Alphabet A(GOOGL)
(GOOGL)
Q2-rapport
4 dagar sedan‧56min
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0,48 %
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Volymvägt snittpris (VWAP)
166,21VWAP
166,21Omsättning (USD)
6 873 727 824Mäklarstatistik
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Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2024 Q2-rapport | 23 juli | |
| 2024 Årsstämma | 7 juni | |
| 2024 Q1-rapport | 25 apr. | |
| 2023 Årsrapport | 31 jan. | |
| 2023 Q4-rapport | 30 jan. |
Data hämtas från Morningstar, Quartr
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Q2-rapport
4 dagar sedan‧56min
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2024 Q2-rapport | 23 juli | |
| 2024 Årsstämma | 7 juni | |
| 2024 Q1-rapport | 25 apr. | |
| 2023 Årsrapport | 31 jan. | |
| 2023 Q4-rapport | 30 jan. |
Data hämtas från Morningstar, Quartr
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för 18 tim sedanför 18 tim sedanFinnes det noen kloke tanker mtp Google short term? Virker som det er mye uro grunnet OpenAI retning med søkemotor. Er det argumenter til videre bekymring for oss som ikke planlegger long term på denne?
för 18 tim sedanför 18 tim sedanJust updated my DCF model on Alphabet and it seems like now would be a pefect time to add some more or open a position in this stock, if you somewhat agree with the following figures. Here is some information about estimates and data that I used. WACC: 8,08% TGR: 3,00% Tax rate: 15,25% (million, usd) Revenue 2024: 346 000 Revenue growth 2025 - 2030: 11,25%, 10,75%, 9,5%, 8,3%, 7,1%, 6% EBIT margin 2024: 27,04% 2025 - 2030: year by year increase to 31,00% D&A and Changes in NWC about the average % of sales figures from last 5 years. When it comes to CapEx I used high numbers because I expect the AI infrastructure investments to continue (and pay back in time). CapEx (% of sales) 2024: 11,25% 2025: 11,25% 2026: 11,25% 2027-2030: 10,50% When calculating present value of cash flows I used the mid year convention method to be more accurate. - `Sum of PV of Free Cash Flow + PV of Terminal Value = Enterprise Value` - `Enterprise Value - Debt + Cash = Equity Value` - `Equity Value / Number of Shares = Implied Share Price` Based on these calculation I got to implied share price of $211. I would argue that these estimates are "base case" figures. My bull case share price is around $260 but that would require more innovations and breakthrough in AI during the next few years (not impossible). And Alphabet would have to stay in the game and be one of the winners. Because of the correction that we have seen during the last few weeks I would argue that now would be a good time to buy. The risk premium is big enough. Also the P/E of 24,5 is not that high IF Alphabet can bring new innovations and keep up with Microsoft and Amazon in the cloud business.
för 8 tim sedanför 8 tim sedanJeg fylte akkurat på i alphabet, men var dessverre ikke knyttet til at jeg hadde gjort regnejobben. Har hatt denne posten lenge og planlagt å fylle på en stund og har ventet på rett tidspunkt. Forsøkte å time en god inngang. Dette er en løpende/kontinuerlig bias jeg har med at jeg tror jeg kan time markedet, og noe jeg arbeidet kontinuerlig med, men som viser seg å være vanskelig å korrigere for. Har som mål å starte å regne mer på mine kjøp og forsøker å lære litt basert på andres erfaringer. Derfor blir det litt detaljerte spm. Beklager dette!
för 1 dag sedanför 1 dag sedanHumana and Google Expand Partnership to Help Reduce Cost of Care and Improve Member Experiences Humana Inc . , a leading health and well-being company, today announced a new multi-year agreement with Google Cloud to further modernize Humana’s cloud infrastructure and leverage cutting-edge AI capabilities to accelerate innovation in healthcare. This agreement builds on an ongoing collaboration between Google Health and Humana to co-develop solutions focused on population health and bringing the best of Google’s AI technologies and products to Humana members and patients. The two companies are also exploring potential opportunities to develop new solutions for today’s healthcare challenges. Financial terms of the agreement were not disclosed. “Embracing technology solutions in healthcare can help lower costs and improve consumer experiences. At Humana, we plan to use the capabilities offered by Google Cloud to make it easier for our members and patients to have affordable access to the right care at the right time,” said Jim Rechtin, Humana Chief Executive Officer. “Google Cloud’s technology platform can make our contact centers more responsive, our provider networks simpler to navigate, healthcare coverage easier to understand and primary care better tailored to individual needs.” “By combining Humana's deep understanding of healthcare with Google Cloud's cutting-edge AI and cloud technologies, Humana can unlock new possibilities for operational efficiency, clinical insights, and personalized care,” said Thomas Kurian, CEO, Google Cloud. “This collaboration will empower Humana to further improve the well-being of their members and transform the delivery of healthcare.” “Google Cloud continues to be a trusted and highly collaborative partner for Humana, and we look forward to continuing to innovate with their team through this expanded relationship,” said Sam Deshpande, Chief Information Officer at Humana.för 1 dag sedanför 1 dag sedanForstår simpelthen ikke, hvorfor aktiemarkedet bliver slagtet fra en side af.. Ikke kun google, men over hele linjen! -på den ene side, der er jeg træt af det, men på den anden så må det gerne fortsætte til lønningsdag 🤣
