Alphabet (GOOG, GOOGL) 03 (Aug 24 - Dec 27)

[winston]

not vested

Alphabet's Googlebook Brings Gemini AI to PC Hardware

by Ryan Hasson. Posted: 5/16/2026.

Alphabet just unveiled the Googlebook, an AI-native laptop line built around Gemini Intelligence, with hardware partners including Acer, Asus, Dell, HP, and Lenovo.

Momentum is running hot after the company reported Q1 2026 revenue of $109.9 billion, up 22% year over year, with Google Cloud crossing $20 billion in quarterly revenue for the first time.

GOOGL is up about 25% year to date, with Google I/O on May 19 serving as the next potential catalyst for the stock.

Source: Market Beat

[behappyalways]

Alphabet Raising $80BN In Equity To Fund Capex, Including $40BN ATM Offering And $10BN Deeply Discounted Deal With Berkshire
https://www.zerohedge.com/markets/alpha ... 0bn-deeply

[winston]

Alphabet's $80 Billion Offering: Worrisome Dilution or AI Confidence?

By Ryan Hasson

Alphabet announced an $80 billion equity offering to fund AI infrastructure, with Berkshire Hathaway committing $10 billion as the anchor investor.

The offering represents roughly 1.8% dilution, supported by a Google Cloud backlog exceeding $460 billion and 63% year-over-year cloud revenue growth.

Shares have broken well below a key support level near $382, though 54 analysts maintain a Moderate Buy consensus with a $413.33 price target.

Source: Market Beat

[behappyalways]

Google's New CAPTCHA Plans Will Create A Two-Tier Internet Only Accessible To Those With 'Approved' Devices
https://www.zerohedge.com/political/goo ... e-approved

[winston]

not vested

Alphabet's Most Overlooked Division Just Had a Big Week

by Ryan Hasson.

Alphabet's Other Bets segment drew attention after Wing expanded drone delivery to seven more U.S. cities and Waymo launched its first membership program in the same week.

Waymo's new $29.99-per-month Premier program introduces recurring revenue to a ride business already generating approximately 500,000 paid trips per week.

Despite a $2.1 billion operating loss, Other Bets holds significant embedded value, with Waymo's private valuation alone standing at $126 billion.

Source: Market Beat

[winston]

not vested

Alphabet: Cloud at 63% Growth for 25x Forward Earnings

Alphabet (NASDAQ: GOOGL) is up over 15% on the year, making it one of the strongest year-to-date performers on this list.

At a forward P/E of almost 25 and a market cap close to $4.4 trillion, it is certainly not the cheapest name here in absolute terms. But the quality of its earnings growth, along with its AI stronghold, makes the multiple far more defensible than it might appear at first glance.

Google Cloud delivered Q1 2026 revenue of $20.03 billion, up 63% year over year, crossing the $20 billion quarterly threshold for the first time.

The cloud backlog approached $460 billion, nearly half a trillion dollars.

Total Q1 revenue of $109.9 billion grew 22%, the fastest rate since 2022. For full-year 2025, net income reached $132.17 billion on net margins of 37.92%.

The recent $80 billion equity offering, which initially weighed on share performance, was announced to fund AI infrastructure and was backed by a $10 billion commitment from Berkshire Hathaway (NYSE: BRK.B), underscoring that demand for Google's AI compute capacity continues to outstrip supply.

Paying almost 25x forward earnings for a business with this earnings profile, this growth rate, and an unrecognized SpaceX investment that could be worth well over $100 billion at IPO pricing, makes Alphabet one of the more compelling mega-cap setups heading into Q2 earnings on July 22.

The consensus among 54 analysts is Moderate Buy, with a price target of $413.13, implying about 10% upside.

Source: Market Beat

[winston]

Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growth

by Daniel Howley

Google parent Alphabet (GOOG, GOOGL) reported its second quarter earnings after the bell on Wednesday, beating Wall Street's expectations on the top and bottom lines as cloud revenue increased 82% year over year.

For the quarter, Alphabet saw earnings per share of $9.11 on revenue of $119.8 billion. Analysts were anticipating EPS of $2.95 and revenue of $116.9 billion.

But the company also stated that it is raising its capital expenditures for the year to between $195 billion and $205 billion from $180 billion to $190 billion. Analysts had called for $186.4 billion.

Google's Cloud platform brought in $24.77 billion, above an expected $24.56 billion and well ahead of the $13.6 billion it brought in last year.

Advertising revenue came in at $81.63 billion. Analysts were looking for $81.12 billion.

