Alphabet

GOOGL

Technology

Parent of Google, dominating search and digital advertising while investing heavily in AI, cloud, and autonomous vehicles through Waymo.

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6 articles about Alphabet

ValuationGOOGL

Alphabet at 29x: What the AI Discount Is Missing

The market is pricing in three bear case assumptions simultaneously. The data says at most one of them is right.

Apr 13, 2026

ValuationGOOGL

Alphabet at 27x: What the Market Is Missing About Its Margin Engine

A 32% net income jump, $91B in capex, and still-expanding margins. This is not a mature company priced like one.

Apr 5, 2026

Deep DivesGOOGL

Alphabet's Three Businesses Are Priced as One. That Is the Opportunity.

Search, Cloud, and YouTube each independently justify a higher price. The market is selling them as a bundle.

Apr 3, 2026

Deep DivesGOOGL

Alphabet's Operating Leverage Is Hiding in Plain Sight

The $91 billion capex programme is suppressing free cash flow, but the operating machinery underneath has never been stronger.

Apr 2, 2026

ValuationGOOGL

Why Alphabet Is the Most Overlooked Mega-Cap in Technology

At 25x earnings with $403 billion in revenue, Alphabet trades at a discount to every major tech peer. The reasons investors give for avoiding it do not hold up to scrutiny.

Mar 31, 2026

ValuationGOOGL

Is Alphabet Undervalued? Why the Cheapest Mega-Cap in Tech Deserves a Closer Look

A 25x trailing P/E on $403 billion in revenue with $73 billion in free cash flow is not a growth multiple. It is a value stock wearing a tech badge.

Mar 30, 2026