Seeking Alpha
29 Oct 2026, 15:33 UTC · 2h ago
Alphabet: Why AI Won't Kill Search And Where The Chart Says To Buy
Impact · against what's priced in
The article provides no new catalyst for GOOGL, as the reported Q3 misses and Cloud growth were already reflected in the recent 11% price correction. The author's bullish stance on AI infrastructure and valuation aligns with the upside potential the market is currently refusing to pay for, but offers no new data to bridge that gap.
- GOOGL−0.10
Already priced in
- The price assumes
Search advertising revenue growing near the current 13.4% pace
The article confirms the 'disappointing search ad revenue' and the resulting 11% plunge, which is already accounted for in the current lower price baseline.
What GOOGL's price assumes · Sep 2
