Alphabet is rated Sell at $317.28 with a discounted cash flow (DCF) fair value of $178 due to aggressive capital expenditures and uncertain future cash flows. While its core Search business grows 17% year-over-year and Google Cloud expands rapidly with a $514 billion backlog, concerns remain about the sustainability of free cash flow and long-term returns. The company’s capex guidance of $195 billion to $205 billion for 2026 and $270 billion in 2027 raises questions about margin and expense management. The analyst seeks clearer evidence of high-margin, recurring Cloud growth and more conservative expense projections before reconsidering the rating.
Alphabet shares trade at USD 315.62 on Pluang as of Oct 27, 2026 00:21 WIB, down 0.52% in the last day. The stock's market cap stands at $3.90 trillion with a 52-week range between $260.51 and $399.06. Typical holding time on Pluang is 139 days, reflecting moderate investor engagement.
The technology sector is experiencing volatility due to increased capital expenditures driven by AI investments and rising interest rates, which pressure stock valuations. Despite this, major tech companies like META, MSFT, GOOG, and AMZN continue to...
Last week, U.S. stocks declined with the S&P 500 dropping 0.5% and the Nasdaq falling 0.7%, driven by volatile trading and weakness in tech and semiconductor sectors. The S&P 500 experienced its second 1%+ drop in five days, a rare event since July. ...
Alphabet reports Q3 results on October 28, highlighting Google Cloud's massive $514 billion backlog and a 2026 capital expenditure (CapEx) forecast between $195 billion and $205 billion. Cloud revenue surged 82% to $24.77 billion with improved margin...
Google has integrated its Gemini AI model into billions of devices, replacing Google Assistant as the default on Android and Apple Siri without user action. This AI, supported by proprietary TPUs, offers a cost advantage and is already driving signif...
Alphabet is rated Strong Buy due to its stable business model, attractive valuation at 16x forward earnings, and strong cash flow despite a significant increase in debt to $112.76 billion. The company’s diversified digital ecosystem and Google Cloud’...
