Alphabet
ConvictionModerate
Advertising (Search, YouTube, Network) ~70% of revenue + Google Cloud (IaaS/PaaS, enterprise AI, GCP) + subscriptions/devices + Other Bets (Waymo, etc.); monetizes a vertically-integrated AI stack (Gemini models → TPU silicon → datacenters → Cloud + ad products).
Revenue
$109.9BQ1 FY26, +22% YoY); >$400B FY2025Rev growth
+22% YoY Q1 FY26+19% cc); 11th straight double-digit quarterGross margin
~58%est., not separately disclosedOp margin
36.1%Q1 FY26, +2pp YoY); 31.6% FY2025Capex intensity
Very high — Q1 FY26 capex $35.7B~32% of revenue); FY26 guide $180–190BMarket cap
~$4.18TJun 26 2026Price · 1-year trend
real · weekly$342+91% 1yUSD
52-week range
$172 – $409
52w lowas of 2026-06-26 · Yahoo Finance52w high
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence