Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
6
institutions
Market cap
$4.1T
12,230M shares
52-week range
$236.69 – $404.47
63% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
9.4
EV / FCF (TTM)
80.2
Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV and YouTube Music, among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform accounts for roughly 10% of Alphabet's revenue. The firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.
www.abc.xyzNo one on the platform currently holds GOOG.
| Institution | Shares | Reported |
|---|---|---|
| Berkshire Hathawayas of 2026-03-31 | 3,585,215 | $1.0B |
| Himalaya Capitalas of 2026-03-31 | 2,451,300 | $703.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-04 | $0.2200 | 2026-09-14 |
| 2026-06-08 | $0.2200 | 2026-06-15 |
| 2026-03-09 | $0.2100 | 2026-03-16 |
| 2025-12-08 | $0.2100 | 2025-12-15 |
| 2025-09-08 | $0.2100 | 2025-09-15 |
| 2025-06-09 | $0.2100 | 2025-06-16 |
| 2025-03-10 | $0.2000 | 2025-03-17 |
| 2024-12-09 | $0.2000 | 2024-12-16 |
| 2024-09-09 | $0.2000 | 2024-09-16 |
| 2024-06-10 | $0.2000 | 2024-06-17 |
No one on the platform has traded GOOG yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 24.2% | 25.5% | 19.6% | — | — | — |
| Rev. Growth % | 15.1% | 17.2% | ||||
| Profit Margin % | 32.8% | 27.2% | 23.5% | |||
| Free Cash Flow Margin % | 18.2% | 21.8% | 21.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.8% on the P/E track.
At today's price, your expected annual return is +4.1% on the P/E track.
At today's price, your expected annual return is +9.9% on the P/E track.
| 1,732,700 |
| $497.0M |
| Bridgewater Associatesas of 2026-03-31 | 387,002 | $111.0M |
| Pershing Square Capitalas of 2026-03-31 | 311,726 | $89.4M |
| Renaissance Technologiesas of 2026-03-31 | 201,002 | $57.7M |
| Execution date | Ratio |
|---|---|
| 2022-07-18 | 20-for-1 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Also held through funds
2 more books hold GOOG indirectly · VTI 2.1% of fund, AVUS 1.6% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $498.0B | +24.4% | $20.59 | $19.76–$21.86 | 16.6× | 33 |
| 2027 | $612.8B | +23.1% | $15.11 | $13.95–$16.71 | 22.7× | 34 |
| 2028 | $734.5B | +19.9% | $17.95 | $16.62–$19.54 | 19.1× | 26 |
| 2029 | $825.0B | +12.3% | $21.17 | $19.60–$23.04 | 16.2× | 29 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $2.87 | $9.11 | +217.4% |
| 2026-04-29 | $2.68 | $5.11 | +90.7% |
| 2026-02-04 | $2.63 | $2.82 | +7.2% |
| 2025-10-29 | $2.30 | $2.87 | +24.8% |
| 2025-07-23 | $2.18 | $2.31 | +6.0% |
| 2025-04-24 | $2.02 | $2.81 | +39.1% |
| 2025-02-04 | $2.12 | $2.15 | +1.4% |
| 2024-10-29 | $1.85 |
| $2.12 |
| +14.6% |
| $5.5B |
| — |
| FLEXFlex Ltd. | $108.32 | -6.44% | $40.0B | — |
| GRMNGarmin Ltd. | $280.38 | -0.81% | $54.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
$GOOG only a matter of time before the financial crisis hits…. https://www.investing.com/news/economy-news/stocks-wobble-but-no-sign-of-panic-as-yields-surge-4901104
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$GOOGL $GOOG $RDDT Wells Fargo sees lower probability of successful Reddit-Google AI deal renewal Wells Fargo says that Digiday reported Google (GOOGL) is piloting a program which pays publishers for participation in AI Overviews. Program represents an acknowledgment that the traditional search value exchange, content for traffic, is out of balance due to AI. The firm views the introduction of the pilot program as decreasing the probability that Google agrees to link out more traffic to Reddit (RDDT) in a reworked AI licensing deal. Google is creating the pilot payout program to abrogate the need to link more traffic out to publishers, preferring to capture time spent on O&O platforms. Runs contrary to Reddit's position, which is that Google should create a structure whereby Gemini & AIO link out more traffic. Therefore, pilot decreases probability of a successful renewal, adds Wells.
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People always talk about how they want to be a value investor. Its right in front of their eyes like an elephant and yet, they can't see it. $IBM has a higher PE than $GOOGL $GOOG Forget Ai, the bears are basically saying Youtube, Cloud business, Android platform in billions of smartphones, Waymo, Google Search and many other things are worth nothing. Warren Buffett is not an idiot in $GOOGL $GOOG The market is valuing GOOGL as if its a dead company with no future. I can tell you right now that $GOOGL $GOOG business and future is a lot BRIGHTER than IBM.
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$PLTR $AAPL $AMZN $GOOG $META Does Hakeem Jeffries go out of his way to sound stupid every time he speaks? He sounds like a dim witted clown . AOC as well. Who votes for these mental midgets? Maybe you don’t like Trump but anyone with an IQ above the level of imbecile must vote GOP. Wake up
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$SPCX after the earnings unlock up to the December unlock most shares are available for selling. This’s were $GOOG $NVDA and especially Anthropics plus OpenAI will pull the bandaid. We’re currently sitting at the top with a huge sell wall above 150. Under $50 before the new year.
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$GOOG Competitor in GIS, ESRI U.S. announces a deal of its subsidiary in Japan with Micware (NASDAQ: MWC), a state of the art supplier of Honda and Toyota, with the auto makers been its major stakeholders. MWC trades at a P/E of 8 and a EV/EBITDA below 5.
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$GOOG Share Price: $345.74 Contract Selected: Oct 09, 2026 $345 Calls Buy Zone: $8.57 – $10.58 Target Zone: $13.92 – $17.02 Potential Upside: 53% ROI Time to Expiration: 23 Days | Updates via https://fxcapta.com/stockinfo/
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$GOOGL $GOOG 10Y above 5.008% - not rejecting the 5+% mark anymore. Bad for hyperscalers CapEx debt servicing, new debt acquisition, and Stock valuation.
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$GOOG Waymo has said it wants to reach 1 million paid weekly rides this year in 20 cities globally. It’s already the leading robotaxi operator in the US, where it provides more than 500,000 paid trips a week. The company is also laying the groundwork to test its service in more than a dozen markets, including London and Tokyo.
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