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Alphabet stays a Buy as Cloud growth and AI prospects outweigh cash flow concerns.

Analyst Insights
29 Oct 2026, 19:26 WIB
Seeking Alpha
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Bullish
Alphabet stays a Buy as Cloud growth and AI prospects outweigh cash flow concerns.

Alphabet Inc. remains a Buy despite recent stock selloff and worries over negative free cash flow, thanks to strong growth in its Cloud business. The Cloud segment's operating profit has tripled year-over-year, with margins rising from 23.7% to 36.2%, supported by a $561 billion backlog that promises future revenue. While advertising faces challenges from competition and structural changes, Alphabet's investments in Cloud and AI technologies provide long-term growth opportunities that justify a bullish outlook.

As of Oct 29, 2026 23:41 WIB, Alphabet's stock on Pluang is priced at USD 283.11, showing a notable 12.05% decline in one day. Despite this drop, the stock remains popular among investors with 77% of order activity on Pluang being buys. The company's market capitalization stands at $3.96 trillion, underscoring its significant presence in the media sector.

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