Alphabet Class C

  • TickerGOOG
  • ISINUS02079K1079
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States

Analysts

Ali Mogharabi

Morningstar | Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm

According to The Wall Street Journal, Uber may go public in early 2019 and potential IPO underwriters may be valuing Uber at $120 billion, only slightly above our July 19 report where we valued Uber at an estimated $110 billion market capitalization. We found a couple of data points within the Journal article that were somewhat aligned with our prior analysis. While the underwriters’ valuation is comparable with ours, we note that the Journal indicated that Uber's revenue is expected to be $10 billion-$11 billion in 2018, below our prior net revenue estimate of $12.4 billion. In our view, the...

Ali Mogharabi

Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm

According to The Wall Street Journal, Uber may go public in early 2019 and potential IPO underwriters may be valuing Uber at $120 billion, only slightly above our July 19 report where we valued Uber at an estimated $110 billion market capitalization. We found a couple of data points within the Journal article that were somewhat aligned with our prior analysis. While the underwriters’ valuation is comparable with ours, we note that the Journal indicated that Uber's revenue is expected to be $10 b...

GMR Weekly Notes - 15 October 2018

Markets This Week: Stocks: Tesla (TSLA); Apple (AAPL); Alphabet (GOOGL); Amazon (AMZN); Dow Industrials (INDU); Nas100 (NDX) Forex: USDCNH; USDBRL; USDTWD; EURCHF Rates: EDZ9; 5s/10s; AUD 10yrs (GACGB10) Commodities: WTI Crude (CL1)

Ali Mogharabi

Morningstar | Google's dominance in the digital ad market should remain intact.

Alphabet dominates the online search market with Google’s global share above 80%, via which it generates strong revenue growth and cash flow. We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in the search market. We foresee YouTube gradually contributing more to the firm’s top and bottom lines, and we view investments of some of that cash in moonshots as attractive. Whether they will generate positive returns remains to be seen, but they do present significant upside.Google’s ecosystem strengthens as its products are adopted b...

Ali Mogharabi

Google's dominance in the digital ad market should remain intact.

On Aug. 30, The Wall Street Journal reported that the SEC is considering options that allow retail investors the opportunity to take part in fundraising for private companies, such as Uber and Airbnb. In July, and in collaboration with PitchBook, we published detailed reports on these sharing-economy companies and rated both with narrow economic moats. We value Uber at a $110 billion market capitalization, above the company’s implied $72 billion valuation after Toyota recently invested $500 mill...

Ali Mogharabi

Morningstar | Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm

According to The Wall Street Journal, Uber may go public in early 2019 and potential IPO underwriters may be valuing Uber at $120 billion, only slightly above our July 19 report where we valued Uber at an estimated $110 billion market capitalization. We found a couple of data points within the Journal article that were somewhat aligned with our prior analysis. While the underwriters’ valuation is comparable with ours, we note that the Journal indicated that Uber's revenue is expected to be $10 billion-$11 billion in 2018, below our prior net revenue estimate of $12.4 billion. In our view, the...

Ali Mogharabi

Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm

According to The Wall Street Journal, Uber may go public in early 2019 and potential IPO underwriters may be valuing Uber at $120 billion, only slightly above our July 19 report where we valued Uber at an estimated $110 billion market capitalization. We found a couple of data points within the Journal article that were somewhat aligned with our prior analysis. While the underwriters’ valuation is comparable with ours, we note that the Journal indicated that Uber's revenue is expected to be $10 b...

Ali Mogharabi

Morningstar | Google's dominance in the digital ad market should remain intact.

Alphabet dominates the online search market with Google’s global share above 80%, via which it generates strong revenue growth and cash flow. We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in the search market. We foresee YouTube gradually contributing more to the firm’s top and bottom lines, and we view investments of some of that cash in moonshots as attractive. Whether they will generate positive returns remains to be seen, but they do present significant upside.Google’s ecosystem strengthens as its products are adopted b...

Ali Mogharabi

Google's dominance in the digital ad market should remain intact.

On Aug. 30, The Wall Street Journal reported that the SEC is considering options that allow retail investors the opportunity to take part in fundraising for private companies, such as Uber and Airbnb. In July, and in collaboration with PitchBook, we published detailed reports on these sharing-economy companies and rated both with narrow economic moats. We value Uber at a $110 billion market capitalization, above the company’s implied $72 billion valuation after Toyota recently invested $500 mill...

Ali Mogharabi

Morningstar | Uber Analysis Proves Timely: SEC Looks to Let More Small Investors Into Private Equity Fundraising

On Aug. 30, The Wall Street Journal reported that the SEC is considering options that allow retail investors the opportunity to take part in fundraising for private companies, such as Uber and Airbnb. In July, and in collaboration with PitchBook, we published detailed reports on these sharing-economy companies and rated both with narrow economic moats. We value Uber at a $110 billion market capitalization, above the company’s implied $72 billion valuation after Toyota recently invested $500 million in the firm. Reports suggest that Uber is likely to go public during the second half of 2019. T...

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

ValuEngine Rating and Forecast Report for GOOG

GMR Weekly Notes - 15 October 2018

Markets This Week: Stocks: Tesla (TSLA); Apple (AAPL); Alphabet (GOOGL); Amazon (AMZN); Dow Industrials (INDU); Nas100 (NDX) Forex: USDCNH; USDBRL; USDTWD; EURCHF Rates: EDZ9; 5s/10s; AUD 10yrs (GACGB10) Commodities: WTI Crude (CL1)

GMR Macro Technicals - 13 June 2018

GOOG has broken out on the upside on both the June monthly setup and for Q3. Broad acceleration higher is expected. US Treasures are trend up and holding key June/Q3 supports heading into today's FOMC likely rate hike and statement. Among the major USD crosses, USDCAD looks the most promising for extension higher, as it currently probes the June/Q3 acceleration point. See GMR Macro-Technicals for specific price levels and detailed strategy.

Apple-Facebook-Amazon-Microsoft-Alphabet vs S&P500 & Nasdaq100 - 2018-03-16

Be aware of the influence of the 5 well-known and largest stocks in the US Market and appreciate their trend and behavior, out or underperformance, against the Nasdaq100 and the S&P500, on several time frames, thanks our trend scoring and rating methodology !   

MarketLine Department

Google Inc. - Strategy, SWOT and Corporate Finance Report

Synopsis Google Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Summary - Detailed information on Google Inc. required for business and competitor intelligence needs - A study of the major internal and external factors affecting Google Inc. in the form of a SWOT analysis - An in-depth view of the business model of Google Inc. including a breakdown and examination of key b...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Groups that typically need long-term financing have fared the worst since the pullback in early February. (Housing, Auto related groups, Rec vehicles, Furniture) We would like to see these areas stabilize as we believe the move up in rates has affected investors' views in those areas of the Market. • Despite higher interest rates, the Utilities and REIT's may provide trading opportunities until the market settles down. • Two weeks ago we highlighted Facebook as breaking down in our Short Shots. We believe this may affect the other FANG names as well.

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