Stocks / Software
GOOGLSoftware
FollowFollowingUnfollowAlphabet Inc.
$280.401d -0.3%5d -11.8%settled close · 2026-11-02
Free · no card
Get what investors say about GOOGL next
51 new calls on GOOGL this week are not on this page yet. Follow GOOGL free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Mkt cap $3.39T (11/2)β 1.2852w $267–402Shares 5.82B (A)Ind. Services-Computer Programming, Data ProcessingNasdaq since 2004Emp. 190,820HQ Mountain View, CAabc.xyz
The tape, with the calls on it
Who said what, and what GOOGL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about GOOGL
113 long11 neutral18 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Alphabet has been meaningfully beaten down ahead of earnings, creating a favorable setup where strong results… |
| 2026-10-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Alphabet has pulled back to near July lows and traded poorly for months, creating the best setup it has had… |
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Alphabet has been heavily beaten down relative to Microsoft heading into earnings, giving it a better… |
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Alphabet stock has been beaten down heading into earnings, creating a favorable setup for a positive catalyst… |
| 2026-10-27 | Unknown | Bullish | CNBC (uncut) | Alphabet should perform well over the long term because its pullback is modest contextually after a 116% run… |
| 2026-10-27 | Unknown | Bullish | Fox Business (uncut) | Alphabet has strong near-term profit potential heading into its earnings report. |
| 2026-10-26 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Hyperscalers have massive base businesses throwing off cash flow that funds AI capex, putting them in the… |
| 2026-10-26 | Victoria GreenFounding Partner & CIO, G Squared Private Wealth | Bullish | CNBC (uncut) | Google's ~14% Anthropic stake is about to be monetized at the IPO, search ad pricing power remains intact… |
| 2026-10-26 | Victoria GreenFounding Partner & CIO, G Squared Private Wealth | Bullish | CNBC (uncut) | AI is boosting search engagement and monetization and Google Cloud is an increasingly important growth… |
| 2026-10-26 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC (uncut) | Alphabet has been destroyed to $315 making it extremely cheap relative to its AI deployment progress and… |
Show all 142 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Unknown | Bearish | Fox Business (uncut) | Alphabet has structural problems as next-generation AI search models disintermediate Google's pay-to-play… |
| 2026-10-26 | Unknown | Bearish | Fox Business (uncut) | Google's core search business faces structural disintermediation as next-generation AI search models bypass… |
| 2026-10-23 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Google wins consumer AI through its dominant Android distribution across billions of smartphones, making it… |
| 2026-10-23 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC (uncut) | Google Cloud is on track for another strong quarter after 82% YoY growth last quarter and management will… |
| 2026-10-23 | Jason SnipeCIO, Odyssey Capital Advisors | Bullish | CNBC (uncut) | Alphabet's PEG ratio of 1.3 on forward earnings is cheap on an absolute basis, and its value is not purely… |
| 2026-10-22 | Unknown | Bullish | CNBC (uncut) | Google's convertible preferred offers a 6.7% yield for two-and-a-half years plus embedded call optionality… |
| 2026-10-21 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Fast Money Final Trade | Alphabet should enter a catch-up phase because its diversified model, Google Cloud results, and competitive… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Alphabet should be deferred because its daily price is below the cloud and its weekly price has slipped… |
| 2026-10-21 | John Mowry | Bullish | Fox Business (uncut) | Google's fundamentals remain strong and the 2% decline driven by big-tech safety scrutiny spillover from the… |
| 2026-10-20 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Google is bouncing off the 200-day moving average and is several months behind Meta in its AI product cycle… |
| 2026-10-19 | Ted ThatcherFounder and President, Bright Lake Wealth Management | Bullish | Fox Business (uncut) | 32% ROIC compounded over 20 years plus a full-stack AI advantage — proprietary TPUs, Gemini 4 Argon agentic… |
| 2026-10-17 | Lance RobertsChief Investment Strategist, RIA Advisors | Bullish | Thoughtful Money (Adam Taggart) | Hyperscalers own the infrastructure driving AI adoption and carry far less binary risk than neocloud model… |
