Benzinga · Sep 2, 2026
Google Wins Over Berkshire: Greg Abel Hails Alphabet’s AI Muscle
Berkshire Hathaway boosts its Alphabet stake to $36.6B as CEO Greg Abel highlights Google's dominant role in artificial intelligence.

NASDAQ · GOOG
Technology · Internet Content & Information
$332.03
Up+$1.75 (+0.53%)
Updated Sep 3, 2026, 12:17 AM
SID Score
6.1/10
Composite research score
Smart Money
59/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
GOOG closed at $332.03 after 20 trading sessions, down 7.80% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 1, 2026 | $332.25 | $333.9497 | $329.29 | $332.03 | 16.64M |
| Aug 31, 2026 | $340.02 | $340.63 | $333.43 | $335.41 | 23.2M |
| Aug 28, 2026 | $337.61 | $345.43 | $337.28 | $342.88 | 17.84M |
| Aug 27, 2026 | $336.30 | $338.81 | $335.40 | $337.71 | 17.94M |
| Aug 26, 2026 | $343.18 | $343.1911 | $337.01 | $339.10 | 16.18M |
| Aug 25, 2026 | $345.97 | $346.70 | $342.145 | $343.34 | 14.03M |
| Aug 24, 2026 | $340.74 | $348.08 | $339.62 | $344.59 | 16.45M |
| Aug 21, 2026 | $340.28 | $343.29 | $337.81 | $341.75 | 15.36M |
| Aug 20, 2026 | $339.69 | $340.80 | $336.17 | $338.20 | 14.19M |
| Aug 19, 2026 | $339.81 | $343.56 | $338.05 | $341.70 | 13.36M |
| Aug 18, 2026 | $339.895 | $342.39 | $337.52 | $341.28 | 14.25M |
| Aug 17, 2026 | $344.06 | $345.05 | $339.57 | $341.45 | 12.61M |
| Aug 14, 2026 | $344.26 | $348.06 | $342.07 | $343.54 | 10.95M |
| Aug 13, 2026 | $344.57 | $345.83 | $342.40 | $343.94 | 15M |
| Aug 12, 2026 | $345.33 | $345.50 | $339.82 | $342.37 | 15.61M |
| Aug 11, 2026 | $354.00 | $355.00 | $342.57 | $343.00 | 18.39M |
| Aug 10, 2026 | $354.24 | $355.93 | $351.47 | $355.84 | 12.79M |
| Aug 7, 2026 | $355.28 | $357.55 | $352.82 | $353.47 | 14.52M |
| Aug 6, 2026 | $358.792 | $361.96 | $355.83 | $356.62 | 16.51M |
| Aug 5, 2026 | $380.00 | $381.81 | $355.16 | $360.13 | 29.44M |
The latest Smart Investors Daily articles mentioning GOOG.
GOOG research
Company profile and research snapshot.
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 websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 23, 2026 | Roth Capital | Buy | — |
| Jul 23, 2026 | RBC Capital | Outperform | — |
| Jul 23, 2026 | DA Davidson | Neutral | — |
| Jul 23, 2026 | BMO Capital | Outperform | — |
| Jul 23, 2026 | Truist Securities | Buy | — |
No generated briefing is available yet.
Benzinga · Sep 2, 2026
Berkshire Hathaway boosts its Alphabet stake to $36.6B as CEO Greg Abel highlights Google's dominant role in artificial intelligence.
SeekingAlpha · Sep 2, 2026
Fervo Energy secures a landmark deal with Google, validating enhanced geothermal as a viable baseload for hyperscaler data centers. Read why FRVO stock is a buy.
Yahoo · Sep 2, 2026
A blockbuster deal with an AI colossus has investors excited.
Yahoo · Sep 2, 2026
Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development of its data center facility in Utah. Under the agreement, the energy company will deliver 396 megawatts of power to Google from its Cape Station project […]
Interpretive context generated from the platform’s current data sources.
