Latest Articles
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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...
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Is Google’s Stock Cheap With Q4 Earnings Nearby?
Alphabet (Google)’s stock (NASDAQ: GOOG) is scheduled to report its fiscal Q4 2021 results on Tuesday, February 1. We expect GOOG to beat the consensus estimates for revenues and earnings. The company has reported better than expected re...
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Alphabet, Magnite: How Are Ad Tech Stocks Faring?
Our theme of Ad Tech Stocks – which includes Internet platform players and more specialized ad technology players – has underperformed considerably over 2021, rising by just about 6% over the year, compared to the S&P 500 which ...
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What’s To Expect From Google’s Stock?
[Updated 12/31/2021] Google Update Alphabet’s stock (NASDAQ:GOOG) has seen a rise of 69% since the start of 2021 but is now close to its near term potential. The company has continued to see healthy growth in revenue and earnings. For t...
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Alphabet, Magnite: Are Digital Advertising Stocks A Buy Ahead Of The Holidays?
Our theme of Digital Advertising Stocks – which includes Internet platforms players and ad technology players – has underperformed a bit this year, rising by just about 15% year-to-date, compared to the broader S&P 500, which re...
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Company Of The Day: Alphabet
What? Alphabet (NASDAQ:GOOG), the parent company of Google, reported a stronger than expected set of Q3 2021 results, with revenue rising 41% year-over-year to $65.12 billion and EPS rising 71% to $27.99. Why? Growth was driven by Google̵...
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Google’s Stock Unlikely To See Much Movement Post Q3 Earnings
Alphabet (Google)’s stock (NASDAQ: GOOG) is scheduled to report its fiscal Q3 2021 results on Tuesday, October 26. We expect GOOG to beat the consensus estimates for revenues but miss for earnings. The company has reported better than ex...
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Which Stocks Are Cheaper Than Google’s Stock?
We believe that there are other stocks that are currently better valued than Alphabet (Google)’s stock (NASDAQ: GOOG). GOOG’s current price-to-operating income ratio (P/EBIT) of 30.3x is much higher than levels of 14.3x for Altra Industri...
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Digital Advertising Stocks Are Underperforming, Time To Buy?
Our theme of Digital Advertising Stocks – which includes Internet platforms players and ad technology players – has declined a bit since our last update in late July. The theme has returned about 16% year-to-date, underperforming th...
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Google’s Record Quarter Bodes Well For Digital Advertising Stocks
Our theme of Digital Advertising Stocks – which includes digital ad platforms and ad technology players – has returned about 26% year-to-date, outperforming the broader Nasdaq-100, which is up by just about 18% over the same period....
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Company Of The Day: Alphabet
What? Alphabet (NASDAQ:GOOG), the parent company of Google posted a robust set of Q2 2021 earnings, with revenue rising 62% year-over-year to $61.9 billion and net income growing by 266% to $18.5 billion. Why? Growth was driven by surging dig...