| 2026-10-16 | B N Nguyen | Bullish | CNBC (uncut) | Google is relatively defensive within the tech cohort because it lacks the CapEx leverage and debt loads… |
| 2026-10-16 | Matt StuckeyChief Portfolio Manager, Equities, Northwestern Mutual Wealth Management | Bullish | Bloomberg TV (uncut) | Google's AI cloud business is generating approximately 50% incremental operating margins, demonstrating that… |
| 2026-10-16 | Unknown Bloomberg Technology Researcher | Bullish | Bloomberg The Close | Alphabet's Google Cloud growing at 82% with all AI demand trends favorable positions it as the hyperscaler… |
| 2026-10-15 | Mark MahaneySenior Managing Director and Head of Internet Research, Evercore ISI | Bullish | CNBC (uncut) | Alphabet is approaching its own FCF inflection ('Microsoft moment') with numbers likely to go up next… |
| 2026-10-15 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Google wins consumer AI through Android ecosystem dominance, acting as the routing layer that sends user… |
| 2026-10-15 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Google is roughly one month behind where Meta was before its Apple partnership announcement, is still below… |
| 2026-10-15 | Ted MortonsonTechnology desk strategist, Baird | Bullish | Bloomberg TV (uncut) | Google raised $85B in equity before the issuance window closed and now sits on exceptional liquidity, putting… |
| 2026-10-14 | Keith | Bullish | CNBC (uncut) | Cloud growth of 55-56% over the next two quarters at major hyperscalers provides a strong fundamental anchor… |
| 2026-10-12 | Chris DavisChairman, Davis Advisors | Bullish | Excess Returns Clips | Google's AI reinvestment directly enhances its ad business returns and it generates enough internal cash that… |
| 2026-10-06 | Jenny Harrington (Gilman Hill)CEO, Gilman Hill Asset Management | Bullish | CNBC Halftime Final Trades | Google's June 2026 convertible preferred yields 6.4% income with equity-like upside through 2029 maturity; at… |
| 2026-10-06 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | CNBC Halftime Final Trades | Google's diversified business across cloud, TPUs, and Waymo provides long-term staying power even if agents… |
| 2026-10-04 | Lyn AldenIndependent macro strategist | Neutral | David Lin | The original bullish thesis played out after the stock more than doubled; the company has since moved to… |
| 2026-10-02 | Ed ElsonCo-host, The Prof G Pod | Bullish | The Compound | Google owns Waymo, which Elson views as a miraculous autonomous-driving company that will eliminate… |
| 2026-09-28 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg Surveillance | Alphabet's core search and advertising business generates large profits independent of the AI arms race, and… |
| 2026-09-20 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | Yet Another Value Podcast | Alphabet's search business proved resilient against AI disruption while Google Cloud inflected to… |
| 2026-09-20 | Kyle GrievePodcast host, The Investor's Podcast Network | Neutral | Yet Another Value Podcast | Alphabet is an exceptional business but now fairly valued after doubling, with the original AI-kills-search… |
| 2026-09-15 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | MOI Global | Alphabet's dual-class structure gave founders the capacity to fund moonshots through years of reported losses… |
| 2026-09-14 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg Surveillance | Google has been and will be the real leader in AI with the cash balance to keep investing even if other… |
| 2026-08-26 | David WooIndependent macro strategist (ex-BofA) | Bearish | Wealthion | AI commoditization will destroy Google Search's dominance — AI search has 10x the capability of keyword… |
| 2026-08-18 | Ben ThompsonFounder & author, Stratechery | Bullish | Invest Like the Best | Google search is a See's Candies generating high-margin cash to fund an AI buildout that is effectively BNSF… |
| 2026-08-10 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg Surveillance | Google's 4+ billion monthly users across Android's 3 billion devices, consumer products, and enterprise give… |
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Subtracting losses in Other Bets and adding asset value back to earnings implies the market is pricing… |
| 2026-07-28 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Claman Countdown | Alphabet turned free cash flow negative for the first time in its history while committing to higher capex… |
| 2026-07-27 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Final Trades | Google is extremely cheap at current levels and its sustained cloud growth (~80% YoY) justifies continued… |
| 2026-07-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Google's 32% average ROIC over 20 years and its structural position to capture AI value at the silicon and… |
