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GOOG is undervalued

u/sideoframranch · Reddit — r/ValueInvesting · July 18, 2026 at 21:51 · ⬆ 17 pts · 💬 49 comments  | View on Reddit ↗
AI Summary

Summary

  • The post argues that Alphabet (GOOG) is undervalued given its dominant search, YouTube, Android, and AI infrastructure businesses, plus aggressive share buybacks.
  • The author expects GOOG to reach $2300–$2500 in the next year or two, citing a valuation discount vs. MSFT and AAPL.
  • The analysis is a concise opinion with basic fundamental reasoning but lacks deep financial modeling or comparative valuation metrics; it’s informed speculation rather than rigorous DD.
Score 17
Comments 49
Upvote % 65%
Ideas
u/sideoframranch Reddit r/ValueInvesting
Google owns core digital assets (search, YouTube, Android) and is investing heavily in AI infrastructure (TPUs, Gemini) while buying back shares aggressively. The market is not fully pricing in the durability of these cash flows or the AI growth catalyst, creating a valuation gap vs. peers. Long GOOG as a compounding machine with a manageable downside due to strong free cash flow and a buyback tailwind. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, ad revenue slowdown, or a broader tech correction.
GOOG HIGH
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This Reddit post, published July 18, 2026, features u/sideoframranch discussing GOOG. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/sideoframranch  · Tickers: GOOG