GOOG|Analyst Targets
GOOG|Company Info
GOOG|Fundamentals
GOOG|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $2.98 | $2.67 | -10.5% |
| Q2'26 | $2.91 | $2.85 | -2.2% |
| Q1'26 | $2.63 | $2.76 | +4.9% |
| Q3'25 | $2.26 | $2.87 | +26.9% |
| Q2'25 | $2.20 | $2.31 | +5.1% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $142.3B | $127.6B | -10.3% |
| Q2'26 | $127.0B | $119.8B | -5.7% |
| Q1'26 | $107.0B | $109.9B | +2.7% |
| Q3'25 | - | $102.3B | - |
| Q2'25 | - | $96.4B | - |
GOOG|Monthly Returns
Market Data
GOOG Stock Snapshot
- Market cap
- 3.51T
- P/E ratio
- 14.9
- Day range
- $277.81 – $289.22
- News sentiment
- 36/100 · Bearish
- Analyst target
- $402.67 (+40.9%)
- Consensus
- Buy · 70 analysts
Alphabet Inc. screens well technically, with price sitting near its 52-week low. At this size, moves are driven by index flows and macro positioning as much as by company news.
Reverse DCF
What growth is priced into GOOG?
At today's price, Alphabet Inc. needs to grow free cash flow about 25.6% a year for 3 years, slowing to a long-run rate by year 10, to justify its valuation at a 9.54% cost of capital. Over the last five years its revenue has trended at 11.7% a year, so the market is asking for 13.9 percentage points above its own delivered rate. On that basis GOOG looks priced above what its own growth record supports.
- Implied FCF growth
- 25.6%
- Growth trend
- 11.7%
- Growth gap
- +13.9 pts
- Verdict
- RICH
- Discount rate (WACC)
- 9.54%
- Beta
- 1.13
Sector Rotation
Is money rotating into or out of GOOG's sector?
Alphabet Inc. sits in the Communication Services sector, currently ranked 10th of 12 GICS sectors by relative-strength rotation score (improving).
- Sector rank
- #10 of 12
- Sector state
- Improving
- Sector rotation score
- 36
Analyst Consensus Estimates
What do analysts expect GOOG to earn?
Analysts expect Alphabet Inc. to earn $16.54 per share in the fiscal year ending Dec 2026 and $22.41 in the fiscal year ending Dec 2029, from 5 estimates. These are analyst forecasts, not company guidance, and later years rest on fewer analysts.
Revenue marked ~ is our calculation from the EPS estimate, not analyst consensus.
Analyst Rating Changes
Are analysts turning bullish or bearish on GOOG?
JP Morgan most recently reiterated its rating on Alphabet Inc. to Overweight on Oct 29, 2026 with a price target of $375 (from $425). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- JP Morgan: Overweight
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Earnings Release, Scored
What did Alphabet Inc.'s latest earnings release say?
Most important lines
- 1
On top of that, the Gemini app has reached one billion users—making it the fastest-growing product in Google’s history—and we surpassed 150 million YouTube Music and Premium subscribers globally, including trials.
New this quarter - 2
Our deep full stack approach is driving momentum across the business, with Alphabet revenues growing 25% year-over year.
New this quarter - 3
Google Cloud revenues grew 103%, powered by huge demand for our AI infrastructure and AI solutions.
New this quarter
Peers
GOOG peers
Internet Content & InformationMarket cap · today
News & sentiment
What is the news saying about GOOG?
GOOG fell 17.2% over the month to Nov 6. News tone held between 50 and 72 from Oct 6 to Oct 16, then jumped to 64 on Oct 19.
- Oct 28 -8.9%same day: OpenAI plans to buy Google AI chips to expand computing capacity - The Information
- Oct 29 -3.9%same day: Google Pitches Banks on Splitting Crypto Keys Across Clouds With New Custody Service
- Nov 4 +3.7%same day: 'The First Victim': Chamath Palihapitiya Warns AI Startups are In the Crosshairs as OpenAI, Google Move Into Software
Technical analysis
How strong is GOOG's momentum right now?
On the daily chart GOOG ranks at the 69th percentile for momentum against 1,060 stocks and ETFs, a bullish reading.
Institutional ownership
Are big funds buying or selling GOOG?
131 of the 260 tracked managers added to GOOG in their latest 13F and 121 trimmed. Together they own 23.0% of the company, worth $993.7B. BlackRock and Vanguard Capital Management alone hold 5.5%.
- 1BlackRock, Inc.3.01%$130.7B positionAdded 1.4% last quarter
- $108.5B positionAdded 1.5% last quarter
- 3State Street Corp1.55%$67.5B positionAdded 2.8% last quarter
- 4JPMorgan Chase & Co1.12%$48.4B positionAdded 15.0% last quarter
- 5FMR LLC (Fidelity)0.99%$43.1B positionAdded 12.3% last quarter
- $40.4B positionAdded 2.8% last quarter
- $27.8B positionAdded 2.4% last quarter
- 8Norges Bank0.61%$26.4B positionAdded 29.7% last quarter
- 9Morgan Stanley0.59%$25.6B positionAdded 1.1% last quarter
- 10Invesco Ltd.0.54%$23.4B positionAdded 59.9% last quarter
Congressional trading
Is Congress trading GOOG?
14 members of Congress disclosed 25 GOOG trades between Aug 1, 2025 and Oct 16, 2026: 13 buys and 12 sells, about $717.0K in estimated value.
What stands out
Click one to highlight its trades in the chartDiscover more
How has GOOG done against its peers?
Over the six months to Nov 6, GOOG returned −27.6%. Of the 14 related stocks and ETFs, 13 did better, led by CRWD at +89.0%.
- 1CRWDCrowdStrike Holdings, Inc.up 89.0%+116.7 pts
- 2MSFTMicrosoft Corporationup 29.3%+56.9 pts
- 3PLTRPalantir Technologies Inc.up 21.1%+48.7 pts
- 4AAPLApple Inc.up 19.7%+47.3 pts
- 5IBMInternational Business Machines Corporationup 8.2%+35.8 pts
- 6METAMeta Platforms, Inc.up 1.3%+28.9 pts
- 7MAGSRoundhill Magnificent Seven ETFdown 0.4%+27.2 pts
- 8ADBEAdobe Inc.down 3.6%+24.0 pts
- 14GOOGThis stockdown 27.6%
- 15ORCLOracle Corporationdown 39.1%−11.4 pts