| 2026-07-24 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Google offers multiple compounding value streams — GCP, YouTube, consumer, minority stakes in Anthropic and… |
| 2026-07-15 | Warren BuffettChairman, Berkshire Hathaway | Bullish | CNBC Television | Alphabet earns high returns on capital with a proven track record, and Buffett believes it is among the most… |
| 2026-07-09 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | Yahoo Finance | Alphabet is the one Mag-7 name that has genuinely outperformed the S&P 500 YTD and earns its place as both a… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Gemini is the default AI on Apple's 2.5B-device installed base, giving Google the same structural moat in AI… |
| 2026-07-08 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | CNBC International | Over half of Google's most recent earnings were simply the mark-up of its Anthropic stake on secondary… |
| 2026-07-05 | Bill AckmanCEO, Pershing Square | Bullish | Wealthora | Market overreacted to the Bard demo misstep — Google's AI capabilities are at least tied with… |
| 2026-07-03 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC Halftime Final Trades | Google Cloud remains one of the fastest-growing businesses in technology and AI is making Search meaningfully… |
| 2026-07-03 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Google is the preferred communication services pick over Meta because it deploys capital more effectively and… |
| 2026-06-12 | Seth KlarmanCEO, Baupost Group | Bullish | iConnections | Google is a versatile cash-flow machine building its own chips and participating across AI dimensions… |
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | Google is one of three durable winners in the AI foundational model oligopoly via Gemini, cannot be counted… |
| 2026-06-02 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Investing by the Books | Google's decades of full-stack AI infrastructure investment give it the pattern-recognition to back the… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bearish | Cooper Academy | Alphabet is issuing a 100-year bond near peak dominance — mirroring Motorola in 1997 — while AI is turning… |
| 2026-05-20 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like The Best | Google holds the largest installed compute base of any hyperscaler — a strategic advantage amplified by AI… |
| 2026-05-08 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | William Green | Richer, Wiser, Happier | Google operates one of the most formidable cloud businesses without the political/regulatory complexity that… |
| 2026-03-23 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Drew Cohen | Alphabet's stock price has tracked underlying business earnings growth without meaningful PE expansion… |
| 2026-03-21 | Bill MillerFounder, Miller Value Partners (retired) | Neutral | Bloomberg Podcasts | Google was a strong AI winner trading at a discount to Mag7 and the market on earnings/cash flow basis, but… |
| 2026-03-20 | Bill MillerFounder, Miller Value Partners (retired) | Neutral | Bloomberg Podcasts | Bought at a discount to Mag 7 and the broader market on earnings/cash flow with full AI distribution and… |
| 2026-03-19 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Alphabet's free-to-user, advertiser-funded model creates an unmatched switching-cost moat, and its $180B… |
| 2026-02-16 | Lyn AldenIndependent macro strategist | Neutral | Bankless | AI disrupts only Google's non-monetized searches first while Google builds its own AI, but rising capex… |
| 2026-02-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Google is doing the right thing by aggressively increasing AI capital spending, and its current multiple… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | RiskReversal Media | Google's $60B capex increase for 2026 produced barely any movement in 2027 operating income estimates… |
| 2026-01-30 | Lyn AldenIndependent macro strategist | Neutral | EVERYDAY FINANCE | Alphabet's AI-disruption thesis was overblown since profitable intent-based search (e.g. local services) is… |
| 2026-01-29 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Michael Green | Ad-supported AI will displace paid-subscription models like ChatGPT Pro, entrenching Google's dominance as it… |
| 2026-01-14 | Brian And AnnaStudent team (undergraduate), Sohn Hong Kong pitch contest | Bullish | Sohn Idea Contest | Alphabet trades at its lowest-ever multiple among the Magnificent Seven because the market overestimates DOJ… |
