The Motley Fool
23 Sept 2026, 09:19 UTC · 7h ago
Verdict
Headline takes no side. We score GOOGL +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 85% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Google Cloud ended the second quarter with a $514 billion order backlog.
Priced inanalysis of Q2 results reported earlier
So whatWith Q2 revenue at $24.8B, this backlog represents over 20 quarters of current run-rate demand.
More positive than 99% of claims this week
Google Cloud second-quarter revenue surged 82% to $24.8 billion.
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Scored by the NIS engine · methodology.
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Priced inanalysis of Q2 results reported earlier
So whatThis growth rate significantly exceeds the 17% increase seen in the Search business.
More positive than 92% of claims this week
Google Search delivered record revenue of $63.3 billion in the second quarter of 2026.
Priced inanalysis of Q2 results reported earlier
So whatSearch now accounts for roughly 71% of the combined Search and Cloud quarterly revenue.
More positive than 85% of claims this week
SpaceX is trading at a price-to-sales ratio of 91 with $23 billion in revenue over the last four quarters.
Priced inanalysis of previous trading data
So whatA 91x P/S multiple leaves the stock highly vulnerable to any miss in upcoming revenue guidance.
More negative than 87% of claims this week
Which stocks this story touches
More positive than 85% of ticker scores this week
The author views the company as a better buy due to record search revenue, rapid cloud growth, and a reasonable valuation.
More negative than 82% of ticker scores this week
The author warns of further downside due to a 'ludicrous' price-to-sales ratio and recommends investing elsewhere.
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2h ago
−3.5%
Price is moving against the score
$338.88 vs $351.16 close before publication (Sep 22) · not market-adjusted
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