Alphabet Inc. maintains a Strong Buy rating even after a 17% decline in its stock price since the last coverage, supported by solid core growth drivers. Search growth slowed to 12%, with AI-related queries currently monetizing less than traditional search, but management is actively working to close this gap. Cloud revenue surged 103% to $30.7 billion, with margins improving to 36.2%, and the backlog reached $561 billion, indicating strong future demand. Near-term concerns include capital expenditure intensity and dilution, but free cash flow is expected to improve after 2027 as AI and cloud investments mature.
Alphabet's stock price at USD 280.75 is trading closer to its 52-week low of USD 273.14 than its high of USD 399.06, showing a significant pullback as of Oct 30, 2026 22:41 WIB. Despite the recent 17% decline noted in the article, Pluang data shows a modest 0.56% drop in one day, with a strong 78% buy order activity indicating continued investor interest. The stock's dividend yield remains low at 0.31%, reflecting its growth-focused profile rather than income generation.
Alphabet's Google Cloud revenue surged 103% to $30.7 billion with operating margins expanding to 36.2%, signaling strong growth and profitability. Meanwhile, overall search revenue grew 12% to $63.3 billion, though AI monetization slowed growth compa...
Alphabet and Microsoft both fell short of their AI capital expenditure expectations for Q3, signaling a slowdown in AI infrastructure investment. Caterpillar's 22% inventory rise suggests overproduction, reinforcing the thesis of a cooling AI capex m...
Waymo will start testing autonomous Toyota bZ4X electric vehicles in Japan next year as part of a partnership to supply EVs for robotaxi services in markets like Japan and the U.K. Toyota will manufacture the 2027 bZ4X models and integrate Waymo's se...
Alphabet Inc. reported a strong 25% revenue increase to $128 billion, driven by a 103% surge in its Cloud business and strategic sales of TPU systems positioning it as a future silicon leader. Despite this growth, the market reacted negatively to sho...
Alphabet Inc. reported a 25% year-over-year revenue increase in Q3, driven by strong growth in Google Cloud, which surged 103%. However, operating income fell short of expectations by 6%, partly due to slower monetization of AI Mode in Search despite...
