$Alphabet(GOOG)$ Alphabet (GOO

watchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analysts’ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow.

The market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats.

Information is for reference only and does not constitute investment advice.

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

koolgal
11-04
koolgal
Thanks for sharing 🥰🥰🥰

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":624647322177664,"tweetId":"624647322177664","gmtCreate":1793535350476,"gmtModify":1793535354432,"author":{"id":3585473797689026,"idStr":"3585473797689026","authorId":3585473797689026,"authorIdStr":"3585473797689026","name":"YTigger","avatar":"https://static.tigerbbs.com/eaefeca0a5a25faa930c0d98718014bc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.25","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> Alphabet (GOOGL)\nwatchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analysts’ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow.\nThe market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats.\nInformation is for reference only and does not constitute investment advice.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> Alphabet (GOOGL)\nwatchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analysts’ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow.\nThe market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats.\nInformation is for reference only and does not constitute investment advice.</body></html>","text":"$Alphabet(GOOG)$ Alphabet (GOOGL) watchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analysts’ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow. The market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats. Information is for reference only and does not constitute investment advice.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/624647322177664","repostId":0,"isVote":1,"tweetType":1,"viewCount":869,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":684,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":625511236801208,"commentId":"625511236801208","gmtCreate":1793749363287,"gmtModify":1793749705014,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"},"individualDisplaySort":1,"categoryType":2007,"isScarce":1,"effectEnabled":0,"wearingSort":1,"validityTo":"2026.12.14","validityToTimestamp":1797222001381}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1797222001381,"sortingWeight":0,"wearable":1},{"categoryType":2003,"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkType":2,"redirectLink":"https://ttm.financial/TW/9000980585","redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":624647322177664,"objectIdStr":"624647322177664","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks for sharing 🥰🥰🥰","text":"Thanks for sharing 🥰🥰🥰","html":"Thanks for sharing 🥰🥰🥰","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/624647322177664"}