Alphabet Inc.
- Open
- 347.55
- Day high
- 348.17
- Day low
- 341.13
- Prev close
- 353.81
- Volume
- 21.7M
- Mkt cap
- $4.19T
- P/E (TTM)
- 26.1
- EPS (TTM)
- $13.24
- P/B
- 8.8
- P/S
- 9.9
- Yield
- 0.25%
- Per share
- $0.85
Alphabet Inc. (GOOG) is a Technology company listed on NASDAQ. The stock is up 86% over the past year. Drillr has 3 published research articles covering GOOG.
Alphabet Inc. (GOOG) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GOOG earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $2.68 | $5.11 | +90.7% | $109.9B | +2.7% |
| Feb 4, 2026 | $2.63 | $2.82 | +7.2% | $113.8B | +2.3% |
| Oct 29, 2025 | $2.30 | $2.87 | +24.8% | $102.3B | +2.4% |
| Jul 23, 2025 | $2.18 | $2.31 | +6.0% | $96.4B | +2.5% |
| Apr 24, 2025 | $2.02 | $2.81 | +39.1% | $90.2B | +1.2% |
| Feb 4, 2025 | $2.12 | $2.15 | +1.4% | $96.5B | -0.2% |
| Jul 23, 2024 | $1.84 | $1.89 | +2.7% | $84.7B | +0.6% |
| Apr 25, 2024 | $1.51 | $1.89 | +25.2% | $80.5B | +2.3% |
| Jan 30, 2024 | $1.59 | $1.64 | +3.1% | $86.3B | +9.7% |
| Jul 25, 2023 | $1.34 | $1.44 | +7.5% | $74.6B | +14.0% |
| Feb 2, 2023 | $1.19 | $1.05 | -11.8% | $76.0B | -0.2% |
| Jul 26, 2022 | $1.30 | $1.21 | -6.9% | $69.7B | -0.2% |
GOOG insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 20, 2026 | Porat Ruthofficer: President and CIO | Grant | 94,715 | — |
| Feb 20, 2026 | Pichai Sundardirector, officer: Chief Executive Officer | Sell | 1,425 | $305.36 |
| Feb 20, 2026 | Schindler Philippofficer: SVP, Chief Business Officer | Grant | 227,313 | — |
| Feb 20, 2026 | Porat Ruthofficer: President and CIO | Tax | 47,141 | $332.73 |
| Feb 20, 2026 | Schindler Philippofficer: SVP, Chief Business Officer | Tax | 113,745 | $332.73 |
| Feb 20, 2026 | Pichai Sundardirector, officer: Chief Executive Officer | Sell | 5,253 | $302.60 |
| Feb 20, 2026 | Pichai Sundardirector, officer: Chief Executive Officer | Sell | 11,219 | $303.64 |
| Feb 20, 2026 | Pichai Sundardirector, officer: Chief Executive Officer | Sell | 14,603 | $304.46 |
| Feb 20, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Grant | 94,715 | — |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 11,531 | $301.69 |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 14,641 | $302.64 |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 600 | $304.47 |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 4,200 | $300.81 |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 5,402 | $303.41 |
| Feb 19, 2026 | WALKER JOHN KENTofficer: President, Global Affairs, CLO | Sell | 1,900 | $297.70 |
Source: GOOG SEC Form 4 filings, latest Feb 20, 2026. For informational purposes only — not investment advice.
See the full GOOG insider & 13F page →GOOG research & analysis
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Alphabet Inc. company profile
Overview
Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology conglomerate founded in 1998 as Google by Larry Page and Sergey Brin while they were PhD students at Stanford University. Originally established as a search engine company, Google reorganized under the Alphabet holding company structure in 2015 to separate its core internet services business from its more experimental ventures. Today, Alphabet stands as one of the world's largest technology companies, operating primarily through three main segments: Google Services (including Search, YouTube, and Android), Google Cloud, and Other Bets (experimental projects like autonomous vehicles through Waymo). The company has evolved from a simple web search provider into a comprehensive ecosystem of digital services, cloud computing solutions, and cutting-edge artificial intelligence technologies that serve billions of users globally.