Alphabet Inc. shares closed at $332.03, reflecting notable underperformance over recent periods. Per SID market data, the stock has declined 5.96% over the past month and 9.98% over the trailing three months, though it retains a modest 5.6% gain over the past twelve months. GOOG currently trades below both its 50-day moving average of $347.37 and its 200-day moving average of $335.23, indicating sustained downward momentum. The 14-day relative strength index sits at 39.1, approaching oversold territory but not yet triggering a classic oversold signal below 30. According to Massive/Polygon data, average daily trading volume stands at approximately 23.4 million shares. The company's beta of 1.07 suggests volatility roughly in line with the broader market. Alphabet's market capitalization remains substantial at approximately $3.79 trillion, maintaining its position among the largest publicly traded companies globally.
Alphabet Inc. currently trades at a price-to-earnings ratio of 30.40, reflecting a premium valuation relative to the broader market, per SID market data. The PEG ratio stands at 3.84, suggesting that the stock's earnings growth rate may not fully justify its current P/E multiple when evaluated on a growth-adjusted basis. According to SEC filings, the company's price-to-book ratio is 9.76, consistent with capital-light technology businesses that generate significant intangible value. Alphabet has initiated a dividend program yielding approximately 0.27%, a relatively recent development for the company and a modest yield characteristic of growth-oriented technology firms. Within the Technology sector, Alphabet's valuation metrics position it among peers commanding premium multiples driven by dominance in digital advertising, cloud computing, and artificial intelligence infrastructure. The current valuation reflects the market's pricing of Alphabet's diversified revenue streams against a backdrop of recent share price weakness.
Alphabet Inc. registers an overall smart money score of 59 out of 100, reflecting a neutral composite signal according to SID market data. The strongest component is institutional activity, which scores a perfect 25 out of 25, indicating robust positioning by major fund managers. Per 13F institutional filings, large asset managers continue to maintain or build significant positions in the stock. Insider activity scores 12.5 out of 25, suggesting moderate but not particularly aggressive buying or selling by corporate executives and directors, per SEC Form 4 filings. Congressional trading activity scores 12 out of 25, indicating some legislative interest without a pronounced directional bias. The dark pool component registers at 9.1 out of 25, the weakest individual metric, suggesting relatively subdued off-exchange institutional block trading. The divergence between maximum institutional confidence and below-average dark pool activity presents a mixed picture of smart money positioning, with the overall neutral signal reflecting these offsetting dynamics across tracked categories.
Alphabet Inc. has delivered consecutive earnings surprises in its most recently reported quarters. According to company earnings reports, the quarter reported on July 22, 2026, showed actual earnings per share of $9.11 against an analyst estimate of $2.88, representing a substantial positive surprise of $6.23. The prior quarter reported on April 29, 2026, posted actual EPS of $5.11 versus the consensus estimate of $2.63, a positive surprise of $2.48. These results demonstrate a pattern of significantly exceeding Wall Street expectations. Looking ahead, per analyst estimates, the upcoming quarter expected around April 23, 2026, carries a consensus EPS estimate of $2.62, while the quarter anticipated around July 27, 2026, holds an estimate of $2.88. The magnitude of recent beats — particularly the $6.23 surprise — raises questions about whether consensus estimates adequately capture Alphabet's current earnings trajectory across its advertising and cloud segments.
Wall Street coverage of Alphabet Inc. remains predominantly positive, with recent analyst actions reaffirming bullish stances. Per Wall Street analyst reports dated July 23, 2026, Roth Capital reiterated a Buy rating, while Truist Securities also maintained its Buy recommendation. BMO Capital and RBC Capital both reaffirmed Outperform ratings, signaling continued confidence in the stock's prospects. DA Davidson maintained a Neutral rating, representing the sole non-bullish voice among the most recent batch of coverage updates. Notably, none of the five analyst actions involved downgrades, with all firms holding their prior ratings steady. According to SID consensus data, this pattern of four out of five analysts maintaining positive ratings reflects broad institutional conviction in Alphabet's fundamental positioning despite the stock's 9.98% decline over the past three months. The consistency of maintained ratings following the most recent earnings period suggests analysts view the current price weakness as disconnected from underlying business performance.


The latest Smart Investors Daily articles mentioning GOOG.