GOOGL Stock Forecast: Inside Alphabet’s Profit Explosion

October 28, 2024
Levi FuThis GOOGL Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • Alphabet Inc.'s net income increased from $34.3 billion in 2019 to $87.7 billion in LTM 2024, with high difference on pre/post pandemic era. 
  • Google Cloud became profitable with an 11% operating margin, significantly contributing to revenue growth and expected to represent 14% of total sales by 2025.
  • Regulatory challenges, including antitrust lawsuits and potential restrictions on default search agreements, pose risks to Alphabet's core search business and future advertising revenue.

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GOOGL Stock Forecast: Unchallenged Leadership in Advertising Will Boost Google To $3,000

July 24, 2021

motek 1The GOOGL stock forecast was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • GOOGL’s stock price has shot up over +90% since my June 2020 buy recommendation.
  • I am still rating GOOGL as a buy. Exuberant investors are already boosting GOOGL’s price even before it does its Q2 ER.
  • The Delta and other current and upcoming COVID-19 variants will continue to boost the digital and mobile advertising business of Google.
  • Learn-from-home and work-from-home are again the new normal because vaccinated people still get infected by new variants of the COVID-19 virus.
  • Politicians are compelling telcos to put up 5G cellular towers even in rural impoverished towns. Increased 5G deployment and cheap 5G smartphones are a tailwind for Google.

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Google Stock Forecast: Why Verily Is Emerging As A Future Catalyst For Alphabet

March 17, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Aside from Waymo, I believe Verily is one of those moonshot projects that can be very strong future growth catalysts for Alphabet.
  • Verily’s mission of improving healthcare through data science and technology is a compelling reason to go long on GOOG or GOOGL.
  • The global healthcare industry is much bigger than digital advertising. As per Deloitte, global healthcare spending will reach $10.05 trillion by 2022.
  • Verily’s tech-driven approach to improving healthcare is more viable than self-driving cars. It’s already 2019 and yet there’s still no government-approved commercial autonomous car on the road.
  • Going forward, Verily could turn out to be a multi-billion growth driver for Google within the next 5 to 10 years.

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Google Stock Forecast: Google Fiber Internet Service Can Flourish In Developing Countries

February 10, 2019

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Becoming a leading broadband internet service provider can help Alphabet reduce its over-reliance on advertising revenue.
  • Google Fiber is having a hard time competing in America. I opine that Google should focus more on building fiber internet connectivity networks on developing countries.
  • The Philippines’ pseudo-monopoly phone/internet service provider,
  • PLDT has partnered with Google Fiber. This should be the template for Alphabet’s international expansion of its fiber optic internet service.
  • By collaborating with leading phone/cable/internet companies of developing countries, Google Fibr can rise to be a major revenue contributor to Alphabet.

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Google Stock Forecast: Increasing Number Of Gmail Users Is A Tailwind For Google

November 14, 2018

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Alphabet recently announced that its freemium email service, Gmail touts more than 1.5 billion users. This is 50% higher than 2015’s 1 billion monthly active users.
  • There were 3.7 billion email users worldwide last year. Alphabet’s Gmail has 40.5 share of this massive advertising/marketing audience.
  • Majority of Gmail users are likely not paying the $5 or $10 month fee of Gmail’s premium versions. However, Google still monetizes by delivering targeted ads to free users of Gmail.
  • Email marketing is still the top lead generation channel for marketers. Email returns more than 4x the ROI of paid search and social media.
  • Growing number of Gmail users can help Alphabet sustain its average 20% annual revenue growth rate.

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GOOGL Forecast: Alphabet Focuses on Future Growth and so Should Investors

July 15, 2018

 

This article was written by Grant Goldstein, a Financial Analyst at I Know First

 

 

Highlights:

  • Q1 Expenses Worry Stockholders
  • Google's Upcoming Product Line
  • GOOGL Bullish Forecast

I Know First.

 

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GOOGL Stock Forecast: CAPEX Tripled – Is Chelsea Market worth $2.4 billion?

June 10, 2018

  The article was written by Hieu Nguyen, a Financial Analyst at I Know First.

Summary:

  • Alphabet Q1 2018 result beat market expectation, mainly due to the change in accounting principle.
  • Chelsea Market deal and increasing costs in data centers and other facilities bumped the CAPEX up to $7.7 billion.
  • The battle against EU’s antitrust law may cost Alphabet $11 billion, wiping off 85% of its 2017 net income
  • My DCF Model and I Know First Algorithm both agree on a hold recommendation for GOOGL.

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