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GOOG · NASDAQ · STOCK

Alphabet (GOOG) Stock Analysis

Communication Services Updated September 17, 2026
$339.86
52W $236.69 – $404.47
60/100
$4.14T
17.0
1.22
AI Committee Verdict
Buy
60/100
Conviction: Contested · 50% agreement · 4 analysts
+2.6%
-7.7%
0.33:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is GOOG Bullish or Bearish?

Bullish. Innellis AI committee rates Alphabet Inc. (Class C) (GOOG) Buy with a composite score of 60/100 , based on 4 analysts with 50% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.39 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.61 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • 2 consecutive earnings misses -- execution concerns — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 36%
of 55 Communication Services peers
Growth Analyst neutral
52 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 2 consecutive earnings misses -- execution concerns
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score weakened from 64.7 to 59.6.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 64->52 (-11).
  • Risk Analyst abstained (was bullish at 80).
  • Value Analyst abstained (was neutral at 59).

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
55.6
Neutral
MACD Histogram
0.947
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$314.91
Resistance
$350.10
Bollinger %B
0.67
Inside Bands
Price vs Moving Averages
EMA 9
$337.69 Above
EMA 21
$339.05 Above
EMA 50
$343.58 Below
EMA 200
$325.49 Above

Fundamental Analysis

Valuation
72
Growth
74
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 17.0×
P/B Ratio 6.48×
PEG Ratio 0.15
Dividend Yield 0.25%
52W High $404.47
52W Low $236.69
Quality & Growth
ROE 3182.8%
ROA 2220.3%
Gross Margin 6089.7%
Operating Margin 3314.8%
Revenue Growth YoY
Debt / Equity 0.18
AI Fundamental Assessment
P/E ratio of 17.0 (inexpensive relative to a 15-40x range); Price-to-book of 6.5x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 31.8%; Return on assets of 22.2%; Net margin of 54.8%; Gross margin of 60.9%; Current ratio of 2.72 (healthy short-term liquidity); Debt-to-equity of 0.18; Free cash flow per share is positive (4.38); Most recent quarter missed estimates by 4.4%; 2 consecutive earnings misses; EPS growth accelerating (-7.1% -> +8.8% QoQ); Average YoY EPS growth of 23.4%; Analyst estimates rising over recent quarters
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