GOOG

Alphabet Inc.

Communication Services · Internet Content & Information

$341.08Sep 25, 2026

AI confidence 55% · prior close shown (market closed)

Investment Snapshot

Strong evidence · 3 sources

Why it matters

Alphabet Inc. shows stable business momentum based on AlphaOS pipeline evidence, with mixed management execution.

Why it matters: Revenue +24% YoY in Q2 FY2026.

TrajectoryStable
ExecutionMixed
CapitalRaising capital

1 signal not yet derived from pipeline evidence

Key signals

What it means for the thesis — synthesis, not a raw event feed.

  • Revenue +24% YoY in Q2 FY2026
  • Strong Google Cloud Growth

Pipeline evidence · 0d ago

GOOG's AlphaOS Signals

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Latest earnings · Q2 2026

Full GOOG earnings analysis

Reported figures for Alphabet Inc. — research only, not investment advice.

Revenue YoY
+24.2%
EPS YoY
+294.4%

Latest Intelligence

Updated

What happened recently for Alphabet Inc. (GOOG) — events, not interpretation.

Event
Reported Q2 2026 revenue +24% YoY.
Also
Last session September 25, 2026 at $341.08.
Source
Q2 2026 earnings

Research & analysis only — not investment advice.

Industry & ETF context

Industry blend 54
  • Primary industry AI Infrastructure scores 57/100 (Early Recovery cycle, Moderate momentum).
  • Also mapped to 2 other industries: Internet Content & Information, Data Centers.
  • Held in 2 ETF(s) — largest weight QQQ (2.91%).

Held in ETFsweight · est. sleeve dollars

Investment snapshot

Alphabet Inc.

GOOG's opportunity score
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Analysis confidence: 55%

GOOG's AI investment thesis

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55% confidence

Intelligence layer

Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity

PricesFinancialsFilingsFiling insightsEarningsEarnings AITranscriptsTechnicalOpportunityResearch
  • →Management tone: neutral
  • →Filing signal: Officer/director transaction language detected
  • →Also mapped to 2 other industries: Internet Content & Information, Data Centers.

Strengthen intelligence

  • · Fetch earnings call transcript for CEO commentary

Prior close

$341.08

Market cap

$4.19T

Profitable

Yes

Revenue $119.80B

Net income

$112.11B

FY Sep 24, 2026

Analyst ratings

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Earnings intelligence

Full earnings center

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Technical intelligence

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Price & volume

0 trading days

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Filing insights

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Competitive landscape

Alphabet operates Google Cloud and AI services driving data center compute demand.

Recent SEC filings

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Alphabet Inc. (GOOG)

Communication Services · Internet Content & Information

Investment Snapshot above is the primary AlphaOS analysis for Alphabet Inc. — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.

Key facts

Market cap:
$4.19T
Revenue:
$119.80B

GOOG earnings analysis

Research & analysis only — not investment advice. Price, charts, and filings are above.

Connected intelligence

Follow Alphabet Inc. through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.

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