News about GOOG

QQQ led ETF activity on Monday, Nov. 2, adding $98.3 million of Alphabet (GOOG) shares as ETFs bought a net $214.9 million of the stock. Forty ETFs bought and 22 sold. The buying followed a net $127.5 million inflow on Oct. 30, after a net $102.7 million outflow on Oct. 29. SPY ($79.5 million) and IVV ($34.5 million) were also major buyers. The article puts Alphabet's market cap at $3.42 trillion, with a P/E of 14.62, and shows the stock down 11.15% year to date, at $278.27 versus a GF Value of $271.05.

The article compares The Trade Desk (TTD) and Alphabet Inc. (GOOG) using Zacks Rank and Style Scores. TTD holds Zacks Rank #2 and GOOG #3, with TTD seeing more positive earnings estimate revisions. TTD has a forward P/E of 10.17, a PEG ratio of 0.58 and a P/B of 2.29, versus 14.05, 0.84 and 5.16 for GOOG. These metrics earn TTD a Value grade of A and GOOG a C. The article concludes that TTD is likely the superior value option right now.

ETFs bought a net $127.5 million of Alphabet (GOOG) on Friday, with 36 funds adding shares and 19 selling, snapping a one-day outflow of $102.7 million on Thursday. Earlier sessions showed net selling of $88.3 million on Monday, then net buying of $48.9 million on Tuesday and $154.6 million on Wednesday. SPY led with $104.0 million, adding 373,864 shares at a 2.03% weight, followed by IVV ($29.9 million) and JEPQ ($11.0 million). Over the last five reported days, ETFs were net buyers on three and net sellers on two. Alphabet, with a $3.41 trillion market cap, reported trailing-12-month revenue of $471.14 billion, up 21.9%, and the stock is down 11.22% year to date.

On Thursday, 30 ETFs bought Alphabet (GOOG) shares versus 24 selling, but the sellers moved larger amounts, leaving net ETF selling of $102.7 million. This ended a one-day run of selling after two straight days of net buying, with $154.6 million on Oct. 28 and $48.9 million on Oct. 27. The largest sellers were QQQ ($56.0 million), SPY ($41.1 million) and IVV ($11.7 million), with QQQ cutting 198,400 shares at a 2.45% weight. Over the last five reported days, ETFs were net buyers on three and net sellers on two. Alphabet, a holding company whose largest business is Google, has a $3.42 trillion market cap and trailing-12-month revenue of $471.14 billion, up 21.9%. Its GF Score is 98, the $278.22 price sits above the $270.39 GF Value, and the stock is down 11.16% year to date.

24/7 Wall St. sets a price target of $423.95 for Alphabet (GOOG), implying 32.17% upside from the prior close of $320.76, and rates the stock 'buy' with 70% confidence, which would add about $1.3 trillion to its $4.05 trillion market cap. Shares are about 21% below their 52-week high of $403.96, even as Q2 revenue rose 24.2% to $119.80 billion, Google Cloud grew 82% with its backlog reaching $514 billion, and its operating margin expanded to 35.6%. The article flags risks including Q2 capex rising 100.14% to $44.92 billion, negative free cash flow of -$5.86 billion, long-term debt rising from $46.5 billion to $98.2 billion, a planned at-the-market program of up to $40 billion that could dilute shareholders, and a $3.5 billion EU fine. Among analysts, 13 rate the stock Strong Buy, 44 Buy, 5 Hold and none Sell, while the bull case is $442.71 and the bear case is $365.73. The author concludes that Alphabet looks undervalued, though the projections depend on continued AI execution, regulatory action and AI spending.

Alphabet Inc. (GOOG) closed at $343.56 in the latest session, down 1.71%, a steeper decline than the S&P 500's 1.11% loss. Over the past month, the shares rose 2.37%, trailing the Computer and Technology sector's 3.49% gain but ahead of the S&P 500's 2.06%. The company is expected to report earnings on October 28, 2026, with consensus EPS of $2.94 (up 2.44% from the same quarter last year) and revenue of $111.36 billion (up 27.31%). Full-year consensus projects earnings of $20.54 per share and revenue of $433.8 billion. Zacks currently ranks GOOG #3 (Hold), with a Forward P/E of 17.02 against an industry average of 14.9 and a PEG ratio of 1.01 versus 1.78 for the industry.