Yahoo · Nov 1, 2026
1 Reason Alphabet Stock Is Worth Buying on This Pullback
Alphabet fell on heavy AI spending, but booming cloud growth and an average valuation make this dip worth a look.
NASDAQ · GOOG
Alphabet Inc.
Technology · Internet Content & Information
$278.22
Down-$4.10 (-1.45%)
Updated Nov 1, 2026, 5:20 PM
SID Score
5.6/10
Composite research score
Smart Money
55/100
Neutral
- Market cap
- 3.79T
- P/E ratio
- 30.4
- Dividend yield
- 0.30%
- 52-week range
- $271.54 – $404.47
- Volume
- 45.12M
- Avg. volume
- 23.39M
Price performance · GOOG
GOOG price history
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
GOOG closed at $278.22 after 20 trading sessions, down 19.08% for the selected period.
- Last close
- $278.22
- Period change
- -19.08%
- Period low
- $278.22
- Period high
- $349.52
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $279.69 | $281.86 | $275.35 | $278.22 | 45.12M |
| Oct 29, 2026 | $283.84 | $286.43 | $278.29 | $282.32 | 93.13M |
| Oct 28, 2026 | $319.88 | $323.13 | $319.68 | $321.89 | 35.36M |
| Oct 27, 2026 | $314.40 | $320.07 | $313.58 | $316.83 | 17.79M |
| Oct 26, 2026 | $318.045 | $318.385 | $313.51 | $314.19 | 16.99M |
| Oct 23, 2026 | $317.75 | $321.2299 | $316.9899 | $317.28 | 10.86M |
| Oct 22, 2026 | $326.765 | $327.70 | $318.45 | $320.76 | 21.09M |
| Oct 21, 2026 | $333.32 | $333.80 | $326.26 | $330.95 | 19.3M |
| Oct 20, 2026 | $339.715 | $341.00 | $334.60 | $336.40 | 14.79M |
| Oct 19, 2026 | $340.125 | $342.52 | $338.251 | $340.16 | 12.72M |
| Oct 16, 2026 | $344.30 | $346.60 | $335.50 | $336.91 | 17.04M |
| Oct 15, 2026 | $340.53 | $348.3982 | $336.82 | $344.91 | 16.43M |
| Oct 14, 2026 | $351.43 | $355.25 | $342.40 | $343.65 | 20.11M |
| Oct 13, 2026 | $352.415 | $354.50 | $347.57 | $349.52 | 14.47M |
| Oct 12, 2026 | $348.34 | $352.66 | $347.1601 | $348.97 | 11.85M |
| Oct 9, 2026 | $348.00 | $351.06 | $346.88 | $347.86 | 11.14M |
| Oct 8, 2026 | $349.645 | $353.53 | $343.51 | $344.86 | 13.99M |
| Oct 7, 2026 | $343.68 | $347.61 | $340.28 | $347.37 | 11.34M |
| Oct 6, 2026 | $344.64 | $345.67 | $341.70 | $344.59 | 13.18M |
| Oct 5, 2026 | $339.21 | $344.99 | $339.15 | $343.83 | 13.98M |
Latest GOOG news
The latest Smart Investors Daily articles mentioning GOOG.
Stock researchCompany · Overview
Company
Market Activity
Research & News
GOOG research
Overview
Company profile and research snapshot.
Company profile
Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV and YouTube Music, among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform accounts for roughly 10% of Alphabet's revenue. The firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $329.13
- Implied upside
- —
- Analysts
- 35
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 30, 2026 | Wells Fargo | Overweight | — |
| Oct 30, 2026 | Citigroup | Buy | — |
| Oct 29, 2026 | Wedbush | Outperform | — |
| Oct 29, 2026 | Barclays | Overweight | — |
| Oct 29, 2026 | Citizens | Market Perform | — |
News briefing
No generated briefing is available yet.
Yahoo · Nov 1, 2026
Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks
Kindig said in a recent note that shifting AI spends could create a massive opportunity for companies supplying the servers, CPUs, networking, and more.
Yahoo · Nov 1, 2026
GOOGL Market Cap Drops Nearly $500B After Google Search Fell Below 50% Of Alphabet's Revenue — David Sacks Explains Why That's A Good Thing
Sacks said that investors may be reading too much into Google Search’s share in Alphabet’s overall revenue dropping below the 50% level.
Yahoo · Nov 1, 2026
AI stocks just lost $5 trillion — but history says the stock market's sweetest stretch starts now
October selloffs, like the $5 trillion AI stock wipeout that hit the market, often lead into a sweet spot for traders.
