Alphabet ($Alphabet(GOOG)$, $Alphabet(GOOGL)$), the parent company of Google, has long been a titan in the technology sector. Despite its consistent innovation, strong market position, and robust financial performance, a recurring sentiment among investors is that GOOG remains perennially undervalued. Let’s delve into the reasons behind this perception, examines Alphabet's strategic pivot towards AI, and assesses its potential for a significant breakout. The Undervaluation Enigma: Strong Fundamentals vs. Market Perception Google's financial health is undeniable. As of Q1 2025, the company reported a profit margin of 30.86% and an operating margin of 33.92%. Its return on equity (ttm) stands at an impress

Gemini has added 13 million new users in the past month, doubling the user growth of ChatGPT. This significant surge indicates Gemini is rapidly gaining market share, a highly bullish signal for $Alphabet(GOOG)$ 

$Alphabet(GOOG)$ Alphabet Inc. (NASDAQ: GOOGL), the parent company of Google and a titan of the tech industry, has had a turbulent start to 2025. Year-to-date, the stock has declined by over 10%, even after a modest recovery in recent weeks that pushed shares up from a low below $150 to over $171 per share. While short-term market volatility can spark concern, long-term investors know that it’s crucial to look beyond the noise and analyze a company’s fundamentals, growth prospects, and valuation potential over a multi-year horizon. This article aims to do just that by presenting an in-depth forecast for Alphabet’s stock price through 2030, backed by detailed data, assumptions, and scenario analysis to help you understand where the stock might be h

GOOG: The Most Overlooked Gem in Tech? 🧐📉 Undervalued Titan or Sleeping Giant About to Roar? 🦁📈 Among the titans of tech, Alphabet ($Alphabet(GOOG)$  ) has always been the quiet powerhouse—dominant in search 🔍, unrivalled in digital ads 💰, and sitting on a war chest of over $120 billion in cash 💼. Yet despite its formidable fundamentals, GOOG’s stock still trades like the underdog 🤷‍♂️. Is this just market apathy—or the perfect setup for an explosive breakout? 💥🚀 Let's talk valuation 📊. GOOG trades at just ~22x forward earnings—a sharp discount to Microsoft (~33x), Nvidia (~48x), and even Amazon (~40x) 😮. And this is for a company generating $70B+ in annual free cash flow, with 10%+ revenue growth, and leadership across Search, YouTube,

Valuation Analysis: Is GOOG Undervalued? To assess whether GOOG is undervalued, let’s examine key valuation metrics and compare them to historical averages, peers, and the broader market: Price-to-Earnings (P/E) Ratio: Trailing Twelve Months (TTM) P/E: 18.89, significantly lower than Alphabet’s 10-year average of 25.88. Forward P/E (2026 estimates): Approximately 16.5, suggesting the stock is priced at a discount relative to expected earnings. Peer Comparison: Compared to other “Magnificent 7” tech companies (e.g., Apple, Microsoft, Meta), Alphabet’s P/E is notably lower. For instance, Microsoft’s TTM P/E is around 35, and Apple’s is approximately 30, indicating Alphabet trades at a discount relative to its peers. Price-to-Sales (P/S) Ratio: Current P/S: Approximately 6, which is reasonabl

The Federal Reserve is signaling a potential rate cut as early as July, with Vice Chair Michelle Bowman and Governor Christopher Waller both expressing support if inflation continues to ease. Core PCE inflation has cooled to 2.6%, and signs of labor market fragility are prompting a more dovish stance. While not all Fed officials are aligned, the growing consensus suggests a shift toward easing policy to support economic resilience. Markets have responded positively to this tone. Treasury yields have dipped, and equities are holding near record highs. The S&P 500, which recently hovered around 6,040, is just shy of its all-time peak of 6,144. With rate cut expectations rising and inflation pressures easing, investor sentiment is tilting bullish again. Can the S&P 500 reclaim 6,100?

Leader in advertising under pressure from AI advancements 

$Alphabet(GOOG)$ Google’s doubling down on AI, and the stakes couldn’t be higher. After unveiling a slew of AI-powered upgrades at its latest I/O conference, the spotlight’s on the dazzling “AI Mode” in its core Search engine. This isn’t just a shiny new toy—it’s a game-changer, backed by the powerhouse Gemini 2.5 Pro model, and it’s got Wall Street buzzing. Shares spiked over 5% intraday to $167.94, but the real question is: can Google ride this AI wave back to $200? Will the market buy into this bold vision? And does this mean Google’s officially king of the AI hill? Buckle up—let’s break it down. 🚀 AI Mode: The Search Revolution Unleashed Imagine searching with live video assistance, virtual try-ons, or answers that feel like they’re reading yo

$Snowflake(SNOW)$ Q1 2026 earnings demonstrated robust revenue growth (+26% YoY), an EPS beat ($0.24 vs. $0.21 est.), and strong customer expansion (606 high-value clients, RPO +34% YoY). The AI Data Cloud strategy, partnerships with NVIDIA and Anthropic, and operational efficiency gains underpin long-term growth. However, revenue growth deceleration, declining NRR, and high stock-based compensation remain points of caution.Valuation Re-Rating Triggers:Accelerated AI Revenue Contribution: Significant growth in AI-driven workloads (e.g., Cortex AI-powered queries and app development) could prompt a valuation re-rating.Sustained NRR and RPO Growth: NRR recovering to higher levels (e.g., 130%) or continued RPO growth would bolster confidence in futur