för 2 dagar sedanför 2 dagar sedanEr Google en godt langsigtetinvestering?- för 2 dagar sedanför 2 dagar sedan5 analysts weigh in on Google earnings: Evercore ISI: “We reiterate our Outperform on GOOGL in the wake of a Modest Beat Q2 EPS print, maintaining our PT at $225.” “The bar was high for GOOGL this quarter and largely met – strong Search growth, Operating Margin upside & Cloud growth acceleration. The ointment flies were a) The YouTube Ads revenue miss, tho the growth decel (8 pts) can largely be explained by the tougher comps (7 pts); and b) the muted Q3 Operating Margin commentary, tho we view this largely as a Pixel launch timing factor and continue to believe that GOOGL is a new margin expansion story going forward.” Citi: “With ~14% Y/Y Search revenue growth, accelerating Google Cloud revenue growth to +29% Y/Y, and margins expanding 310 bps Y/Y, we emerge from 2Q24 earnings incrementally positive on shares of Alphabet.” “Given strong Search results, it underscores our view that the broader advertising environment— and DR in particular—is healthy and strengthening, that Google’s GenAI tools are gaining traction, and that margin expansion should continue; we reiterate our Buy rating and raise our TP to $212.” Bank of America: “Strong 2Q search and Cloud results reinforce our thesis that Google is a net Al beneficiary, while strong expense discipline sets up 2H for strong y/y margins. Some cautious call commentary on ad comps and growing 3Q depr. expense could be a near-term sentiment overhang after a clean 1Q, but we expect search to remain relatively strong, driven by AI. At the AH price of $179.6, we see stock as attractive at ~21x 2yr forward GAAP EPS vs S&P at 20x.” Wedbush: “Google continues to validate its position as a leading AI beneficiary, as management commentary has been encouraging regarding both consumer adoption of AI Search features and enterprise demand for AI agents and other services within Cloud.” “We think the progress Google has made with AI search results over the last two quarters should help to alleviate investor concerns regarding the structural risks of generative AI to Search.” JPMorgan: “We believe GOOGL’s strong 2Q Search results, combined w/ further positive commentary on AI Overviews, will allay near-term fears around market share & competition, though it will take time to work through long-term debates.” “We remain positive on GOOGL shares & are establishing a December 2025 PT of $208 (up from prior Dec ‘24 PT of $200) based on ~20.5x our ‘26E GAAP EPS of $10.16.“
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Q2-rapport
4 dagar sedan‧56min
0,20 USD/aktie
Senaste utdelning
0,48 %
Direktavk.
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
0,20 USD/aktie
Senaste utdelning
0,48 %
Direktavk.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- för 18 tim sedanför 18 tim sedanFinnes det noen kloke tanker mtp Google short term? Virker som det er mye uro grunnet OpenAI retning med søkemotor. Er det argumenter til videre bekymring for oss som ikke planlegger long term på denne?
- för 18 tim sedanför 18 tim sedanJust updated my DCF model on Alphabet and it seems like now would be a pefect time to add some more or open a position in this stock, if you somewhat agree with the following figures. Here is some information about estimates and data that I used. WACC: 8,08% TGR: 3,00% Tax rate: 15,25% (million, usd) Revenue 2024: 346 000 Revenue growth 2025 - 2030: 11,25%, 10,75%, 9,5%, 8,3%, 7,1%, 6% EBIT margin 2024: 27,04% 2025 - 2030: year by year increase to 31,00% D&A and Changes in NWC about the average % of sales figures from last 5 years. When it comes to CapEx I used high numbers because I expect the AI infrastructure investments to continue (and pay back in time). CapEx (% of sales) 2024: 11,25% 2025: 11,25% 2026: 11,25% 2027-2030: 10,50% When calculating present value of cash flows I used the mid year convention method to be more accurate. - `Sum of PV of Free Cash Flow + PV of Terminal Value = Enterprise Value` - `Enterprise Value - Debt + Cash = Equity Value` - `Equity Value / Number of Shares = Implied Share Price` Based on these calculation I got to implied share price of $211. I would argue that these estimates are "base case" figures. My bull case share price is around $260 but that would require more innovations and breakthrough in AI during the next few years (not impossible). And Alphabet would have to stay in the game and be one of the winners. Because of the correction that we have seen during the last few weeks I would argue that now would be a good time to buy. The risk premium is big enough. Also the P/E of 24,5 is not that high IF Alphabet can bring new innovations and keep up with Microsoft and Amazon in the cloud business.för 8 tim sedanför 8 tim sedanJeg fylte akkurat på i alphabet, men var dessverre ikke knyttet til at jeg hadde gjort regnejobben. Har hatt denne posten lenge og planlagt å fylle på en stund og har ventet på rett tidspunkt. Forsøkte å time en god inngang. Dette er en løpende/kontinuerlig bias jeg har med at jeg tror jeg kan time markedet, og noe jeg arbeidet kontinuerlig med, men som viser seg å være vanskelig å korrigere for. Har som mål å starte å regne mer på mine kjøp og forsøker å lære litt basert på andres erfaringer. Derfor blir det litt detaljerte spm. Beklager dette!
