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GOGOOGL

Alphabet Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 22% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (5.3K/wk), no spike
$GOOGL·$4.2T·Internet Content & Information·Communication Services
$349.54+0.6%YTD+9.6%1Y+38.7%
Price updated 16h ago·X counts updated 7d ago
GOGOOGL
$GOOGLAlphabet Inc.
$349.54+0.64%5.3k posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GOOGL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5,310X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GOOGL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-16

Alphabet's A-share thread is more openly bearish than $GOOG's, with the stock breaking a one-year uptrend line and 200SMA and the 8-week EMA crossing below the 21. Buyers step in with a $370/$440 November call spread and long-term compounder brags, arguing Google still owns ads and cloud. Two straight red days and heavy option flow keep the tension live; one bull calls $270 the preferred buy zone, waiting for a better setup rather than chasing here.

Read what X is saying about $GOOGL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GOOGL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-19

Catching its breath after a run — could pick back up or fade from here.

Alphabet's growth story finally has a real second engine in Cloud — but the chart is testing the level that decides whether the crowd trusts it.

Alphabet is the search-plus-YouTube-plus-Cloud-plus-Waymo compound machine, and the market is finally taking the Cloud and AI parts seriously — even as the chart tests a level that would spook the trade.

  • Revenue grew 22% last quarter with Cloud growth doing the heavy lifting — the story that used to be 'ads plus a lot of losses' is now 'ads plus a real second engine' with a Q2 EPS surprise north of 200%.
  • Operating margin at 33% and 39% ROE mean the AI capex it's now running does not require Alphabet to lever up or dilute — it can outspend rivals from cash flow, which is the structural moat GOOGL bulls under-articulate.
  • The chart just gave up its one-year uptrend line and is sitting right at the 200-day, two red days into a fresh Gemini AI security-breakout headline that cuts both ways — capability proof or governance red flag depending on the reader.

Oct 28 earnings decide the tone: Cloud held above 30% growth reboots the tape, while a soft print with the 200-day (~$337) breaking is what turns cooling into breaking-down and re-opens the $270 buy-zone conversation.

What to watch: The ~$337 200-day test — a clean hold with Oct 28 earnings showing Cloud growth above 30% reboots the tape; a break with a soft print turns cooling into breaking-down and re-opens the $270 buy-zone conversation the bulls are already teeing up.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $GOOGL

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 $GOOGL.

Internet Content & Information · Communication Services

AI-enhanced ad targeting is widening the platform gap — Google's push into Microsoft enterprise customers via AI tools and YouTube's $93B annual revenue scale are concentrating digital ad market share in the largest platforms. FDN's near-flat T12M (+1.9%) reflects antitrust and valuation ceiling risk offsetting the ad recovery.

What this means for $GOOGL

Direct beneficiary — Google's AI integration into enterprise productivity tools targets Microsoft's core customers while YouTube's $93B revenue scale continues compounding; antitrust search-monopoly exposure is the structural overhang.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.7%YTD
+0.8%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
Q2 2026Jul 22, 2026$9.11$2.87+217.4%
Q1 2026Apr 29, 2026$5.11$2.64+93.6%
Q4 2025Feb 4, 2026$2.82$2.57+9.7%
Q3 2025Oct 29, 2025$2.87$2.30+24.8%
Next earningsWed, Oct 28·consensus EPS $3.04

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 37 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$497.9B$489.4B – $510.9B$20.59$19.76 – $21.8637
FY27$613.1B$573.9B – $667.5B$15.09$13.94 – $16.6936
FY28$735.9B$655.5B – $817.8B$17.97$13.69 – $20.9236
FY29$825.0B$767.5B – $889.7B$21.17$19.25 – $23.3318
FY30$930.9B$866.1B – $1.00T$25.05$22.78 – $27.6118

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.2.0×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.66%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.+1.1%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.+3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 10.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.β1.235-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

SellAug 28Frances ArnoldDirector82 sh$28KSellJul 30Frances ArnoldDirector82 sh$27KSellJul 29Marsida SaraciVP, Chief Accounting Officer449 sh$150KSellJun 30Frances ArnoldDirector112 sh$39KSellJun 29Walker John KentPresident760 sh$262KSellJun 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$38K
1–10 of 14
+ 106 other (38 awards · 30 conversions · 28 inkinds · 10 gifts) in window

See when $GOOGL 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

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

GOOGL (GOOGL) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares at disclosed pricing, raising approximately $40,000,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

GOOGL (GOOGL) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares at disclosed pricing, raising approximately an unspecified amount. Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

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 GOOGL 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 GOOGL.

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

GOOGL (GOOGL) 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

GOOGL (GOOGL) 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

GOOGL (GOOGL) 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. (GOOGL) 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.

+ 42 other (10 424B5s · 5 PX14A6Gs · 4 13Gs · 3 routine 8-Ks) in window

Recent news

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

Gemini AI guessed passwords, accessed protected systems of 3 companiesnypost.com·1d agoGoogle's Gemini is the latest AI model to hack other companiestechcrunch.com·1d agoWarren Buffett Watched Alphabet's Stock Price Climb 9,000% Before He Decided to Invest. Here's Why He and Greg Abel Are Making It One of Berkshire Hathaway's Biggest Investments Now.fool.com·1d agoMcMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGLyoutube.com·2d agoGoogle's Gemini AI hacks three other companies during security testnews.sky.com·2d ago

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Voices on X · last 7 days

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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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