| 2026-01-06 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bloomberg Open Interest | Alphabet's AI augments rather than destroys search, it delivered its first $100B revenue quarter, and despite… |
| 2026-01-02 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | Google currently merits its valuation multiple among AI names, making it a relatively more defensible… |
| 2025-12-08 | Lyn AldenIndependent macro strategist | Neutral | Paul Barron Network | Trimmed Alphabet from 12% to 8% after the thesis — that AI disruption fears were overblown and the company's… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Neutral | interview | Trimmed Alphabet as it quickly doubled once the market shifted from pricing AI-disruption risk to pricing… |
| 2025-12-03 | Michael BurryFounder, Scion Asset Management | Bearish | Oksana | AI is structurally threatening Google's core search business because LLM queries cost orders of magnitude… |
| 2025-12-02 | Lyn AldenIndependent macro strategist | Neutral | CNBC-TV18 | Alphabet was the laggard-to-buy within mega-cap tech but its recent run has fully captured that relative… |
| 2025-11-19 | Lyn AldenIndependent macro strategist | Bullish | interview | AI disrupts Google's low-monetization informational searches but not its core ad business (e.g., local… |
| 2025-11-16 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Google's advertiser-funded free product creates a self-reinforcing moat that keeps users locked in, and… |
| 2025-11-07 | Brad GerstnerFounder & CEO, Altimeter Capital | Bearish | Chase Coleman | Google's 10-blue-links search advertising model—which generates over 100% of profits—is structurally at odds… |
| 2025-11-07 | Josh WolfeCo-founder, Lux Capital | Bullish | Chase Coleman | Google can replicate what they did to Microsoft Office in the early 2000s by giving away AI services to… |
| 2025-11-05 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | The World According To Boyar | Alphabet is a traditional business with deep competitive moats that can compound value by deploying AI better… |
| 2025-10-30 | Gavin BakerFounder & CIO, Atreides Management | Bullish | a16z | Google is arguably the leading AI company today with a proprietary TPU that is the only credible training… |
| 2025-10-24 | Unknown New Edge | Bullish | CNBC Fast Money Final Trade | Alphabet is the cheapest of the Mag 7 heading into a big earnings week, offering relative value within… |
| 2025-10-21 | Bill AckmanCEO, Pershing Square | Bullish | CNBC Television | Alphabet has the capital and scale to sustain AI infrastructure investment through to AGI, which Ackman views… |
| 2025-10-14 | Larry FinkChairman/CEO, BlackRock | Bullish | CNBC Television | Hyperscalers like Alphabet are well-positioned to be winners in AI due to their scale and ongoing investment… |
| 2025-09-07 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | The antitrust ruling rejecting breakup remedies removes the largest regulatory overhang on Google, freeing… |
| 2025-08-25 | Dave CollumProfessor of Chemistry, Cornell University | Bearish | Wealthion | Google's apparently impenetrable search moat has been shattered by AI, forcing it to spend hundreds of… |
| 2025-08-19 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Alphabet trades at a discount to the market despite superior growth and moat, offering diversified AI… |
| 2025-07-11 | Keith RaboisManaging director, Khosla Ventures | Bearish | All-In Podcast | Google will lose the search business to AI-native tools like ChatGPT and AI browsers, and only its non-search… |
| 2025-06-25 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | CNBC Television | Google has strong assets in Waymo and YouTube but its core search business faces a genuine competitive threat… |
| 2025-06-25 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | CNBC Television | Alphabet loses its structural position as the market transitions from cloud/SaaS to AI, and Laffont excluded… |
| 2025-06-24 | Jason CalacanisAngel investor | Bullish | All-In Podcast | Google's aggregated behavioral data across Gmail, Chrome, Android, YouTube, and search will make its ad… |
| 2025-06-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Google owns the largest consumer funnel (YouTube, Gmail, Workspace, Search) to monetize a pivot from… |
| 2025-06-24 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Google offers a portfolio of independent trillion-dollar call options — Waymo, quantum computing, Isomorphic… |
| 2025-06-21 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Google can pivot from price-per-click to price-per-token across its billion-user Gmail, YouTube, and Search… |
| 2025-06-21 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Google offers a portfolio of high-beta optionality — Waymo, quantum computing, DeepMind biologics — any one… |