"Q2 was an amazing quarter, with Alphabet revenues growing 24% year over year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions," CEO Sundar Pichai said in a stateme

Remaining performance obligations (RPOs), or contracts that Google still has to deliver on, hit $514 billion. Wall Street analysts were projecting $488.1 billion.

Investors have recently pulled back on the AI trade as they continue to digest massive spending on data centers and chips to power their AI platforms.

At the same time, tech companies have repeatedly stated that they are capacity-constrained, with demand for computing power outstripping available supply.

Alphabet's Google, like its AI rivals, is also under constant pressure to release ever more powerful AI models. Any delay could give a challenger the space it needs to outmaneuver the competition.

According to Bloomberg, Google has delayed its Gemini 3.5 Pro model over concerns related to its capabilities compared to other leading models.

"We're shipping quickly across a wide range of models while keeping them highly cost-effective for customers," a spokesperson told Yahoo Finance.

"We're currently testing 3.5 Pro, an upgraded Flash model, and other models with partners, and we're productively engaged with the US government."

Alphabet also got a boost on Monday after The Information reported Google is developing a new chip that could increase efficiency when running Gemini. The chip, codenamed Frozen v2, would include bits of Gemini, cutting processing time.

Source: Yahoo Finance

https://finance.yahoo.com/technology/ar ... 07124.html

[behappyalways]

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:
https://x.com/MaxAnderson/status/2080229375773941871

[winston]

vested

Alphabet Inc. - Record cloud growth, elevated CAPEX weighs on FCF.

Recommendation: BUY; TP US$425.00; Last close: US$318.74; Analyst Serena Lim Yi Qi

2Q26 Adj. PATMI grew 24% YoY to US$35bn, with revenue up 24% YoY to US$119.8bn driven by strong growth in advertising and Cloud segments. 2Q26 revenue/PATMI were at 45%/42% of our FY26e forecasts as ad segment is subject to seasonality.

Robust revenue growth across core business segments due to:-
1) resilient ad performance (+14% YoY) boosted by Gemini integration in Search and increasing Shorts and CTV monetisation; and
2) fastest cloud growth due to strong demand in Enterprise AI products and services (+82% YoY).

Free cash flow turned negative for the first time due to heavy AI investment, but we believe temporary FCF pressure should support stronger long-term AI growth and revenue visibility.

We upgraded to BUY rating but lowered our DCF target price to US$425 (from US$450).

We reduced our FY26e revenue and PATMI forecasts by ~2% and ~4%, respectively, reflecting moderate margin expansion amid ongoing supply chain constraints.

Despite the near-term earnings revisions, we remain constructive on GOOGL's long-term outlook.

Its vertically integrated AI ecosystem spanning custom silicon, optimised data centres, and high-performing Gemini models should continue to support robust growth across ad and cloud businesses.

Source: Phillips

https://www.poems.com.sg/stock-research/GOOG/

[winston]

vested

<Research> G Sachs Reiterates Buy Rating on Alphabet Inc. (GOOGL.US), Expects Search Business Growth to Normalize

G Sachs issued a research report stating that Alphabet Inc. (GOOGL.US) delivered positive results in 2Q, with multiple operating indicators exceeding both the broker's and market expectations, benefiting from broad-based strength across regions and advertiser verticals.

During the period, search and other businesses, grew approximately 17% YoY, YouTube advertising revenue growth reaccelerated, while Google Cloud revenue rose 82% YoY.

The broker raised its 2026 capital expenditure forecast from the previous USD180 billion-USD190 billion to USD195 billion-USD205 billion, while management reiterated that 2027 capital expenditure will increase significantly from this year.

G Sachs expects growth in Alphabet Inc. (GOOGL.US) search and other businesses to gradually slow to more normalized levels.

It currently estimates 2026 and 2027 capital expenditure at approximately USD205 billion and USD350 billion respectively.

The broker added that management is highly confident about AI distribution and commercialization pathways in both consumer and enterprise markets, and remains positive on the company's competitive positioning, operating performance and long-term capital returns.

It expects the market to focus on the scale and timing of peak AI-related capital expenditure, Gemini's competitive positioning versus other foundation models, and how the company balances internal product development, external customer demand and computing resource allocation to maintain leading-edge model performance.

G Sachs reiterated its Buy rating and lowered the TP on Alphabet Inc. (GOOGL.US) from USD440 to USD435.

Source: AASTOCKS Financial News

https://www.aastocks.com/en/stocks/news ... -news/AAFN