Samlunch
07-24
$Alphabet(GOOGL)$  


🇺🇸📱 Alphabet $GOOGL is down -4% today

Let's try to explain that

1️⃣ CAPEX are up and should remain high - the market fails to note that it is for future growth and the company's ROIC is above 20%

2️⃣ Despite being down 8% from its ATH, the stock is still up 25% since January 24. This is a normal healthy consolidation / profit taking

3️⃣ Slowdown in advertising growth

I think the company has a lot of leverages to improve its net profit margin: Cloud growth, AI and operational efficiency

A calm long term investor would wait for the end of this consolidation phase to reinforce its position


Alphabet's Ad Revenue Misses: A Bottom Chance?
Alphabet Inc. reported Q2 revenue of $71.36 billion, surpassing the $70.7 billion analyst estimate, driven by cloud services and search engine ads. Net income was $1.89 per share, beating the $1.84 estimate. But the company reported a slowdown in advertising sales growth in the second quarter, triggering an after-hours selloff of its shares of about 1.5%. ---------------- How will Alphabet's ad misses imply for other companies? Like Meta and Snap? What's your target price for Alphabet? Is it a good bottom chance as the company beats the most indicators?
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.

Comments

  • dimpy
    07-25
    dimpy

    earning overall is pretty good, YT miss is quite small, great buying opportunity before it starts to go toward 200

  • glowzi
    07-25
    glowzi

    Google is still king of search and streaming platforms.

    And election year means accelerating ads going into november.

  • snugglo
    07-25
    snugglo

    It's way too oversold. At the current level, it's a great value buying opportunity

  • vippy
    07-25
    vippy

    I am more focused on where GOOGL will be 24 months from now, not the next 24 days. Bullish

  • pixiezz
    07-25
    pixiezz

    great opportunity its not expensive...gonna make some good money on this

  • BraisingBull
    07-25
    BraisingBull
    Great article, would you like to share it?
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