrutiny, privacy laws, and antitrust challenges threaten Alphabet's data-driven advertising, limiting future growth and squeezing margins through rising compliance costs. Competition from alternative platforms and rivals in digital advertising and AI may erode Google's dominance, risking weaker ad revenue and increased pressure on profitability.
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US$267.91
FV
14.0% aşırı değerlenmiş içsel indirim
11.98%
Revenue growth p.a.
683
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
26users have followed this narrative
GOOGL logo
Alphabet

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.
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US$228.21
FV
33.9% aşırı değerlenmiş içsel indirim
5.16%
Revenue growth p.a.
799
users have viewed this narrative
11users have liked this narrative
3users have commented on this narrative
19users have followed this narrative
GOOGL logo
Alphabet

GOOGL Valuation

Looking ahead, I believe Alphabet's net profit margin will likely stabilize in the 20-25% range over the next five years, with potential for modest improvement: Alphabet's core advertising business faces some headwinds from increasing competition and a maturing market, which could pressure margins. However, the company is showing more cost discipline with slowing headcount growth and office space optimization, which should help support profitability 3 7.
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US$165.53
FV
84.5% aşırı değerlenmiş içsel indirim
10.00%
Revenue growth p.a.
578
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
GOOGL logo
Alphabet

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

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.
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US$386.43
FV
21.0% değerinin altında içsel indirim
11.73%
Revenue growth p.a.
3.9k
users have viewed this narrative
20users have liked this narrative
1users have commented on this narrative
68users have followed this narrative
GOOGL logo
Alphabet

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).
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US$237.43
FV
28.7% aşırı değerlenmiş içsel indirim
18.03%
Revenue growth p.a.
12.1k
users have viewed this narrative
33users have liked this narrative
18users have commented on this narrative
183users have followed this narrative
GOOGL logo
Alphabet

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.
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US$331.48
FV
7.8% değerinin altında içsel indirim
9.00%
Revenue growth p.a.
270
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
GOOGL logo
Alphabet

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

Alphabet Inc. is trading at roughly a 29.85x forward P/E right now.
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US$502.05
FV
39.2% değerinin altında içsel indirim
26.00%
Revenue growth p.a.
23
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
GOOGL logo
Alphabet

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

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.
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US$340
FV
10.2% değerinin altında içsel indirim
17.36%
Revenue growth p.a.
8.9k
users have viewed this narrative
21users have liked this narrative
6users have commented on this narrative
153users have followed this narrative
GOOGL logo
Alphabet

The Real Power Behind Alphabet’s Growth

Alphabet’s Q3 2024 results reveal an impressive 15% revenue growth to $88.3 billion, driven by robust ad revenue and a 35% surge in Google Cloud. With strong gains across Search, YouTube, and AI-powered enterprise solutions, Alphabet remains a leader in digital advertising and next-gen tech, pushing margins higher amidst fierce competition.
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US$192.54
FV
58.6% aşırı değerlenmiş içsel indirim
7.00%
Revenue growth p.a.
2k
users have viewed this narrative
4users have liked this narrative
1users have commented on this narrative
32users have followed this narrative
GOOGL logo
Alphabet

A Fracturing Search Market and Lack of Monetization Will Slow Revenue Growth

Key Takeaways Alphabet has challenges in its search business unaccounted for by investors Alphabet’s best bet is to focus on the Cloud, but it’s an uphill battle AI will contribute to revenue growth, but profitability may come later Cloud and AI industries to grow, but analysts may have extrapolated too much Catalysts Company Catalysts AI Moat Lies In Proprietary Data Not Models A leaked Google internal memo outlines some controversial thinking inside the company. The anonymous employee argues that smaller peers are rapidly producing Large Language Models (LLM) models that can yield comparable results to Bard and GPT-4, with the added benefit of being cheaper to produce.
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US$216.56
FV
41.1% aşırı değerlenmiş içsel indirim
10.00%
Revenue growth p.a.
1.1k
users have viewed this narrative
52users have liked this narrative
14users have commented on this narrative
35users have followed this narrative
GOOGL logo
Alphabet

I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59

Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
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US$171.36
FV
78.3% aşırı değerlenmiş içsel indirim
10.00%
Revenue growth p.a.
857
users have viewed this narrative
9users have liked this narrative
0users have commented on this narrative
51users have followed this narrative
GOOGL logo
Alphabet

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.
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US$212.34
FV
43.9% aşırı değerlenmiş içsel indirim
13.47%
Revenue growth p.a.
1.1k
users have viewed this narrative
76users have liked this narrative
1users have commented on this narrative
39users have followed this narrative
GOOGL logo
Alphabet

Google Search Continues to Dominate + Google Cloud Grows

Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.
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US$183.95
FV
66.1% aşırı değerlenmiş içsel indirim
10.00%
Revenue growth p.a.
853
users have viewed this narrative
6users have liked this narrative
2users have commented on this narrative
16users have followed this narrative
GOOGL logo
Alphabet

Alphabet's Growth to Surge with Revenue Up 9%

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.
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US$213.62
FV
43.0% aşırı değerlenmiş içsel indirim
10.00%
Revenue growth p.a.
46
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
View Stock Community
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Eva Live

Is this the AI replacing marketing professionals?

Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read more

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2.3k
users have viewed this narrative
12users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
US$7.43
47.2% değerinin altında içsel indirim
Fair Value
Revenue
36.8% p.a.
Profit Margin
25%
Future PE
20x
Price in 2031
US$11.97

Alphabet Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Alphabet
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$305.46
52 Haftanın En Yüksek SeviyesiUS$349.00
52 Haftanın En Düşük SeviyesiUS$143.03
Beta1.13
1 Aylık Değişim2.32%
3 Aylık Değişim-5.13%
1 Yıllık Değişim111.10%
3 Yıllık Değişim189.95%
5 Yıllık Değişim170.99%
Halka arzdan bu yana değişim12,077.61%

Son Haberler & Güncellemeler

Alphabet's Two Down Gaps Are Screaming 'Buy'

Apr 06

Recent updates

Alphabet's Two Down Gaps Are Screaming 'Buy'

Apr 06

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.

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.

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.

Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

Feb 14
Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Oct 30
Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

Sep 19
Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

Jul 31
Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

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.

Results: Alphabet Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Apr 28
Results: Alphabet Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Alphabet Q1: The Top Risk-Averse Stock Positioned For A 2026 Boom

Apr 27

Alphabet: About That 'Cheap' P/E Ratio (Rating Upgrade)

Apr 20

Alphabet May Become The Largest Company In The World, Here's How

Apr 14

Mag 7 To Bag 7, But Alphabet Is A Sleeping Giant

Apr 01

Alphabet's Quantum Moonshot Contains Asymmetric Upside (Rating Upgrade)

Mar 26

Alphabet: Wiz Acquisition Marks Beginning Of 'The Software Age'

Mar 18

Google Stock: Why Now Could Be The Best Time To Buy Before It Soars

Mar 07

Alphabet: Next Great Dividend Growth Stock A Bargain Now

Feb 21

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)

Feb 11

Alphabet's Cloud and AI Potential to Boost Future Growth

Are there any products or services that could move sales or earnings meaningfully? Google Cloud and Waymo.

Google: Pichai Fumbles, Stock Tumbles, But There's A Silver Lining (Rating Upgrade)

Feb 05

Market Is Wrong About DeepSeek; Google Is A Huge Beneficiary

Jan 28

Innovation Powerhouse and 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

Google: 2 Reasons I Sold Some Shares, And 2 Reasons I Kept The Rest

Jan 16

Google: Bright Future Priced In

Dec 31

Google Says Don't Underestimate Me

Dec 23

Step Aside AI, Google's Quantum Computer Is Here

Dec 10

Hissedar Getirileri

GOOGLUS Interactive Media and ServicesUS Pazar
7D6.2%4.5%1.2%
1Y111.1%66.6%32.8%

Getiri vs. Endüstri: GOOGL geçen yıl % 66.6 oranında getiri sağlayan US Interactive Media and Services sektörünü aştı.

Getiri vs Piyasa: GOOGL geçen yıl % 32.8 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is GOOGL's price volatile compared to industry and market?
GOOGL volatility
GOOGL Average Weekly Movement3.8%
Interactive Media and Services Industry Average Movement7.9%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.3%

İstikrarlı Hisse Senedi Fiyatı: GOOGL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: GOOGL 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
1998190,820Sundar Pichaiabc.xyz

Alphabet Inc. Amerika Birleşik Devletleri, Avrupa, Orta Doğu, Afrika, Asya-Pasifik, Kanada ve Latin Amerika'da çeşitli ürünler ve platformlar sunmaktadır. Google Hizmetleri, Google Cloud ve Diğer Bahisler segmentleri aracılığıyla faaliyet göstermektedir. Google Hizmetleri segmenti, reklamlar, Android, Chrome, cihazlar, Gmail, Google Drive, Google Haritalar, Google Fotoğraflar, Google Play, Arama ve YouTube dahil olmak üzere ürün ve hizmetler sunmaktadır.

Alphabet Inc. Temel Bilgiler Özeti

Alphabet'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
GOOGL temel i̇stati̇sti̇kler
Piyasa değeriUS$3.62t
Kazançlar(TTM)US$132.17b
Gelir(TTM)US$402.84b
28.0x
F/K Oranı
9.2x
P/S Oranı

GOOGL aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
GOOGL gelir tablosu (TTM)
GelirUS$402.84b
Gelir MaliyetiUS$162.54b
Brüt KârUS$240.30b
Diğer GiderlerUS$108.13b
KazançlarUS$132.17b

Son Raporlanan Kazançlar

Dec 31, 2025

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)10.93
Brüt Marj59.65%
Net Kâr Marjı32.81%
Borç/Özkaynak Oranı11.7%

GOOGL uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

0.3%
Mevcut Temettü Verimi
8%
Ödeme Oranı

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/07 22:17
Gün Sonu Hisse Fiyatı2026/04/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Alphabet Inc. 100 Bu analistlerden 58, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David HeasmanAccountability Research Corporation
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP