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GOGOOG

Alphabet Inc.

$GOOG·$4.3T·Internet Content & Information·Communication Services
$346.12-2.2%YTD+9.0%1Y+87.4%
Mentions · last 7 days
2026-07-11: 252 posts2026-07-12: 364 posts2026-07-13: 503 posts2026-07-14: 455 posts2026-07-15: 716 posts2026-07-16: 818 posts2026-07-17: 557 posts3,731+29%
Price updated 3h ago·X counts updated 3h ago
GOGOOG
$GOOGAlphabet Inc.
$346.12-2.17%3.7k posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GOOG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Buffett just took credit for Berkshire's stake, earnings hit in 6 days, and the AI-capex thesis is being priced.

Alphabet is the Search, YouTube and Cloud giant whose stock has doubled over the last year as the AI-search-disruption fear turned into an AI-capex-tailwind story. Warren Buffett publicly took credit for Berkshire's stake this week, and earnings hit in six days — the setup is decisively event-ahead.

  • The core business is compounding cleanly through the AI transition: Q1 2026 revenue grew 22% YoY, operating margin held at 36%, and free cash flow ran $10B in the quarter — the AI-search-disruption fear has failed to show up in the P&L, and Google Cloud is the visible growth engine.
  • The June capital raise is real but purposeful: Alphabet closed $55B+ of combined mandatory convertible preferred plus a $40B ATM program with Goldman, JPMorgan and Morgan Stanley on June 2 — pointed at AI capex, and against $4.3T market cap and $10B quarterly FCF, dilution runs at low single digits.
  • Insider action is mixed but not distributive at scale: officer John Kent Walker sold $3.1M at $349 on June 29 and CFO Ashkenazi had a $3.5M in-kind withhold, but the July-quarter print is dominated by routine director awards and gifts, not open-market top-tick distribution.

The July 22 Q2 earnings decide near-term direction. Cloud growth accelerating above 30%, Search operating margin holding above 35%, and FY guide north of the $487B consensus extends the setup toward $400. A Cloud miss or margin cut validates the Gemini-commoditization counter-thesis.

Agrees with X sentimentX is net bullish, citing the $4.35T market cap versus Meta's $1.7T, the 350/380 8/7 call-spread flow, and the Pelosi/Trump ownership overlap. Mechanics validate the frame: 22% Q1 revenue growth at 36% operating margin, $10B quarterly FCF, and a 27x TTM P/E that's cheap versus the hyperscaler peer group. The smaller counter-thesis on Gemini leapfrog is fair (some longtime bulls bought lotto puts post-earnings), but the July 22 print is what adjudicates it.

What to watch: The July 22 Q2 earnings. Watch Google Cloud growth (need above 30%), Search operating margin (need above 35%), FY 2026 revenue guide vs $487B consensus, and any capex-run-rate commentary tied to the June $55B raise. A Cloud miss or a Search-margin cut opens the door for the Gemini-commoditization thesis.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment40 posts analyzed · as of 2026-07-17

The GOOG A-share conversation mirrors GOOGL: Warren Buffett confirmed on CNBC that he personally initiated Berkshire's Alphabet investment, treating it as a strong long-term endorsement, while Bloomberg reports that Gemini 3.5 Pro is months behind schedule with engineers hitting internal AI-capacity constraints even at $180-190B of guided capex. Wedbush assumed coverage at Outperform with a $445 price target. Bears highlight the model-layer commoditization risk that Meta's Muse Spark 1.1 launch just underlined, and note that the July 29 earnings print into a fresh technical rejection is a dangerous setup. The name is being repriced on execution risk despite the Buffett tailwind.

Read the AI verdict + X sentiment for $GOOG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Google Search, YouTube, Google Cloud, and Waymo, with digital advertising as the dominant revenue source.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $GOOG.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $GOOG

Direct beneficiary — Operates Google Search, YouTube, Google Cloud, and Waymo, with digital advertising as the dominant revenue source; core operations sit in the path of the AI-enhanced digital advertising repricing.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
-0.3%YTD
+0.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
39.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$5.11$2.68+90.7%
Q4 2025Feb 4, 2026$2.82$2.63+7.2%
Q3 2025Oct 29, 2025$2.87$2.30+24.8%
Q2 2025Jul 23, 2025$2.31$2.18+6.0%
Next earningsWed, Jul 22·consensus EPS $2.87

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$109.9B+21.8%62.4%36.1%$5.17$10.1B
Q4 FY25$113.9B+18.1%59.8%31.6%$2.85$24.6B
Q3 FY25$102.3B+15.9%59.6%30.5%$2.89$24.5B
Q2 FY25$96.4B+13.8%59.5%32.4%$2.33$5.3B

Forward consensus

5-year forecast · up to 29 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$487.0B$480.4B – $496.1B$14.26$13.83 – $15.0629
FY27$582.3B$545.2B – $650.4B$14.73$13.72 – $17.0429
FY28$682.1B$629.5B – $745.0B$17.24$15.51 – $19.3022
FY29$788.3B$727.5B – $861.0B$20.08$18.06 – $22.4818
FY30$899.7B$830.3B – $982.6B$24.14$21.72 – $27.0314

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 10.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Frances ArnoldDirector112 sh$39KSellJun 29Walker John KentPresident9.0K sh$3.1MSellJun 26Marsida SaraciVP, Chief Accounting Officer449 sh$153KSellJun 15John L. HennessyDirector1.1K sh$387KSellMay 29Frances ArnoldDirector102 sh$39KSellMay 15John L. HennessyDirector1.1K sh$413KSellApr 30Frances ArnoldDirector102 sh$38KSellApr 15John L. HennessyDirector955 sh$317KSellApr 1O'toole Amie ThuenerVP, Chief Accounting Officer617 sh$179KSellMar 30Frances ArnoldDirector102 sh$28K
1–10 of 11
+ 64 other (24 awards · 17 conversions · 16 inkinds · 7 gifts) in window

See when $GOOG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of GOOG securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at GOOG.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement · Item 3.03 · Item 5.03: Charter amendment
AI summary

GOOG (GOOG) disclosed the entry into a material definitive agreement related to a securities offering, reported under 8-K Item 1.01. The transaction involves approximately $0. The agreement formalizes the terms between the company and underwriters or placement agents for the offering. This type of disclosure accompanies concurrent prospectus supplements and indentures for note offerings or equity distribution agreements.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

GOOG (GOOG) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing covers changes in the company's principal officers or directors. Individuals named in the filing include The Securities, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KMaterial agreementJun 48-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

GOOG (GOOG) disclosed the entry into a material definitive agreement related to a securities offering, reported under 8-K Item 1.01. The transaction involves approximately $0. The agreement formalizes the terms between the company and underwriters or placement agents for the offering. This type of disclosure accompanies concurrent prospectus supplements and indentures for note offerings or equity distribution agreements.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

Series B Mandatory Convertible Preferred Stock will be deposited with Computershare Trust Company, N.A. and Computershare Inc. (GOOG) filed a 424B5 prospectus supplement for an offering of notes. The offering size is $0 at 6.25%. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

Series A Mandatory Convertible Preferred Stock will be deposited with Computershare Trust Company, N.A. and Computershare Inc. (GOOG) filed a 424B5 prospectus supplement for an offering of notes. The offering size is $0 at 6.25%. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

GOOG (GOOG) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $0. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

+ 46 other (10 424B5s · 5 PX14A6Gs · 5 13Gs · 3 CERTs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Google employees are organizing around a new concern: keeping their jobsbusinessinsider.com·1d agoWarren Buffett Just Revealed He -- Not Greg Abel -- Made Berkshire's Big Alphabet Bet. Should You Follow Him In?fool.com·1d agoGoogle Gemini Launch Delayed as Tech Falls Short of Internal Goalspymnts.com·1d agoSecurities Fraud Investigation Into Alphabet Inc. (GOOG) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruzbusinesswire.com·1d agoGoogle delays new Gemini modelyoutube.com·1d ago

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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