Seeking Alpha
05 Nov 2026, 13:49 UTC · 4h ago
Alphabet: Cheapest Hyperscaler By A Margin
Impact · against what's priced in
The article's reports of explosive Cloud growth and TPU potential provide a catalyst for Alphabet by validating growth levels the market currently refuses to price in. However, the valuation discount noted by the author is already reflected in the stock's current position at the bottom of analyst targets.
- GOOGL+0.50
Challenges what's priced in
- The price assumes
Cloud growth sustaining at or above 40%
The market currently declines to pay for Cloud growth above 40%, yet the article reports actual growth of 103% to $30.7B, significantly exceeding the current price's ceiling.
What GOOGL's price assumes · Sep 2
