Alphabet Inc. (Google) reported its strongest quarter with 25% revenue growth and expanding margins, driven by a 103% increase in Google Cloud revenue to $30.7 billion. Despite this, the stock has underperformed peers due to misses in earnings per share (EPS), free cash flow (FCF) shortfalls, negative FCF, and rising capital expenditures. The company’s core business and demand remain strong, with emerging growth from TPU sales expected by 2027. Alphabet now trades at a forward P/E of 17.4, the lowest among major tech peers, leading analysts to maintain a Buy rating based on fundamentals and valuation.
Alphabet's stock price at USD 290.85 on Pluang is closer to its 52-week low of USD 273.14 than its high of USD 399.06, highlighting its current valuation discount despite strong revenue growth. Trading with a forward P/E of 17.4, it remains the cheapest among major tech peers. As of Nov 05, 2026 20:52 WIB, the stock shows a positive 1-day change of 1.24%, with a balanced order activity of 52% Buy and 48% Sell, reflecting cautious optimism among investors.
Meta Platforms issued €9 billion in its first-ever euro bond sale, attracting a record €53 billion in orders but paying about 1.4 times the risk premium compared to Alphabet's similar bonds. Despite strong demand, Meta's bonds carry higher yields and...
Alphabet Inc. shares fell following a weaker-than-expected earnings report, highlighting a slowdown in search growth to 12% and increased capital expenditures on AI initiatives. This spending has led to negative free cash flow for two consecutive qua...
OpenAI claimed that ChatGPT's search-like query volume is now about one-fifth that of Google Search, but this figure lacks independent verification and clear baseline details. Alphabet's recent earnings show slower revenue growth despite higher query...
Google has changed its policy for K-12 student accounts, making AI tools an inseparable part of its Search service. Schools can only enable Search if they accept the integrated AI features, or they must disable Search altogether. This move has sparke...
An analyst maintains a Buy rating on Alphabet, viewing the recent Q3 stock pullback as an overreaction to concerns about AI monetization. While Alphabet's search growth is slowing, strong advertising revenue and cloud business economics help offset t...