Business
Alphabet operates in the internet content and information industry, functioning as a comprehensive digital ecosystem provider across multiple technology segments. The company's business is structured around three primary divisions: Google Services represents approximately 85% of total revenue and encompasses the company's core consumer-facing products. This segment includes Google Search, the world's dominant search engine that processes billions of queries daily by indexing and organizing web content to provide relevant results to users. YouTube operates as a global video-sharing platform where users upload, share, and consume video content, while creators can monetize their channels through advertising revenue sharing. Android serves as the world's most widely-used mobile operating system, powering billions of smartphones and tablets globally. Additional services include Gmail (email service), Google Maps (navigation and location services), Google Drive (cloud storage), Chrome (web browser), and Google Play (digital content marketplace for Android apps, games, and media). Google Cloud accounts for roughly 12% of revenue and provides enterprise-focused cloud computing services. This includes infrastructure services (computing power, storage, and networking), platform services (databases, analytics, and development tools), and increasingly, artificial intelligence and machine learning services through products like Vertex AI. Google Workspace (formerly G Suite) offers cloud-based productivity and collaboration tools for businesses, including enterprise versions of Gmail, Google Docs, Sheets, and Meet video conferencing. Other Bets represents approximately 1% of revenue and houses Alphabet's experimental and emerging technology projects. The most prominent is Waymo, an autonomous vehicle technology company developing self-driving cars and related services. This segment also includes various healthcare technology initiatives, internet infrastructure projects, and other moonshot technologies that may represent future growth opportunities but currently operate at early stages or in research and development phases.
Revenue model
Alphabet generates revenue through multiple complementary business models, with advertising serving as the primary revenue driver across its ecosystem. Google Search and YouTube advertising operate on a pay-per-click and impression-based model where businesses bid to display ads alongside search results and video content. The company captures value by matching advertiser demand with user intent and attention, taking a percentage of advertising spend. Google Network advertising extends this model by placing ads on third-party websites and apps, with Alphabet sharing revenue with these partner sites. Subscription and service revenues come from YouTube Premium, YouTube TV, Google One cloud storage, Google Pixel devices, and various app store commissions from Google Play. The company typically takes a 15-30% commission on app purchases and in-app transactions. Google Cloud operates on a usage-based and subscription model, charging enterprises for computing resources, storage, data processing, and software-as-a-service offerings. Several factors significantly impact Alphabet's margins and profitability. Positive margin drivers include the company's massive scale advantages in data centers and infrastructure, AI-driven automation that reduces operational costs, and the high-margin nature of digital advertising where incremental revenue requires minimal additional costs. The company's dominant market positions in search and mobile operating systems create pricing power and advertiser demand. Margin pressures come from substantial capital expenditures required for data center infrastructure, particularly as AI computing demands increase dramatically. Regulatory scrutiny and potential antitrust actions could limit revenue growth or force business model changes. Competition from social media platforms, Amazon, and emerging AI companies threatens advertising market share. Additionally, privacy regulations like GDPR and cookie deprecation impact ad targeting effectiveness, while economic downturns directly reduce advertiser spending across all segments.
