This "Magnificent Seven" tech stock has the strength to soar, thanks to its growth engines.Alphabet (GOOG -3.33%) (GOOGL -3.37%) had more than $110 billion in cash and cash equivalents on its balance sheet at the end of 2023. The company is investing heavily in artificial intelligence, and capital expenditures are projected to climb 27% this year from a record $32 billion last year, according to Bloomberg.However, several Wall Street analysts saw that cash pile as evidence that Alphabet was preparing to pay ...

证券研究报告 | 2024年04月28日 谷歌(ALPHABET)-A（GOOGL.O） 买入 云增速持续提升，广告业务稳健增长 核心观点 公司研究·海外公司财报点评 业绩总览：广告业务持续加速增长，云增速恢复，利润率显著提升。① 互联网·互联网Ⅱ 整体：FY24Q1公司实现营收 805亿美元（同比+15%，CC+16%），GAAP 证券分析师：张伦可 联系人：刘子谭 毛利率58%（同比+2pcts），营业利润255美元（OPM32%，同比+10pcts， 0755-81982651 环比+5pcts）。②分业务：谷歌服务收入704亿美元（同比+13.6%）， zhanglunke@guosen.com.cnliuzitan@guosen.com.cn 营业利润率为40%，其中包括谷歌广告收入655亿美元（同比+13%）和 S0980521120004 其他非广告业务收入87亿美元（同比+18%）。广告收入包括谷歌搜索 基础数据 广告收入462亿美元（同比+14%），YouTube广告收入81亿美元（同比 投资评级 买入(维持) 合理估值 200.00 - 220.00美元 +21%），谷歌网络联盟收入74亿 ...

股 票 研 究 [Table_industryInfo] 海外信息科技 [ Table_Main[谷I Tnaf 歌bol]e （_Ti Gtle O] OGL.US） [评Tab级le_：Inv est] 增持 当前价格（美元）： 157.95 AI 加速创新，营收全面提速 2024.04.28 海 ——谷歌 1QFY24 业绩点评 [ Table_Market] 交易数据 外 秦和平(分析师) 李奇(分析师) 52周内股价区间（美元） 89.1-161.1 公 0755-23976666 0755-23976888 当前股本（百万股） 12,415 司 qinheping027734@gtjas.com liqi028295@gtjas.com 当前市值（百万美元） 1.95 证书编号 S0880523110003 S0880523060001 （ 美 本报告导读： 52周股价走势图 国 谷歌24Q1营收及利润超预期，AI赋能搜索及广告业务贡献增量，YouTube、Google 谷歌 纳斯达克综指 ） Cloud增长势头强劲；公司加码算力资本开支，保持AI基础设施全球领先地位。 70% 摘要： 60% 5 ...

The company's profits are exploding as Google rolls out AI features across its products.Shares of Alphabet (GOOG -3.33%) (GOOGL -3.37%) surged to new highs following its first-quarter earnings report. The company posted double-digit growth in revenue and earnings, driven by Search, YouTube, and Cloud. Alphabet also announced its first quarterly dividend of $0.20 per share and a new $70 billion share repurchase plan.JPMorgan was one of several analysts raising their price targets. The firm upped its price ta ...

Artificial intelligence helped drive Alphabet's Q1 results.Shares of Alphabet (GOOG -3.03%) (GOOGL -3.08%) soared to new highs following its first-quarter earnings report. This is a continuation of the momentum the stock has seen over the past year, with its shares up over 60% during that stretch.Here's a look at why Alphabet shares were climbing following its Q1 earnings report and, more importantly, whether or not it's too late to buy the stock following its strong gains.Alphabet as an AI companyOn its ea ...

Core Insights - The performance of Alphabet's international operations is crucial for understanding its financial strength and growth potential [1] - The company's total revenue for the quarter ending March 2024 was $67.59 billion, reflecting a year-over-year increase of 16.4% [2] International Revenue Breakdown - APAC contributed $13.29 billion, accounting for 19.7% of total revenue, which was a surprise of -1.3% compared to the consensus estimate [3] - EMEA generated $23.79 billion, representing 35.2% of total revenue, with a positive surprise of +1.65% against expectations [3] - Other Americas accounted for $4.65 billion, or 6.9% of total revenue, exceeding expectations by +3.99% [4] Future Revenue Projections - Analysts anticipate total revenue of $70.32 billion for the current fiscal quarter, a 13.3% increase year-over-year [5] - For the full year, expected total revenue is $294.33 billion, marking a 14.8% increase compared to the previous year [5] Stock Performance - Over the past month, Alphabet's stock increased by 13.9%, while the S&P 500 composite decreased by 2% [8] - In the last three months, the stock price rose by 20.8%, outperforming the S&P 500 index, which increased by 4.6% [8]

These top investors are big backers of the "Magnificent Seven."Jim Simons, Ray Dalio, and Israel Englander are some of the most successful investors in history.All three are billionaires, and their respective hedge funds -- Renaissance Technologies, Bridgewater Associates, and Millennium Management -- have made thousands of investors rich along with them.In investing, there are no bonus points for originality, so it pays to study the masters. In fact, thanks to the 13F filings required by the Securities and ...

We have Apple and Amazon on deck to report Q1 results this week, and we will need to wait a few more weeks before we see Nvidia’s numbers. But we have already seen Q1 results from the other four members of the ‘Magnificent 7’ group: Alphabet (GOOGL) , Microsoft (MSFT) , Meta (META) , and Tesla (TSLA) .It is hard to find any weakness in the Microsoft and Alphabet reports, and the market’s reaction to these two reports shows that investors agree with that assessment. The Alphabet report appears to reassure in ...

Alphabet (GOOGL)  made headlines in Friday’s trading session after crushing its first quarter earnings expectations yesterday evening and helping the broader indexes cap off a strong rebound.  Surging more than +10% today, Alphabet shares were boosted by news that the tech giant will be paying its first-ever dividend along with its board of directors approving $70 billion in stock buybacks.Let’s review Alphabet’s captivating Q1 report and see if now is a good time to buy into the strong post-earnings rally ...

The Nasdaq-100 (NDX) is heading toward its best week since early November. Helping the tech-specific index stick the landing today is a cool 10.5% pop from Alphabet Inc Class A (NASDAQ:GOOGL). The tech conglomerate was last seen trading at $172.17, and earlier hit a record high of $174.17, after parent company of Google reported a first-quarter earnings and revenue beat, announced a $70 billion stock buyback plan, and unveiled its first dividend. GOOGL has staged quite the bounce off its 200-day moving aver ...