Alphabet runs Search, YouTube, the Android and Chrome platforms, Google Cloud, and the Gemini model family, with Waymo and other bets sitting in Other Bets. The moat is the scale of its search and ad network, which generates the cash that funds its AI and cloud buildout without leaning on outside capital. Revenue growth of 24.2% is an acceleration story: Cloud and AI-driven ad products are doing the work, and the company is showing it can grow faster while keeping a 34.0% operating margin. At 17.8 times trailing earnings and 22.8 times forward, the stock is priced below the scale and growth profile the numbers describe, and a 48.7% return on equity suggests the capital being deployed is earning well. The question for a deeper look is whether AI search disrupts the core ad franchise faster than Cloud and Gemini monetise, and that is worth testing against the segment disclosures.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 11:06 CEST | Fair value | $216 | $258 | $340 |
| 21 Oct 2026, 11:06 CEST | Rating | Overvalued | first publication | $340 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $372 | $400 | $354 |
| 12 Oct 2026, 00:00 CEST | Fair value | $258 | $226 | $352 |
| 28 Sept 2026, 00:00 CEST | Fair value | $226 | $233 | $344 |
| 24 Sept 2026, 00:00 CEST | Fair value | $233 | $236 | $351 |
| 19 Sept 2026, 00:00 CEST | Fair value | $236 | $245 | $347 |
| 17 Sept 2026, 00:00 CEST | Fair value | $245 | $235 | $349 |
| 12 Sept 2026, 00:00 CEST | Fair value | $235 | $238 | $333 |
| 5 Sept 2026, 00:00 CEST | Fair value | $238 | $235 | $342 |
Answered from Alphabet Inc. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. Class A Common Stock | $320.21 | $216 | 48% above | 16.8x | 48.7% | 100 | 76 |
| GOOG Alphabet Inc. Class C Capital Stock | $320.76 | $179 | 79% above | 15.9x | 48.7% | 100 | 75 |
| META Meta Platforms Inc. Class A Common Stock | $648.85 | $524 | 24% above | 22.1x | 29.8% | 96 | 63 |
| 0700.HK Tencent Holdings | HK$382.40 | HK$401 | 5% below | 13.5x | 19.9% | 87 | 58 |
| 6098.T Recruit Holdings | ¥19175.00 | - | - | 45.8x | 36.2% | 89 | 73 |
| SPOT Spotify Technology S.A. Ordinary Shares | $583.66 | $259 | 125% above | 33.6x | 44.5% | 81 | 66 |
| NBIS Nebius Group N.V. Class A Ordinary Shares | $159.17 | - | - | 133.8x | 0.6% | 45 | 47 |
Where GOOGL ranks against its sector peers on each metric.