Competitive moat
Alphabet possesses several significant competitive advantages that create substantial barriers to entry, though some face emerging challenges. The company's strongest moat lies in its network effects and data advantages. Google Search improves with more users because increased query volume generates better search algorithms and more comprehensive indexing, while more users attract more advertisers, creating a virtuous cycle. Similarly, Android's massive user base attracts app developers, which in turn attracts more users to the platform. Scale economies provide another crucial advantage. Alphabet's enormous infrastructure investments in data centers, undersea cables, and computing resources would be prohibitively expensive for competitors to replicate. The company processes over 8 billion searches daily and serves billions of YouTube hours, creating operational efficiencies that smaller competitors cannot match. This scale also enables superior AI model training, as Alphabet has access to more data and computing power than virtually any competitor. Switching costs and ecosystem lock-in strengthen the moat further. Users become deeply integrated into Google's ecosystem through Gmail, Google Drive, Photos, and Android, making switching to alternatives increasingly difficult. For advertisers, Google's comprehensive measurement tools, audience data, and campaign management systems create operational dependencies that discourage platform switching. However, Alphabet's moat faces meaningful challenges. Regulatory pressure represents the most significant threat, with antitrust investigations potentially forcing business model changes or asset divestitures. AI disruption poses another risk, as new conversational AI interfaces could bypass traditional search, potentially undermining Google's core advertising model. Companies like OpenAI, Microsoft, and emerging startups are developing alternative ways for users to access information that don't rely on traditional web search. Privacy regulations and the deprecation of third-party cookies are weakening Alphabet's advertising targeting capabilities, though the company is developing alternative solutions. Despite these challenges, the combination of scale, data advantages, and ecosystem integration still creates a formidable competitive position that would be extremely difficult for new entrants to overcome.
Risks & safety
Alphabet demonstrates a strong margin of safety with robust financial fundamentals and conservative capital structure, though valuation metrics suggest limited downside protection at current levels. • Liquidity and Solvency: Excellent financial position with $23.5 billion in cash and short-term investments, minimal debt-to-equity ratio of 0.078, and strong current ratio of 1.84. The company generates substantial free cash flow of $73 billion annually, providing significant financial flexibility. • Profitability Metrics: Strong return on equity of 31% and healthy operating margins around 32%, indicating efficient capital allocation and pricing power in core markets. • Valuation Concerns: Current P/E ratio of 23.3x appears elevated relative to historical averages, while EV/EBITDA of 17.2x suggests limited margin of safety. Price-to-book ratio of 7.2x indicates the stock trades at a significant premium to tangible assets. • Growth Sustainability: Revenue growth has decelerated to mid-teens rates, while the company faces increasing capital expenditure requirements for AI infrastructure, potentially pressuring future free cash flow generation. • Regulatory and Competitive Risks: Antitrust investigations and potential business model disruption from AI competitors create meaningful downside scenarios not fully reflected in current valuations.
Recent development
Over the past several years, Alphabet has undergone a significant strategic transformation centered on artificial intelligence integration and cloud computing expansion. The company has aggressively pivoted toward AI-first product development, launching the Gemini family of large language models to compete directly with OpenAI's GPT series. This includes Gemini 2.0, Gemini Flash for faster processing, and specialized models for different use cases, representing a fundamental shift from traditional search algorithms to conversational AI interfaces. Search evolution has been a primary focus, with the rollout of AI Overviews to over 1 billion users across 100+ countries, fundamentally changing how search results are presented. The company has introduced AI Mode in Search and expanded Circle to Search capabilities to over 200 million Android devices, enabling visual search through screenshots and camera inputs. These developments represent the most significant changes to Google Search since its inception. Google Cloud transformation has accelerated dramatically, with the segment achieving its first $1 billion quarterly operating profit and crossing $10 billion in quarterly revenue. The company has focused heavily on AI infrastructure services, with Vertex AI seeing 5x customer growth year-over-year and the introduction of Google Agentspace for enterprise data synthesis. Cloud revenue growth has consistently exceeded 25% annually, driven by both traditional infrastructure services and new AI-powered offerings. YouTube monetization improvements have been substantial, particularly for YouTube Shorts, where monetization rates relative to traditional long-form content have more than doubled over 12 months. The platform has expanded into commerce with over 250,000 creators participating in the YouTube Shopping affiliate program, while maintaining its position as the number one streaming platform by watchtime in the United States. Waymo autonomous vehicles have scaled significantly, completing over 4 million passenger trips and averaging 150,000 trips weekly, with expansion into new markets including Austin, Atlanta, and international markets like Tokyo. The company has also launched Android XR platform in partnership with Samsung and Qualcomm, positioning for the next generation of extended reality devices and interfaces.
GOOG company profile · for informational purposes only — not investment advice.
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