Ackman Fully Disposes of Alphabet Shares Amid AI Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: NASDAQ.COM
- Investment Moves: Ackman has completely disposed of his Alphabet shares held since 2023, while Berkshire Hathaway has made it its fifth-largest marketable equity position, indicating strong confidence in the company.
- AI-Driven Growth: Alphabet is demonstrating robust AI momentum across multiple business segments, with Google Cloud revenue growth accelerating to 63% and operating margins expanding to 33%, showcasing its success in the AI value chain.
- Financial Performance: Despite Alphabet's projected spending of up to $190 billion this year, strong performance in its advertising and cloud computing segments has led the market to accept this expenditure level, pushing shares to trade at 27 times forward earnings expectations.
- Market Competition: Ackman redirected funds from selling Alphabet into Microsoft, believing its current valuation offers better opportunities, even as he acknowledges Alphabet's growth potential, reflecting differing market perspectives on both companies.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 379.380
Low
255.00
Averages
336.08
High
400.00
Current: 379.380
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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