- för 1 dag sedanför 1 dag sedanHumana and Google Expand Partnership to Help Reduce Cost of Care and Improve Member Experiences Humana Inc . , a leading health and well-being company, today announced a new multi-year agreement with Google Cloud to further modernize Humana’s cloud infrastructure and leverage cutting-edge AI capabilities to accelerate innovation in healthcare. This agreement builds on an ongoing collaboration between Google Health and Humana to co-develop solutions focused on population health and bringing the best of Google’s AI technologies and products to Humana members and patients. The two companies are also exploring potential opportunities to develop new solutions for today’s healthcare challenges. Financial terms of the agreement were not disclosed. “Embracing technology solutions in healthcare can help lower costs and improve consumer experiences. At Humana, we plan to use the capabilities offered by Google Cloud to make it easier for our members and patients to have affordable access to the right care at the right time,” said Jim Rechtin, Humana Chief Executive Officer. “Google Cloud’s technology platform can make our contact centers more responsive, our provider networks simpler to navigate, healthcare coverage easier to understand and primary care better tailored to individual needs.” “By combining Humana's deep understanding of healthcare with Google Cloud's cutting-edge AI and cloud technologies, Humana can unlock new possibilities for operational efficiency, clinical insights, and personalized care,” said Thomas Kurian, CEO, Google Cloud. “This collaboration will empower Humana to further improve the well-being of their members and transform the delivery of healthcare.” “Google Cloud continues to be a trusted and highly collaborative partner for Humana, and we look forward to continuing to innovate with their team through this expanded relationship,” said Sam Deshpande, Chief Information Officer at Humana.för 1 dag sedanför 1 dag sedanForstår simpelthen ikke, hvorfor aktiemarkedet bliver slagtet fra en side af.. Ikke kun google, men over hele linjen! -på den ene side, der er jeg træt af det, men på den anden så må det gerne fortsætte til lønningsdag 🤣
- för 2 dagar sedanför 2 dagar sedanEr Google en godt langsigtetinvestering?
- för 2 dagar sedanför 2 dagar sedan5 analysts weigh in on Google earnings: Evercore ISI: “We reiterate our Outperform on GOOGL in the wake of a Modest Beat Q2 EPS print, maintaining our PT at $225.” “The bar was high for GOOGL this quarter and largely met – strong Search growth, Operating Margin upside & Cloud growth acceleration. The ointment flies were a) The YouTube Ads revenue miss, tho the growth decel (8 pts) can largely be explained by the tougher comps (7 pts); and b) the muted Q3 Operating Margin commentary, tho we view this largely as a Pixel launch timing factor and continue to believe that GOOGL is a new margin expansion story going forward.” Citi: “With ~14% Y/Y Search revenue growth, accelerating Google Cloud revenue growth to +29% Y/Y, and margins expanding 310 bps Y/Y, we emerge from 2Q24 earnings incrementally positive on shares of Alphabet.” “Given strong Search results, it underscores our view that the broader advertising environment— and DR in particular—is healthy and strengthening, that Google’s GenAI tools are gaining traction, and that margin expansion should continue; we reiterate our Buy rating and raise our TP to $212.” Bank of America: “Strong 2Q search and Cloud results reinforce our thesis that Google is a net Al beneficiary, while strong expense discipline sets up 2H for strong y/y margins. Some cautious call commentary on ad comps and growing 3Q depr. expense could be a near-term sentiment overhang after a clean 1Q, but we expect search to remain relatively strong, driven by AI. At the AH price of $179.6, we see stock as attractive at ~21x 2yr forward GAAP EPS vs S&P at 20x.” Wedbush: “Google continues to validate its position as a leading AI beneficiary, as management commentary has been encouraging regarding both consumer adoption of AI Search features and enterprise demand for AI agents and other services within Cloud.” “We think the progress Google has made with AI search results over the last two quarters should help to alleviate investor concerns regarding the structural risks of generative AI to Search.” JPMorgan: “We believe GOOGL’s strong 2Q Search results, combined w/ further positive commentary on AI Overviews, will allay near-term fears around market share & competition, though it will take time to work through long-term debates.” “We remain positive on GOOGL shares & are establishing a December 2025 PT of $208 (up from prior Dec ‘24 PT of $200) based on ~20.5x our ‘26E GAAP EPS of $10.16.“
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Stängd
Antal
Köp
0
Sälj
Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Volymvägt snittpris (VWAP)
166,21VWAP
166,21Omsättning (USD)
6 873 727 824Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
| 2024 Q2-rapport | 23 juli | |
| 2024 Årsstämma | 7 juni | |
| 2024 Q1-rapport | 25 apr. | |
| 2023 Årsrapport | 31 jan. | |
| 2023 Q4-rapport | 30 jan. |
Data hämtas från Morningstar, Quartr