Mag 7 P/E Rankings Shift! Chase GOOG or Buy the Most Undervalued?
$Alphabet(GOOG)$ yesterday soared to a new all-time high of $302, outperforming NVDA over the past month. The market seems to be pricing GOOG as the AI application era’s big winner, with some projecting its market cap could surpass $4 trillion. Even over the next three months, some expect GOOG may continue to outperform NVDA.
So far this year, GOOG has been the best-performing MAG7 stock, up 53% YTD.
Meanwhile, $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ , and $Amazon.com(AMZN)$ have barely moved.
After this surge, forward P/E rankings have shifted — GOOG is no longer undervalued, while Meta now looks relatively cheaper. Apple’s valuation is above 90% of its historical percentile, despite limited gains this year.
Other top market-cap U.S. stocks are also shining: AVGO is approaching $2 trillion, and LLY recently broke $1,000, beating many tech stocks.
Looking at the bigger picture, Barclays has raised its $S&P 500(.SPX)$ year-end target to 7,400, and J.P. Morgan sees the recent U.S. market pullback — the longest losing streak since August — as a technical shakeout, offering dip-buying opportunities.
“Nothing has changed fundamentally, and our thesis doesn’t rely on Fed easing — now is a good time to buy the dip.”
Has Google’s rally peaked for the year? Compared to Microsoft’s 2023 surge, GOOG’s YTD gain is similarly around 50%+.
Would you add more GOOG now, or is Meta a better dip-buy?
Do you think the S&P 500 will reach 7,400 by year-end?
Is NVDA’s forward P/E of 40 expensive or still attractive?
Leave your comments to win tiger coins! Lucky tiger can win 66 tiger coins~
Each week, you stand a chance to win $5 options vouchers, options book, and extra 100 tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Google’s 50 percent YTD surge is strong, but the rally may not be over. Gemini 3 Pro gives it fresh AI momentum, and its valuation around 26 times earnings is still cheaper than most megacaps. It may consolidate, yet the uptrend remains intact.
Between Google and Meta, Google offers steadier AI-infrastructure upside while Meta provides a cleaner valuation dip after recent pullbacks. Choice depends on whether one prefers structural growth or valuation reset.
For the S&P 500, a year-end push toward 7 400 is possible if macro data stays stable and sentiment improves, though the window is tight.
Nvidia’s forward P/E of 40 is high, but still supported by exceptional AI demand. It is expensive, yet not unreasonable given its growth visibility.
I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally.
Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.
Check them in the history - “community distribution“
Meta Platforms Inc (META) offers stronger valuation and more upside than GOOG, with a recovering ad business and efficiency gains, making it the better dip-buy, though GOOG remains the steadier and more value-focused choice
A target of 7,400 for the S&P 500 by year-end 2025 is quite challenging unless something unusually bullish occurs
While the forward P/E of 40 for NVIDIA Corporation (NVDA) is high, its dominant position in the AI data center market and strong growth potential make it attractive for long-term investors
Overall, GOOG remains a solid long-term hold but less favorable now, while META offers better value and upside, the S&P 500 reaching 7,400 by year-end seems unlikely, and NVDA continues to be compelling for long-term AI growth despite its high P/E。。。
Tag :
@Huat99
@Snowwhite
They have safe haven to run to if the AI bubble pops, so I'm sure AI-mad investors understand that, and choose to seek safety by investing in google to diversify a little more.
I don't think there is too much climbing to be done before year end, this wave is likely people running from other AI companies and diverting funds to google, so it will go up, but nothing absurd, after all the market seems to be facing some correction.
Google seems more sound in their fundamentals when compared to Meta. Meta feels very casual and callous when they take things on, but that's just the impression I get.
I have to say though... every time I see the number, I shake my head and laugh that tsla has such a high PE ratio, that's a whole other bubble waiting to pop.
经过一年的强劲上涨，标准普尔500指数的估值按照历史标准来看已经过高。高估值意味着几乎没有犯错的空间。经济数据的任何问题或令人失望的收益报告都可能引发迅速调整。
今年的大部分涨幅都是由Magnificent 7推动的，而不是广泛的市场反弹。如果Mag 7跌倒，这种集中风险使该指数变得脆弱。
地缘政治的不确定性以及通胀和利率的影响继续带来阻力。
归根结底，追逐7400与其说是硬分析的问题，不如说是情绪动力的问题。
市场能否克服其谨慎的立足点&推出一个令人惊叹的最终sprint？
我的长期视野使我看好市场，但7400点可能需要更长的时间。
@Tiger_comments @Tiger_SG @TigerStars @TigerClub @CaptainTiger
The bulls are roaring, pointing to Google Cloud's undeniable success & the seamless integration of AI into our digital lives. But the bears are also circling, whispering about overbought indicators & the eye watering valuation that no longer looks like the bargain it once was.
Meanwhile $Meta Platforms, Inc.(META)$ is down due to a one time tax charge that some see as a dip buying opportunity. It is potentially riskier but also possibly more rewarding.
My money is on Google as it has a proven business model, AI leadership & a solid financial position which aligns with a stable, long term growth.
Unlike Meta's more speculative AI investments, Google is already monetising its AI advancements through Google Cloud & enhanced search dominance, showing clear returns on its capex.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @TigerStars
Between adding GOOG or Meta, I slightly prefer Meta $Meta Platforms, Inc.(META)$ at this level. Google is no longer cheap, while Meta’s valuation looks more appealing after months of consolidation. Meta’s ad engine remains strong, and its AI push is still underpriced. For me, GOOG is a hold or small add, while Meta looks more like a dip opportunity.
On the broader market, the S&P 500 reaching 7,400 is achievable if earnings hold up. NVDA at 40x forward earnings isn’t cheap, but still reasonable for a dominant leader with strong growth. Attractive long term, just with more volatility ahead.
@Tiger_comments @TigerStars
在这次飙升之后，远期市盈率排名发生了变化——GOOG不再被低估，而Meta现在看起来相对便宜。苹果估值高于其历史百分位数的90%，尽管今年涨幅有限。