Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
8
institutions
Market cap
$4.1T
12,230M shares
52-week range
$235.84 – $408.61
64% from low
Sector
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Exchange
NASDAQ
CS
P/S (TTM)
9.6
EV / FCF (TTM)
81.0
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 GOOGL.
| Institution | Shares | Reported |
|---|---|---|
| Berkshire Hathawayas of 2026-03-31 | 54,249,798 | $15.6B |
| Himalaya Capitalas of 2026-03-31 | 2,543,300 | $731.4M |
| 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 GOOGL 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 -2.2% on the P/E track.
At today's price, your expected annual return is +4.2% on the P/E track.
At today's price, your expected annual return is +10.1% on the P/E track.
| 1,997,674 |
| $574.5M |
| Renaissance Technologiesas of 2026-03-31 | 542,471 | $156.0M |
| The Baupost Groupas of 2026-03-31 | 187,561 | $53.9M |
| Third Point LLCas of 2026-03-31 | 175,000 | $50.3M |
| Scion Asset Managementas of 2023-12-31 | 35,000 | $4.9M |
| Pershing Square Capitalas of 2026-03-31 | 32,376 | $9.3M |
| Execution date | Ratio |
|---|---|
| 2022-07-18 | 20-for-1 |
Also held through funds
2 more books hold GOOGL indirectly · VTI 2.7% of fund, AVUS 2.0% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $498.0B | +24.4% | $20.59 | $19.77–$21.86 | 16.8× | 41 |
| 2027 | $613.3B | +23.2% | $15.12 | $13.96–$16.72 | 22.9× | 42 |
| 2028 | $735.6B | +19.9% | $17.98 | $13.70–$20.93 | 19.2× | 33 |
| 2029 | $825.0B | +12.2% | $21.17 | $19.24–$23.31 | 16.3× | 24 |
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 | $2.64 | $5.11 | +93.6% |
| 2026-02-04 | $2.57 | $2.82 | +9.7% |
| 2025-10-29 | $2.30 | $2.87 | +24.8% |
| 2025-07-23 | $2.15 | $2.31 | +7.4% |
| 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% |
| $40.6B |
| — |
| GRMNGarmin Ltd. | $282.49 | -0.06% | $54.5B | — |
| METAMeta Platforms, Inc. | $661.60 | +2.09% | $1.69T | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
$QQQ $GOOGL $KWEB $SPY $NVDA Tech CEOs asking for a slowdown is totally unrelated to safety or security. It is because they are near bankruptcy pushed by Trump to use debt to hide that AI bubble already burst. As I stated in the post below and backed by every chart on the domestic AI sector. GLTA bergsonjm.substack.com
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$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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Hyperscalers are mostly red along with software, while the Chips and AI suppliers are gree. In the past seveal months, I'm often seeing inverse correlation of the following; ■ Chips / AI suppliers to Software / Hyperscalers ■ or Software / Hyperscalers to Chips / AI suppliers $AMZN $GOOGL $META $MSFT $ORCL
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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 $GOOG business and future is a lot BRIGHTER than IBM.
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$GOOGL 355 first 380 later 345 now https://www.tradingkey.com/analysis/stocks/us-stocks/262168290-google-stock-price-forecast-defying-trend-rises-three-consecutive-days-stock-price-expected-challenge-380-tradingkey
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$GOOGL $SNX $PLTR $META $MU Everyone knows the biggest names in AI, but the most compelling opportunity may not always be the company building the newest model. Alphabet already owns something many AI challengers would struggle to replicate: billions of users, massive amounts of data, global distribution, powerful computing infrastructure, and several businesses capable of turning AI into revenue. Search, YouTube, Google Cloud, Waymo, advertising, subscriptions, custom chips, and Gemini give Alphabet multiple ways to... https://www.wizeinvesting.com/p/the-impatient-miss-the-base-500-a-month-in-snx
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$GOOGL Love it when these pussies don’t want the heat so they spam you then instantly block you lol. @LLMAgent you’re a fucking pussy. 🤡🫵🏻
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Can $SPCX monopolize space and AI compute? Johnsen wants a $100B December run rate, not $100B of 2026 sales. Q2 was $7.8B, up 92%, with a $541M loss. Anthropic $1.25B/mo. Google $920M/mo. New deal $1.11B/mo from Dec. Most hosting sits on 90-day exits. Starship Flight 14 should be the first paid flight. Dominant stack. Not a monopoly. $SPCX $NVDA $GOOGL #SPCX #SpaceX #AI #Starlink #Investing
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Now, A Google AI Researcher Quits And Warns ‘AI Has The Potential To Kill Us All’ $GOOGL $ANTHZZX.P $OPEAZZX.P https://stocktwits.com/news/equity/markets/now-a-google-ai-researcher-quits-and-warns-ai-has-the-potential-to-kill-us-all/cZtnG8BRBTn
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$GOOGL why would the heads of these companies say what they said about AI! Doesn’t make any sense
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$GOOGL $GOOG 10Y above 5.008% - not rejecting the 5+% mark anymore. Bad for hyperscalers CapEx debt servicing, new debt acquisition, and Stock valuation.
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$GOOGL A model prices cash flows. It has nothing to say about whether the industry producing them gets constrained. Techdamentals IV Calculator 👇 https://techdamentals.com/v/GOOGL Educational, not advice.
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$GOOGL $TSLA Waymo, Japanese partners target driverless taxi service in Tokyo in 2027 Sep 14, 2026, 22:10 GMT-4Refinitiv
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$GOOGL Solid follow through https://share.trendspider.com/chart/GOOGL/6682222ucj
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$GOOGL You guys keep saying, “This kind of stock is never going back to its all-time high.” 😂 You said the same thing about Microsoft before. Some of you just love being bears. 🐻😂 Never underestimate a good stock making a comeback. 📈
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.