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GOOGL

Alphabet Inc Class A

BUY 2026-08-14 Data 29 days old USD 345.56 Communication Services - Internet Content & InformationAWAIT ENTRY
ACTIONABLEMethodology gates passed
65

Position levels

Currenttoday
USD 345.56
Buy <=wait / entry
USD 283.33
Trim >=take some off
USD 360.00
Thesis breakGoogle Cloud growth decelerates below 15% year-on-year for two consecutive quart...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • +216.32% EPS surprise and +2.81% revenue surprise versus analyst forecasts
  • Google Cloud revenues increased $15.5 billion YoY primarily from infrastructure and platform services growth
  • Strong Buy consensus from 30 analysts with average 12-month price target of $422.32
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.