As we see the AI talks heat up with more and more complementary technology coming to support the AI space, I believe that $Alphabet(GOOGL)$ has the potential to improve its market share in the AI space. It is making substantial investments and strategic moves to do so. While OpenAI (backed by Microsoft) has seen significant early traction with ChatGPT, Google has inherent strengths and a clear strategy to gain ground. In this article, I would like to share what I have found to analyse how Google can improve its AI market share. I am holding my Alphabet shares for long term, as I believe Google is in a good position to gain more market share in the AI space. Google's Current Position and Challenges Dominant in Search, but AI is a New Frontier: Goo

Google Breaks Search Curse & Leads AI Race: Can the Stock Hit $200? 📈 Google just reminded the market who the true king of Search is. Shares of Alphabet Inc. (GOOGL) surged over 5% intraday following a blockbuster presentation at the I/O developer conference, where the tech giant unveiled an aggressive slate of AI-powered enhancements to its Search engine. At the center of the buzz is the all-new “AI Mode,” a radical interface powered by Gemini AI that answers questions conversationally, summarizes search results, and proactively anticipates user needs. This is not a minor UI refresh—it’s a fundamental overhaul of the Search experience as we know it. For over a year, Google has played defense while rivals like OpenAI, Microsoft, and Meta took bold swings in generative AI. But with this

$Alphabet(GOOG)$ $NASDAQ(.IXIC)$ $S&P 500(.SPX)$ Google’s stock just ignited a 5% intraday rally, fueled by a jaw-dropping showcase at its I/O developer conference. The spotlight? A revamped Search engine with “AI Mode”—a bold leap that’s got Wall Street buzzing. With few rivals able to match this firepower, Google’s making a loud statement in the AI race. But can this momentum propel the stock back to $200? Will the market buy into this AI-powered vision? Let’s unpack the catalysts, hurdles, and what’s at stake for this tech juggernaut. The Big Reveal: AI Mode Steals the Show At I/O, Google unveiled a suite of AI upgrades, headlined by “AI Mode” in Search.

Google's AI Search Vision Ignites: Is This Rally Just Getting Started? Google's stock is rebounding, fueled by strong earnings and a clear AI strategy, shaking off earlier market skepticism.  Since April, shares have trended upward, but can the momentum last, and what's next for U.S. Investors? AI-Powered Search Takes Center Stage At its I/O conference on Tuesday, $Alphabet(GOOG)$   unveiled a slew of advancements in AI, multimodal models, cross-device integration, and developer tools.  The spotlight was on Google Search’s new AI Mode tab, which supports queries up to hundreds of words, automatically breaks down user intent, and delivers structured answers. This feature rolled out to U.S. users th

Google Breaks the Search Curse and Leads the AI Race: Can Stock Hit $200? As of May 23, 2025, the tech world is abuzz following Google’s major announcements at its I/O developer conference. The unveiling of a series of AI-powered upgrades to its core Search engine, headlined by the eye-catching new “AI Mode,” has driven Google’s shares up over 5% intraday. This bold move has reignited debates about the company’s position in the AI race and its stock potential. With the market reacting positively, questions arise: Can Google’s stock climb back to $200? Will the market embrace its AI-powered Search? Does this launch signal that Google is now leading the current AI race? Let’s dive into the analysis. The Catalyst: AI Mode and Market Response Google’s I/O conference showcased a transformative

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I/O 2025 demonstrated Alphabet's full acceleration in AI, with Gemini at its core to drive innovation in Search, Workspace, generative media, cloud infrastructure, and mobile devices, among others.Goldman Sachs maintains its "buy"Goldman Sachs maintains a Buy rating on Alphabet with a $220 price target based on its competitive advantages in AI distribution, personalization, and infrastructure.Despite risks such as competition and regulation, Alphabet's AI strategy provides a solid foundation for long-term growth.An OverviewTopic: Accelerating AI Innovation with Gemini at its CoreKey area: the full integration of AI technology into Alphabet's product lines, including Sea

The tech titans are at it again. Alphabet’s stock nosedived after whispers surfaced that Apple might roll out an AI-powered search feature in Safari, threatening Google’s iron grip on the search market. But the stock has clawed its way back, sparking a heated debate: Can Apple really steal Google’s crown? Is Alphabet’s dip a golden buying opportunity, or a sign of darker days ahead? Let’s unpack this high-stakes showdown, crunch the numbers, and set some bold target prices for both companies. Apple’s AI Gambit: A Real Threat to Google? Apple’s potential AI-powered search feature isn’t just a rumor—it’s a calculated jab at Google’s dominance. For years, Google has paid Apple billions (think $20 billion annually) to stay the default search engine on Safari. Now, Apple’s reportedly flirting w