Alphabet reported a 25% increase in revenue and a 103% growth in its Cloud segment, signaling strong business momentum. However, the company faces challenges with slowing growth in its Search business and increased capital expenditures, projected at $195–$200 billion by 2026, which could pressure cash flow. Alphabet's AI Search may enhance ad targeting, but competition from AI agents could impact monetization of commercial queries. Despite these challenges, the company's Cloud backlog, proprietary technology, and internal resource reuse support its long-term investment case. The current valuation suggests caution, with a recommendation to consider buying below $250 per share.
As of Nov 15, 2026 20:31 WIB, Alphabet shares on Pluang trade near their 52-week lows, with GOOG at USD 292.52 and GOOGL at USD 295.77, both down about 1% for the day. This contrasts with their 52-week highs above USD 399, highlighting a significant pullback despite the company’s strong Cloud growth and AI initiatives. Typical hold times differ, with GOOG held for 139 days and GOOGL for 89 days, reflecting varied investor confidence levels.
Alphabet (GOOG) has secured a $10 billion private placement in Anthropic, ahead of Anthropic's highly anticipated and oversubscribed IPO valued at $1.4 trillion. This investment not only makes Alphabet an equity holder but also a beneficiary of Anthr...
Victor Dergunov downgraded Nvidia Corporation from Buy to Hold and lowered the 12-month price target to $200 from $250. Despite strong near-term chip demand and solid earnings guidance, long-term risks like CEO succession, an ongoing investigation, a...
Alphabet is rated a 'Strong Buy' due to its aggressive investments in AI, especially through its Gemini project and Google Cloud, which help maintain its dominant 90% share in search. While the company faces near-term negative free cash flow and risi...
