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GOOGL

Alphabet Inc. (Class A)

NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-05-08

$400.80+0.71%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, GOOGL has a composite score of 31.4 and a signal label of "favorable." This score is influenced by a medium confidence level of 73.6 and strengths in quality (81.8) and management (71.4). However, there are unfavorable scenarios that could impact the score, including potential guidance cuts and sector trends weakening. The analysis is provisional.

Composite +31as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
strong
Top 30% of communication services cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    -0.01
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
25472312713122824419
F2 · Value
expensive
Most expensive 30% of communication services cohort
Why this rank
Price
$400.80
TTM EPS
$9.19
Earnings yield
2.3%
P/E (TTM)
43.6

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
fragile
Bottom 30% cash conversion in communication services cohort
Why this rank
TTM NI ($M)
100,118
TTM CFO ($M)
125,299
CFO/NI
1.25
L2

Watch

has something changed worth re-reading?
F4 · Management stability
Insufficient data
No score yet
Earnings setup · pre-print positioning
forward-looking
bullishEPS revised +4.0% / 30d, n=44for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $2.76 → $2.87 (+4.0% / 30d). 33 raised, 4 cut, 44 covering analysts.

Rating actions

0 upgrades, 1 downgrade / 30d, 27 maintained. 90% of analysts rate Buy.

Price target activity

17 PT revisions / 30d. Avg target 18.0% above current price.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −20%, typical day ±1.0%
Why this risk level

Recent vol — 30d annualized 35%; 252d 29%.

Drawdown — Max 1y −20%. Bad day move −2%.

Beta to sector ETF (XLC) 1.20 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 52/100, drawdown 59/100, beta 80/100, earnings vol .

Sector regime
headwind-6.7%sector vs S&P 500, 60d

via XLC

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite71.4 / 100
Capital allocation88
Earnings discipline67
Margin discipline85
Balance sheet33
Guidance credibility
Post-call reaction50
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

No qualifying priorities for this snapshot. Check back after the next refresh.

5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
higher = cheaper

Not enough peers to compare yet.

Compared to its own history
52higher = cheaper

Around its own typical valuation.

P/E
30.4x
EV/EBITDA
FCF yield
1.3%

P/E over the last 5 years

33 monthly points
fairas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
GOOGL
Alphabet Inc. (Class A)
+31fairmoderate
GOOG
Alphabet Inc. (Class C)
+32fairmoderate
META
Meta Platforms
+30inexpensiveelevated
NFLX
Netflix
+23inexpensivemoderate
TMUS
T-Mobile US
+33inexpensivemoderate
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
1.0%
A bad day (95th %ile)
A rough but not unusual down day.
-2.3%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-20.4%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If communication_services sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-02-04)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-02-04)-8.0 pts
  • If rates state reverses from -0.37 (negative) to +0.37 (positive)-5.8 pts
  • If communication_services sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

No material events in the last 90 days.

11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-05 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.