| 2025-06-16 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Committee | Alphabet is a value-tech stock that has been underappreciated and is starting to work as investors rotate… |
| 2025-05-14 | Chris HohnFounder & CIO, TCI Fund Management | Bullish | Norges Bank Investment Management | YouTube and Google Cloud together represent roughly half of Alphabet's market cap and provide a valuation… |
| 2025-05-09 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Google's Gemini models are genuinely competitive, YouTube is an underutilised AI-integration juggernaut, and… |
| 2025-04-26 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Alphabet trades at ~18x free cash flow with a ~4-5% effective yield from dividends plus buybacks, revenue is… |
| 2025-04-02 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Google is trading at low-20x forward P/E for 2025 and high-teens for 2026 estimated earnings, making it… |
| 2025-04-01 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Alphabet's forward PE has nearly halved from 28x in 2020 to 16.5x, and assuming AI doesn't permanently… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | After selling Meta during its metaverse distraction, redeploying into Google as a communication services… |
| 2025-02-07 | Friedberg | Bullish | All-In Podcast | Google's $75B capex is a positive signal because their historical infrastructure discipline (extending… |
| 2025-02-07 | Antonio GraciasFounder, CEO & CIO, Valor Equity Partners | Bullish | All-In Podcast | Google will win in AI because custom tensor chips, ROIC focus, and a durable ad-monetization monopoly fund… |
| 2025-02-05 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Varney & Co | DeepSeek poses an existential competitive threat to Alphabet's AI spend while the company is committing $75… |
| 2024-12-22 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Alphabet was the most reasonably valued of the Magnificent 7, has been a portfolio holding since 2011, and… |
| 2024-12-20 | Jason CalacanisAngel investor | Bullish | All-In Podcast | Google's Gemini has reached and now surpasses OpenAI in capability; Calacanis sees OpenAI falling to 3rd–5th… |
| 2024-12-20 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Google has not just caught up to OpenAI but exceeded it, backed by a unique video-data moat (YouTube)… |
| 2024-12-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | Alphabet has underperformed the S&P 500 over both the prior 1-year and 3-year periods with no clear near-term… |
| 2024-11-28 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Wealthion | Google has the distribution scale and engineering depth to win the AI race, where losing risks its entire… |
| 2024-10-31 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Search revenue has reaccelerated to 12% growth, AI-enhanced search results monetize at the same level as… |
| 2024-10-28 | Seth KlarmanCEO, Baupost Group | Neutral | Global Value | Alphabet trades near fair value with dominant search and ad revenue across 9 billion-user apps, but Klarman… |
| 2024-10-17 | Cathie WoodCEO & CIO, ARK Invest | Bearish | RankiaPro | Alphabet faces a structural innovator's dilemma — AI answer engines eliminate link clicks which destroy its… |
| 2024-10-15 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Forward Guidance | Antitrust outcome is a heads-I-win-tails-I-win: breakup reveals sum-of-parts value above current price… |
| 2024-09-26 | Terry SmithFounder & CIO, Fundsmith | Bullish | Financial Planner Life Podcast | Alphabet owns search and online advertising at scale, giving it a durable network-effect moat that fits… |
| 2024-09-14 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Forward Guidance | Quality AI-era compounder with earnings-justified valuation in a market rotating to names that grew into… |
| 2024-08-17 | Tyler NevilleTrader, Muddy Waters Capital | Bearish | Forward Guidance | Google's antitrust proceedings will come to fruition and catalyze a broader decentralization theme that… |
| 2024-08-07 | Gavin BakerFounder & CIO, Atreides Management | Bullish | This Week in Startups | Google has 'woken up' under Demis Hassabis as a wartime AI general, leveraging unique TPU infrastructure to… |
| 2024-07-25 | Ryan | Bullish | Chit Chat Stocks | Alphabet's search remains resilient against AI competition, YouTube has a widening monetization gap from… |
| 2024-03-01 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Final Trades | Google is extremely cheap on a valuation basis relative to its quality |
