Latest Articles
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Beating S&P 500 by 37% Since The Start Of 2023, Where Is Alphabet Stock Headed?
Alphabet (Google)’s stock (NASDAQ: GOOG) has gained around 66% since the start of 2023 as compared to the 29% rise in the S&P500 index over the same period. That said, at its current price of $147, the stock is trading 9% below its fair va...
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Beating The S&P 500 By 40% Since The Start Of 2023, What To Expect From Alphabet Stock In Q4?
Alphabet (NASDAQ: GOOG) is scheduled to report its fiscal Q4 2023 results on Tuesday, January 30, 2024. We expect revenues to remain just below (in line) the expectations, while earnings are likely to miss the consensus. The company outperforme...
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After 50% Move This Year Alphabet Stock To Outperform The Estimates In Q3
Alphabet (NASDAQ: GOOG) is scheduled to report its fiscal Q3 2023 results on Tuesday, October 24, 2023. We expect Alphabet to top the consensus estimates of earnings and revenues. The company surpassed the street expectations in the last quart...
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Alphabet Stock Outperformed The Street Expectations In Q2
Alphabet (Google)’s stock (NASDAQ: GOOG) has gained around 49% YTD as compared to the 20% rise in the S&P500 index over the same period. That said, at its current price of $130, the stock is trading 4% below its fair value of $135 – Trefis’...
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What To Expect From Alphabet Stock ?
Alphabet (Google)’s stock (NASDAQ: GOOG) has gained around 20% YTD as compared to the 8% rise in the S&P500 index over the same period. That said, at its current price of $107, the stock is trading 16% below its fair value of $127 – Trefis...
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Alphabet Stock Lost 10% In One Week, What’s Next?
Alphabet (Google’s) stock (NASDAQ: GOOG) has lost 9.8% in the last week, underperforming the S&P 500 (down 1%). Further, the same trend was observed over the last ten days (-5.8% vs 0.6%) and one month period (2.8% vs 3.2%). The stock p...
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What’s Happening With Digital Ad Stocks?
Our theme of Ad Tech Stocks – which includes Internet platforms and ad technology players – has declined by close to 56% year-to-date, as the U.S. and the global economy face multiple headwinds, underperforming the Nasdaq-100, which remains dow...
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Alphabet (Google) Stock Underperformed The Consensus In Q3, What’s Next?
Alphabet (Google)’s stock (NASDAQ: GOOG) has lost approximately 37% YTD as compared to the 19% drop in the S&P500 index over the same period. That said, at its current price of $90, the stock is trading 32% below its fair value of $133 – T...
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Alphabet (Google) Stock Missed The Street Expectations In Q2, What’s Next?
Alphabet (Google)’s stock (NASDAQ: GOOG) has lost approximately 18% YTD as compared to the 13% drop in the S&P500 index over the same period. That said, at its current price of $118, the stock is trading 20% below its fair value of $148 – ...
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Alphabet (Google) Stock Lost 6.2% In One Week, What To Expect?
Alphabet (Google’s) stock (NASDAQ: GOOG) has lost 6.2% in the last week, underperforming the S&P 500 (down 0.9%). However, it has outperformed the broader markets over the last ten days (3.1% vs 2.1%) and one month (5.2% vs 3%). The stock ...
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Is Alphabet (Google) Stock Attractive At Current Levels?
Alphabet (Google)’s stock (NASDAQ: GOOG) has lost approximately 22% YTD as compared to the 15% drop in the S&P500 index over the same period. Notably, the benchmark index for the technology sector, the NASDAQ-100 Technology Sector index, h...
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Forecast Of The Day: Google Cloud Net Revenues
What? Alphabet’s (NASDAQ:GOOG) Google Cloud Net Revenues – which includes sales of Google Cloud Platform and Google Workspace – more than doubled from about $9 billion in 2019 to $19.2 billion in 2021. Trefis expects the metri...
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Company Of The Day: Alphabet
What? Alphabet (NASDAQ:GOOG), Google’s parent company, will acquire cybersecurity company Mandiant in a $5.4 billion all-cash deal. So What? The deal could help to bolster the cybersecurity capabilities of Google’s fast-growing cl...
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Digital Ad Stocks Drop Amid iOS Changes, Covid Reopening. Should You Buy?
Our theme of Ad Tech Stocks – which includes Internet platform players and more specialized ad technology players – has underperformed considerably over 2022, declining by a massive 30% year to date. This compares to the broader S&a...
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Company Of The Day: Alphabet
What? Google’s parent company Alphabet (NASDAQ:GOOG) posted a stronger than expected set of Q4 2021 results. Revenue rose 32% versus last year to $75.33 billion, while EPS came in at $30.69 per share. The company also announced a 20 to 1 s...
