
$GOOGL has regained momentum, trading above all major moving averages following its ex-dividend date. Analysts suggest that the company, under CEO Sundar Pichai, is intensifying its focus on quantum computing, which could enhance its competitive position. Currently, Google trades at 18 times its fiscal year 2026 earnings. Observers note that with a potentially more favorable regulatory environment under the Trump administration, concerns about a breakup of the company may be overstated. Additionally, various sectors of Google, including Waymo (self-driving technology), DeepMind/Gemini (AI), and Google Cloud, are highlighted as key growth areas. Some analysts compare the current valuation of $GOOGL to Amazon's at $180, suggesting it may be undervalued and poised for significant growth.
$GOOGL is still a value stock about to play some serious catch up https://t.co/yykUCXhHmX
$GOOGL -Self Driving (Waymo) -AI (DeepMind/Gemini) -Quantum Computing (Willow) -Search -Google Cloud -YouTube -Android This is starting to remind me of $AMZN at $180. It’s just too cheap here and I think the breakup fears are overblown. https://t.co/kTdgQfnrwx
$GOOG really should buy $MSTR puts then announce they broke $BTC encryption. No clearer ROIC in quantum computing. Like multi-decade payoffs pulled forward immediately.