Google Equity Report: Undervalued by $3 Trillion.

FULL EQUITY REPORT ON ALPHABET (GOOG:US) Click Here

Alphabet’s latest numbers and trends make a strong case for the stock. The full report delves into valuation, financials, and industry dynamics, but here’s the brief version.

Alphabet isn’t just about Search ads anymore. The business has three powerful engines: Search and YouTube on the consumer side, and Cloud on the enterprise side. All three are being reshaped by AI. Rather than hurting the model, early results show that AI features in Search and YouTube are attracting more engagement and keeping advertisers satisfied. Meanwhile, Cloud has quietly turned the corner, moving from losses to growing margins as AI training and inference workloads fill new capacity.

On valuation, the conservative discounted cash flow says the stock is worth about $230, which acts as a floor. Peer comparisons and our football-field view point to a fair value closer to $275, with upside into the low $300s if Cloud and YouTube continue to deliver. That’s a solid premium to today’s ~$240 price.

Risks exist - regulation, big spending on AI infrastructure, and fierce competition - but Alphabet’s cash flow, balance sheet, and diversified revenue give it room to absorb those challenges.

The bottom line: Alphabet is a buy. I see it as a core holding, with 15 to 25 percent upside over the next year as Cloud margins expand, YouTube grows on connected TV, and Search monetisation proves durable in the AI era.