Alphabet Inc. experienced a stock selloff after its fiscal Q3 2026 results due to paper losses in SPCX equity, a $5.2 billion fine, hardware inventory challenges, and heavy AI-related spending impacting free cash flow. Despite these near-term financial pressures, the company's expanding AI computing capacity is driving profitable growth in Google Cloud, with demand currently limited by supply constraints. The stock now trades at a deep value with a P/E of 17.33 and a 3-year PEG of 0.91, suggesting significant upside potential to a long-term price target of $418.80. Risks remain, including ongoing free cash flow difficulties through 2027, possible dilution from capital raises, and uncertain market sentiment around AI. Overall, Alphabet is upgraded to a Strong Buy due to its solid fundamentals across advertising, cloud services, and emerging areas like robotaxis, supported by a strong balance sheet that cushions short-term growth challenges.
Alphabet's stock is trading at USD 278.22 on Pluang, down 1.45% in the last day, reflecting cautious investor sentiment despite its long-term growth prospects. The stock's market cap stands at $3.43 trillion, with a strong buy interest as 82% of Pluang orders are buys. These figures are as of Nov 01, 2026 01:11 WIB.
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