AI research layers
Interpretive context generated from the platform’s current data sources.
Alphabet Inc. Stock Performance
Alphabet Inc. shares have experienced significant downward pressure across multiple timeframes, with the stock trading at $278.22 per SID market data. GOOG has declined 16.93% over the past month and 25.3% over the trailing three months, reflecting sustained selling momentum. On a one-year basis, the stock has fallen 11.49%, underperforming the broader technology sector. Technically, GOOG is trading well below both its 50-day moving average of $335.73 and its 200-day moving average of $336.35, indicating a firmly bearish trend structure. The 14-day relative strength index stands at 13.3, placing the stock deep in oversold territory per Massive/Polygon data. Average daily trading volume is approximately 23.39 million shares. With a beta of 1.07, the stock exhibits slightly above-market sensitivity to broad index movements. Despite the drawdown, Alphabet maintains a market capitalization of approximately $3.79 trillion.
Alphabet Inc. Valuation Analysis
Alphabet Inc. currently trades at a price-to-earnings ratio of 30.40, per SID market data, reflecting a premium valuation despite the recent share price decline. The PEG ratio stands at 3.84, suggesting the stock's earnings growth rate does not fully justify its P/E multiple at current levels. According to SEC filings, the price-to-book ratio is 9.76, indicating the market values Alphabet at nearly ten times its book value, consistent with asset-light technology business models. The company has initiated a modest dividend program, with a current yield of approximately 0.27%. Within the broader technology sector, Alphabet's valuation metrics reflect its dominant position in digital advertising and cloud computing, though the elevated PEG ratio warrants scrutiny. The recent price correction from significantly higher levels has compressed the P/E ratio but has not brought it to historically discounted territory relative to the company's five-year averages.
Smart Money Activity for GOOG
Alphabet Inc. registers a composite smart money score of 55 out of 100, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional ownership activity scores a perfect 25 out of 25, indicating robust accumulation by large fund managers according to 13F institutional filings. Insider activity scores 12.5 out of 25, reflecting moderate but not aggressive buying or selling patterns by corporate officers and directors per SEC Form 4 filings. Dark pool activity registers at 9.0 out of 25, suggesting below-average off-exchange trading interest relative to the stock's typical volume profile. Congressional trading activity scores 8.1 out of 25, indicating limited recent legislative interest in the name. The divergence between maximum institutional conviction and subdued dark pool and congressional signals creates a mixed picture. The strong institutional component appears to be the primary driver supporting the neutral composite reading, even as other smart money indicators remain relatively muted during the current selloff.
Alphabet Inc. Earnings Outlook
Alphabet Inc. has delivered a volatile earnings trajectory across recent quarters, according to company earnings reports. In the most recent reported quarter ending July 2026, GOOG posted earnings per share of $9.11 against a consensus estimate of $2.88, representing a substantial positive surprise of $6.23. The prior quarter showed continued outperformance, with actual EPS of $5.11 versus the $2.63 estimate, a beat of $2.48. However, the Q1 2026 quarter reflected a significant miss, with actual EPS of $2.12 falling short of the $2.96 estimate by $0.84 per analyst estimates. Looking ahead, the upcoming quarter carries an estimate of $2.88, while the following quarter's consensus sits at $2.96. The pattern of outsized beats followed by a notable miss suggests potential earnings volatility. Analysts appear to be maintaining conservative forward estimates near the $2.88 to $2.96 range despite the prior quarters' significant upside surprises.
Wall Street Analyst Ratings for GOOG
Wall Street analysts maintain a predominantly constructive stance on Alphabet Inc. despite the stock's recent decline, per SID consensus data. In the most recent round of analyst updates following the October 2026 reporting period, Wells Fargo reiterated its Overweight rating on October 30, while both Wedbush and Barclays maintained Outperform and Overweight ratings respectively on October 29. However, not all coverage was uniformly positive. Citizens downgraded GOOG from Market Outperform to Market Perform on October 29, representing the sole negative revision among recent updates per Wall Street analyst reports. DA Davidson maintained its Neutral stance on the same date. Of the five most recent ratings actions, three firms hold bullish equivalents, one is neutral, and one reflects a downgrade to a neutral-equivalent position. The clustering of maintained positive ratings amid a 25.3% three-month drawdown suggests that the majority of covering analysts view the selloff as a potential entry point rather than a fundamental deterioration signal.
