← Takaisin etusivulle

GOOGLAlphabet Inc.

📅 2026-04-03🇺🇸 S&Ptechnology
295.77 USD
52 viikon vaihteluväli
$140.53
$349.00

AI-konsensus

Mallin arvio
$421.89
Sis. 30 % analyytikkoankkurointi
Ero
+42.6%
Yksimielisyys
0.725/5 mallia
Hajonta
σ 0.13
Analyytikkokonsensus
$376.93(56 analyytikkoa)
AI-yhteenveto
5 viidestä AI-mallia on positiivisia GOOGL. Avaintekijä: Continued strong growth in Google Cloud, driven by AI solutions and enterpris... AI-konsensusarvio 421.89 42.6% yli nykyhinnan. Mallien yksimielisyys on korkea (0.72). Analyytikkokonsensus: 376.93 (AI +11.9%).
gptclaudegeminideepseekgrokGOOGLAlphabet In…295.8spot376.9analysts276317359401442484
Pessimistinen (min)
$284.70
-3.7%
Perus (mediaani)
$421.89
+42.6%
Optimistinen (max)
$501.08
69.4%

Arvion kehitys AI-mallien arviot ja osakkeen hinta ajan yli

Loading...

Mikä muuttui tänään

Konsensusarvio:421.89→421.89(+0.0%)
CAGR
-1.0pp(1 ↓)
MARG
-1.0pp(1 ↓)
no-assumption-changerisks-updatedopenai-competitive-risk-noted
Mallien erittely
CLAUDE
Est.
463.83
Ero
+56.8%
Conf
0.75
DCF 501.08 → Kal. 463.83
Avaintekijät
  • Historical revenue CAGR of 12.5% (2022–2025) provides a strong baseline; anal…
  • Google Cloud (Vertex AI, Gemini Enterprise, cybersecurity) remains the primar…
  • Trailing EBIT margin of 32% is already elevated for the sector; operating lev…
Suurin riski
  • Ongoing antitrust and regulatory scrutiny (DOJ search monopoly case, EU investigations)…
  • AI-driven disruption to core Search advertising model: if LLM-based search alternatives…
  • Elevated capex intensity (22.7% of revenue) compresses near-term free cash flow and cre…
Muutos
All four core valuation assumptions are unchanged from yesterday's model (revenue_cagr_5y: 0.14, ebit_margin_target: …
Ei muutosta
no-assumption-changerisks-updatedopenai-competitive-risk-noted
GEMINI
Est.
439.54
Ero
+48.6%
Conf
0.80
DCF 466.37 → Kal. 439.54
Avaintekijät
  • Continued strong growth in Google Cloud, driven by AI solutions and enterpris…
  • Resilient performance of Google Services, particularly Search and YouTube adv…
  • Potential for operating leverage and margin expansion as high-growth segments…
Suurin riski
  • Increasing regulatory scrutiny and potential antitrust actions, impacting business prac…
  • Intense competition in core advertising, cloud computing, and AI markets.
  • Dependence on advertising revenue, making the company susceptible to economic downturns.
Muutos
No significant changes in key valuation assumptions compared to yesterday's model.
Ei muutosta
no change
GPT
Est.
421.89
Ero
+42.6%
Conf
0.70
DCF 441.16 → Kal. 421.89
Avaintekijät
  • Continuous growth in cloud services and AI solutions
  • Expansion of subscription services like YouTube TV and Google One
  • Strong historical revenue growth with a positive outlook
Suurin riski
  • Regulatory challenges in multiple jurisdictions
  • Intense competition in cloud and AI markets
  • Economic downturns affecting advertising spend
Muutos
No changes in assumptions since yesterday as model data remains consistent.
Ei edellistä dataa
no changeconsistent
GROK
Est.
410.16
Ero
+38.7%
Conf
0.80
DCF 424.40 → Kal. 410.16
Avaintekijät
  • Projected revenue growth of 14% CAGR over 5 years, supported by historical 12…
  • EBIT margin target of 34% reflects expected operating leverage from scaling h…
  • Diversified revenue from Google Services, including ads, apps, and consumer s…
Suurin riski
  • Regulatory and legal challenges could impact growth and profitability in key markets.
  • Intense competition in AI and cloud computing may pressure margins and market share.
  • High capex levels (22.7% of revenue) could strain cash flows if growth initiatives unde…
Muutos
Assumptions remain consistent with yesterday's model, with no significant new data or events altering the outlook for…
Ei muutosta
stable assumptionsno update
DEEPSEEK
Est.
312.37
Ero
+5.6%
Conf
0.75
DCF 284.70 → Kal. 312.37
Avaintekijät
  • Historical revenue CAGR of 12.5% (2022-2025) provides strong baseline for fut…
  • Google Cloud and AI solutions (Vertex AI, Gemini) represent significant growt…
  • High trailing EBIT margin (32%) and ROE (31.8%) demonstrate operational effic…
Suurin riski
  • Regulatory and legal headwinds, including potential antitrust actions and ongoing inves…
  • High capital intensity (capex/revenue 22.7%) required to maintain AI and cloud infrastr…
  • Competitive pressure in AI and cloud services from Microsoft, Amazon, and emerging AI c…
Muutos
Maintaining similar assumptions with minor adjustments to reflect updated market data and recent news, with slight de…
CAGR
-1.0pp
MARG
-1.0pp
growth updatemargin refinementwacc stable

Arvostusoletukset

CLAUDEDEEPSEEKGEMINIGPTGROK
Liikevaihdon CAGR 5V14.0%10.5%
-1.0pp
17.0%12.0%14.0%
EBIT-marginaalitavoite34.0%31.0%
-1.0pp
33.0%34.0%34.0%
WACC9.6%10.8%11.0%9.5%10.5%
Terminaalikasvu3.0%2.0%2.0%2.0%2.0%

Tunnusluvut

EBIT-marginaali32.0%
EBITDA-marginaali37.3%
ROE31.8%
Nettovelka / EBITDA-0.4x
P/E27.1x
EV / EBITDA23.4x
P/B8.6x
Analyytikkojen vaihteluväli– – –

Viimeisimmät uutiset

Is OpenAI's $1 trillion IPO valuation realistic?2026-04-02
Tech stocks today: Tesla stock falls as tech stocks rebound, AI industry leaks highlight cybersecurity risks2026-03-13
Under the Skin of America’s Humanoid Robots: Chinese Technology2026-04-03
Got $1,000? 3 Unstoppable Tech Stocks to Buy and Hold Forever.2026-04-03
Tilaa sähköpostiuutisetIlmainen · Ei roskapostia · Peruuta milloin vain · Tietosuoja
AI Investor Barometer · 2026-04-03
Kaikki sisältö on tekoälymallien tuottamaa ja voi sisältää virheitä. Tämä on kokeellinen työkalu — ei sijoitusneuvontaa, -tutkimusta eikä -suositusta. Käyttöehdot · Tietosuoja