Alphabet (GOOG, GOOGL)

Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Feb 07, 2018 7:34 am

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Earnings

Alphabet reported a mixed quarter with revenue squeezing past the Zacks Consensus Estimate but earnings coming up short.

Strength in mobile and increasing traffic acquisition costs (TAC) related to this strength were notable points this quarter.

Mobile TAC is higher because the company needs to pay to remain as the default search engine (on Apple devices, for example).

Management didn’t say on the call whether Google has inked more longer-term deals to limit TAC expansion, but they did say that the net effect of market dynamics and the company’s own measures would lower the rate of increase in TAC post Q1. Alphabet continues to trade CPCs for volumes, which is also affecting the gross margin.

Holiday seasonality also drove up marketing costs in the last quarter, which impacted operating profits.

Source: Zack's
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Mar 21, 2018 12:59 pm

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Alphabet Inc’s Next Big Thing Could Be Shopping Actions

Google search is turning into an e-commerce marketplace, and that's good news for Google stock

By LUKE LANGO

The broad concern is that regulators will bring down the hammer on digital advertising platforms and greatly restrict their ability to use data for micro-targeting advertisements.

Google just teamed up with a host of retailers to launch Shopping Actions, a feature that allows consumers to buy products directly through Google search and Google assistant.

E-commerce sales in the U.S. grew 17% last quarter.

Amazon caters to a higher-income demographic, with most of its users coming from the $100,000 and up income demographic. Google doesn’t really cater to any specific income demographic. Everyone uses Google because it’s free.

GOOGL stock trades at just 26.5-times forward earnings.


Source: Investor Place

https://investorplace.com/2018/03/alpha ... at&cp=pdtk
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Apr 12, 2018 11:49 am

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Stocks Hedge Funds Are Buying: Alphabet (GOOGL)

Alphabet Inc (NASDAQ:GOOG, NASDAQ:GOOGL), the parent company of Google, is another hedge fund favorite.

In fact, more than 50 hedge funds feature Alphabet among their top 10 holdings. Like Apple and Amazon, Alphabet is one of the U.S. companies with a market value north of $700 billion.

The three stocks highlighted here thus far cement at least one notion: Hedge funds love tech. Data confirm as much.

“Net exposures remain higher than the beginning of the year at 51 percent. The technology sector is still 37 percent of that total.

Data shows that there has been some aggregate selling of technology stocks since the middle of March, but the magnitude has been relatively in line with other sectors,” Bloomberg reported, citing Morgan Stanley research.

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Mon Apr 16, 2018 8:35 pm

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Stocks to Buy and Hold: Alphabet (GOOGL, GOOG)

Fans and followers of the company will likely know that Google parent company Alphabet Inc (NASDAQ:GOOGL, NASDAQ:GOOG) missed last quarter’s earnings estimate, posting a profit of $9.70 per share versus expectations of $9.98.

What got lost in the shuffle is how revenue was up 24% year-over-year, and that net income grew 11% from the year-ago quarter.

Appreciated or not, Alphabet is a profit and revenue growth machine that has earned its spot on a list of “forever” stocks to buy.

It may not always beat estimates, but it does always increase its numbers. That’s because it keeps finding a way to serve as the middleman for about 70% of web searches done on desktops, and boasts being the preferred search engine for about 90% of the queries made via a mobile device.

If it was going to be toppled, we’d see evidence of it by now.

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Fri Apr 20, 2018 1:51 pm

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Cheap tech stock: Alphabet (GOOGL)

Prices are down by 5% over the last month, and 7.5% over the last three months.

This pullback comes even though GOOGL remains one of the strongest and most consistent stories out there.

Just look at its 32 consecutive quarters of 20% revenue growth and 25%-plus operating margins. These are the kind of figures other companies can only dream about.

Indeed, five-star Monness analyst Brian White has just reiterated his “buy” rating and $1,280 price target. Alphabet is already the No. 1 search engine and mobile operating system in the world, says White, but it is still furiously innovating with a never-ending list of new products (see Waymo’s latest announcement).

