The author says he added to his Alphabet stake after shares fell 16.61% over one month, closing at $288.93 on November 4. At a P/E of 13, he highlights operating income up 29.93% to $40.58 billion in Q3, even though an $8.7 billion loss on equity securities pushed GAAP EPS to $2.12. Google Cloud revenue rose 103% to $30.71 billion, but capex reached $51.36 billion and free cash flow was negative $9.07 billion. He considers this spending risk acceptable because operating cash flow hit $42.29 billion in the quarter. He says he will keep buying if Alphabet maintains fast growth alongside a lower earnings multiple than its rivals.
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GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $3.5T |
| Close on 11/04/2026 | 288.99 |
| Change that session | +3.20% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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