NASDAQ · GOOG
Alphabet Inc.
Communication Services · Internet Content & Information
$278.22▼ 1.45% ($4.10)at close
After hours$279.68▲ 0.52%7:59 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 15.2% revenue growth a year for 10 years. Our scenarios assume 7.7–13.4%.
That's 1.3× its past 4-year pace.
Value per share
Base case
$206.75
Price used $278.22 is 35% above this
USD · TTM ending Sep 30, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $471B. The price needs $1.9T by 2036. Base case: $1.3T. At its recent pace: $1.4T. Bear to Bull: $990B to $1.7T.
Revenue today $471B. The price needs $1.9T by 2036. Base case: $1.3T. At its recent pace: $1.4T. Bear to Bull: $990B to $1.7T.
Revenue in 2036
today $471B
+$633Bmore than the Base case · 1.5×
Value per share · Base case
$206.75
Price $278.22
35% above this
- 10-yr revenue CAGR
- 10.7%
- Ending operating margin
- 30.0%
- Discount rate
- 9.7%
USD · TTM ending Sep 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 1.31% over the last year. Revenue grew 22.21% over the trailing twelve months. Operating margin moved from 32.19% to 33.32%. Free cash flow declined 73.15% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 33.32%. A decisive move in revenue — currently up 22.21% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Alphabet Inc. operates globally, providing a wide array of products and digital platforms to customers across the United States, Europe, the Middle East, Africa, the Asia-Pacific region, Canada, and Latin America.
Market multiples
Stock splits
Every 1 shares became 20
Every 500 shares became 1001
Profitability & growth
Analyst consensus
69
Buy
9
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Feb 3, 2027
Q4 FY26 · EPS est $3.21 · Revenue est $142.2B
Same quarter, year over year
FY26 YTD +104.5%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $16.34 vs $7.99 · 2 of 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- $10.81
- +34.3%
- FY24
- $8.05
- —
Q3 FY26
Reported Oct 28, 2026 · Latest
HoverTap a cell to inspect
Actual
$2.12
Estimate
$3.01
Year over year
-26.1%
Vs prior quarter
-76.7%
Institutional Sentiment
Alphabet Inc. · GOOG
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.