With an eye on the attractive growth opportunities ahead, White says: “With the company’s dominant position in search, the company has garnered the top position in the global online advertising market and we believe the stock is an attractive value at current levels.”

We can see from TipRanks that GOOGL — a “strong buy” stock — has received 23 buy ratings vs three hold ratings in the last three months. This is with a $1,302 average analyst price target (25% upside potential).

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Tue Apr 24, 2018 1:50 pm

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Tech Stocks to Short: Alphabet (GOOG)

Alphabet Inc (NASDAQ:GOOG, NASDAQ:GOOGL) shares are rolling over after setting another pattern of lower highs and lower lows, dropping back below its 50-day moving average ahead of earnings.

Watch for a decline back to support near $1,000 and its 200-day moving average.

The company will report results after the close today.

Analysts are looking for earnings of $9.28 per share on revenues of $30.3 billion.

When the company last reported on Feb. 1, earnings of $9.70 missed estates by 37 cents on a 24% rise in revenues.

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Apr 25, 2018 6:05 pm

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Selling Alphabet Inc Stock Is a Mistake — Stay Long

Near-term noise aside, GOOG stock is a long-term winner

By LUKE LANGO

Revenue rose 23% year-over-year.

Google Other revenue was up more than 35%. That is the same as last quarter, implying that Alphabet’s ancillary businesses (cloud, hardware, Nest, and more) also remain exceptionally strong.

Operating margins came in at 22% for the quarter, versus 27% a year ago and 24% last quarter. The pull-back in margins is largely a result of the ad landscape shift to mobile, which carries lower margins than desktop.


Source: Investor Place

https://investorplace.com/2018/04/q1-nu ... 240&num=01
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed May 23, 2018 12:01 pm

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Mnuchin Urges Antitrust Probe of Tech After Google Report

Source: Tech Stock Sensei

http://techstocksensei.com/2018/05/goog ... st-report/
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Wed Jun 27, 2018 11:17 am

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Alphabet Inc (NASDAQ:GOOGL) shares are falling away from triple-top resistance near $1,200 setting up another test of the 200-day moving average which held in February, March, April, and May.

While the company is by far a software/web company, recent reports of efforts to sell its hardware in China exposes it to the deepening trade rift.

The company will next report results on July 23 after the close. Analysts are looking at earnings of $9.61 per share on revenues of $32.3 billion.

When the company last reported on April 23, earnings of $9.93 per share beat estimates by 65 cents on a 25.8% rise in revenue

Source: Investor Place
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Re: Alphabet (GOOG, GOOGL)

Postby winston » Thu Jun 28, 2018 1:12 pm

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Stocks to Buy: Alphabet (GOOGL)

Even internet king Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) has not escaped the current market jitters. GOOGL is currently trading lower (3.9% down in the last week). This is despite numerous bullish analyst calls.

For example, five-star Monness analyst Brian White recently reiterated his GOOGL Buy rating. This comes with a $1,306 price target (15% upside potential).

White reminds investors that the three “Big Bet” areas for Alphabet include YouTube, Google Cloud and hardware. In May, for example, YouTube highlighted that over 1.8 billion logged-in users watched YouTube content each month. And now YouTube has received a powerful upgrade.

Google’s latest innovation is a new YouTube music streaming service. This should “further … [expand] the capabilities and reach of the YouTube franchise,” cheers White. “For Alphabet, we believe this new service will improve the company’s digital ecosystem and the stock is attractive at just 18x our CY:19 EPS projection (ex-cash).”

The ad-supported version of YouTube Music will be free while YouTube Music Premium (i.e., ad-free, the ability to download, background listening, etc.) will cost $9.99 per month. Moreover, Google Play Music subscribers ($9.99 a month also) will also receive YouTube Music Premium as part of their current package. So far, the initial launch encompasses U.S., Australia, New Zealand, Mexico and South Korea.

GOOGL scores a Strong Buy analyst consensus rating. In the last three months this breaks down into 22 buy ratings vs. just three hold ratings. Meanwhile, the $1,261 average analyst price target works out at 11% upside from current levels.

Source: Investor Place
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