Alphabet's stock fell 12% after missing non-operating EPS expectations and showing slower Search growth, causing its worst single-day drop. Despite this, the core business remains strong with Cloud revenue doubling and a $561 billion backlog supporting future growth. The stock is currently valued at 18 times core earnings, pricing in significant risks, but the analyst sees these concerns as mostly accounted for and recommends gradual accumulation of shares.
Alphabet's stock trades at USD 278.22 on Pluang as of Oct 31, 2026 15:21 WIB, down 1.45% in the last day, showing a more moderate decline than the article's noted 12% drop. The stock remains heavily bought on Pluang with 82% buy orders against 18% sell, and it holds a substantial market cap of $3.48 trillion. This trading activity suggests continued investor interest despite recent volatility.
Alphabet's stock fell 12.3% after its Q3 results showed weaker-than-expected Search revenue and operating income. Despite this, the company's cloud revenue doubled with strong operating margins, and a large backlog supports future growth. The stock n...
Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuat...
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 s...
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...