| 2024-02-20 | Bill AckmanCEO, Pershing Square | Bullish | interview | The market overreacted to the AI scare and drove Google to ~15x earnings—an extremely low multiple for a… |
| 2023-10-24 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Millennial Investing | Alphabet is Oakmark's largest holding and after adjusting GAAP financials for intangible investments, the… |
| 2023-09-28 | Bill AckmanCEO, Pershing Square | Bullish | CNBC Television | AI fears were overblown causing the stock to misprice at 15x earnings; Google has deep AI capabilities via… |
| 2022-09-17 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | The Investor’s Podcast | Google possesses one of the most dominant cloud businesses globally without the political and regulatory… |
| 2022-09-11 | Chamath PalihapitiyaFounder, Social Capital | Bullish | Sohn Investment Conference | Google dominates both AI infrastructure (cloud, TPU custom chips) and the algorithms layer (TensorFlow)… |
| 2022-08-03 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Bullish | CNBC Halftime Committee | Google has solid earnings and sustainable growth yet trades at a lower multiple than consumer staples like… |
| 2022-02-01 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | The Intrinsic Value Podcast | Adjusting for excess cash, the large venture-like losses in autonomous vehicles, healthcare, and Google Cloud… |
| 2021-10-27 | Chris DavisChairman, Davis Advisors | Bullish | Tidal Financial Group | Unlike speculative bubble-growth stocks, Google and Facebook (Meta) were trading at a discount to the broader… |
| 2021-10-13 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | GuruFocus | Dual-class family control enabled decade-long loss-tolerant investments in Maps, Waymo, and cloud; Sundar… |
| 2021-06-21 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | The Intrinsic Value Podcast | Alphabet's core advertising business trades at a below-market P/E and, like Facebook, its loss-making 'other… |
| 2021-06-08 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Value Investing Q&A Series Brown University | Alphabet's core search business is effectively trading at a below-market multiple once you strip out net… |
| 2021-05-15 | Jay HillManaging Director, Tweedy Browne | Bullish | Value Investing Congress | Google's search engine benefits from self-reinforcing network effects — more users improve the product —… |
| 2021-03-08 | Terry SmithFounder & CIO, Fundsmith | Neutral | No-Nonsense Investing | Alphabet's 235 largely 'failed' acquisitions may be a deliberate strategy to buy and kill competitors, which… |
| 2020-05-04 | Dan FerrisEditor, Extreme Value; host, Stansberry Investor Hour | Bullish | The Acquirers Podcast | Google's advertising platform benefits from deeply embedded daily-use products (Gmail, Search, YouTube) that… |
| 2019-09-25 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | Empire Financial Research | Alphabet is one of his three favorite large-cap tech compounders held as a core long-term position |
| 2019-09-25 | Glenn TongueFounder, Deerhaven Capital Management | Bullish | Whitney Tilson | Among the big tech names, Google has the highest probability of delivering what investors expect over a… |
| 2018-11-13 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Real Vision | Google trades at roughly 20x earnings while holding an unquestioned lead in AI and autonomous vehicles plus… |
| 2017-12-05 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Google has a larger and more entrenched expanding moat than Apple, with more stable and recurring revenues… |
| 2015-06-30 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | Google dominates daily usage and is an obvious compounder he missed, so he holds a small 'library card'… |
| 2014-07-29 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Talks at Google | Google is the ultimate Dhandho business — its low-cost asymmetric moonshot bets (self-driving cars, Android… |
51 new mentions of GOOGL this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
Follow GOOGL free ↑
Earnings
Last reports
No confirmed date for the next report yet.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | after the close | 2.67 vs 3.11 | -4.0% |
The options tape
Notable options days
Sessions in the last 120 where GOOGL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-09-22 | ||||||
| 2026-07-23 | ||||||
| 2026-06-02 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Follow GOOGL and its tape
leads The Brief, the free morning email, every trading day.
Get The Brief — free →
The Wheel · put-selling
GOOGL on the Wheel
GOOGL passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following GOOGL? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click