The Motley Fool·19h ago
Warren Buffett's Farewell: What Investors Can Learn From His Biggest MistakeBuffett is widely recognized as the greatest investor of all time. He's also highly regarded for his aphorisms and simple investing advice.
Alphabet's accelerating 24.2% revenue growth, driven by Google Cloud's 82% surge, underscores its AI leadership, yet the 93.7% net margin in 2026Q2, inflated by a $112.2B net income versus $39.1B operating cash flow, raises earnings quality concerns. The compa...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 24.2% YoY in 2026Q2 with gross margin expanding to 61.6%, yet net margin of 93.7% and EPS of $9.11 versus $2.31 a year ago suggest possible one-time items inflating earnings.
Google Cloud is projected to achieve over 50% year-over-year revenue growth, driven by enterprise AI adoption and Gemini integration.
Alphabet has a Cloud backlog exceeding $460 billion, providing strong revenue visibility for future growth.
Significant investments in AI infrastructure, including custom TPUs and Gemini models, are expected to differentiate Alphabet in the market.
Alphabet's CapEx is guided between $175 billion and $190 billion in 2026, raising concerns about future free cash flow.
Ongoing antitrust actions could impact revenue growth and earnings, posing a significant risk to the stock.
There is a risk that AI compute could commoditize faster than contracts can pay back, affecting profitability.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $9.11+217.4% vs $2.87 | $119.8B+2.8% vs $116.5B |
Q2 2026 Apr 29, 2026 | $5.11+90.7% vs $2.68 | $109.9B+2.7% vs $107.0B |
Q1 2026 Feb 4, 2026 | $2.82+7.2% vs $2.63 | $113.8B+2.3% vs $111.3B |
Q4 2025 Oct 29, 2025 | $2.87+24.8% vs $2.30 | $102.3B+2.4% vs $99.9B |
Buffett is widely recognized as the greatest investor of all time. He's also highly regarded for his aphorisms and simple investing advice.
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027.
The founder of the trust and safety team at Alphabet's Google this week called for a slowdown in AI development, warning that the tech industry was repeating the same mistakes from the social media era, potentially causing even greater harm to children.
Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle is actually headed.
Benchmark GOOG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Alphabet Inc. (GOOG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $347.41 | $4.2T | 32.14 | 15.13% | 32.8% | 35.7% | 0.24% | |
| $736.60 | $1.87T | 31.36 | 22.17% | 29.84% | 29.73% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $254.98 | $2.74T | 35.56 | 12.38% | 17.44% | 30.5% | — | |
| $339.75 | $4.99T | 45.54 | 6.43% | 27.62% | 137.18% | — | |
| $92.43 | $31.44B | 52.64 | -3.04% | -2.9% | -1.61% | — |
Alphabet Inc. (GOOG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Alphabet Inc. (GOOG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Jul 22, 2026·SEC
Jun 11, 2026·SEC
Feb 5, 2026·SEC
Get notified when GOOG posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Alphabet Inc. (GOOG) stock FAQ — growth, dividends, profitability & financials explained
Alphabet Inc. (GOOG) reported $445.87B in revenue for fiscal year 2025. This represents a 101347% increase from $439.5M in 2002.
Alphabet Inc. (GOOG) grew revenue by 15.1% over the past year. This is strong growth.
Yes, Alphabet Inc. (GOOG) is profitable, generating $244.21B in net income for fiscal year 2025 (32.8% net margin).
Yes, Alphabet Inc. (GOOG) pays a dividend with a yield of 0.24%. This makes it attractive for income-focused investors.
Alphabet Inc. (GOOG) has a return on equity (ROE) of 35.7%. This is excellent, indicating efficient use of shareholder capital.
Alphabet Inc. (GOOG) generated $53.27B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
