$GOOGL · Stock Moe · 2026-11-08

We are discussing in depth about Google, also known as Alphabet. Is this the best stock to buy right now? It's available at a discount now, you can tell.

I know many people are watching this. Their maximum target price per share is $500. At the time this video was made, it cost only $284.

This is an incredible opportunity, if you believe they can turn things around. I also believe that they will turn around. You can see what's happening. The price is now $285. Its highest price was $408. It has decreased by 30%.

Shares of one of the world's leading companies for search have been revised up by 30%.

They have ads, they have YouTube, they have Gemini. This company has everything you need. Google has so much going on that if you go back a little bit and say, "Hey, even at $400, people loved it.

They loved it." People were getting drunk. And now it's 30% off, and they're like, "Ah, what else can I say." Well, you liked it even for $400. Don't like it at $285?

Record revenue, record operating income. Do you understand me? You have a company that is already one of the best in the world, and they are now reporting record revenue and record operating income.

They have revenue of $127 billion, operating income of $40 billion, up 30% from last year, and Google Cloud has seen a 103 % increase. Which has gone from 15 billion to 30 billion in one year.

Well, 12%, 63.4 billion in Google searches. This is growth. This growth is not bad. The highest in the last 5 years. This trend continues. Revenue has doubled, profits have tripled.

Well, 3.1x growth in cloud revenue, from 3.6 billion to 11.1 billion in 12 months. Cloud revenue growth from $3.6 billion to $11 billion in 12 months. This company is incredible.

Cloud operating margin has increased to 36.2% from 23.7% a year ago. You can see the cloud is growing. 11 billion, 30 billion, 3 billion, 15 billion. They are putting it together in a fat stack style.

Well, the remaining performance obligation. They have already signed contracts worth 561 billion. Google Cloud backlog as of September 30, 2026. Another 47 billion was added in one quarter.

At a Q3 run rate, this is 4.6 times the year's cloud sales. This is really great. This is a huge backlog.

Google has been dealt a blow, right? So, for those of you watching, you can see that we have a 30% price drop. Huge price drop.

And I know many people believe this. You can see the volume. I see the selling volume decrease to the lowest level here, and that's when I like to buy because it usually tells me when the bulls will be active again. And that's why I like it.

Now, if you start to break the lowest level, and I'm being clear, there's always the possibility that the price could go lower, but that's what I see right here. If we get down to roughly, and this is roughly, 280, let's say.

If a candle ends below 280, I think the price will drop another 5%. But now, what are you looking at? We are seeing a consolidation and it is moving north of that line, which is good.

This does n't mean it's impossible for prices to go down, but it's good. But if it breaks 280, that's when you realize that there's probably going to be more selling pressure, which I talked about a little bit earlier.

Then, Google is also winning the AI competition. 1 billion Gemini app users. I use it. I know my wife uses it, I know the kids use it, everyone uses it. 32 billion tokens per minute.

The use of first-party APIs has more than quadrupled compared to a year ago. They are using them rapidly. TPU's own AI chip. They have their own AI. I repeat, their own AI chip.

Strong demand from a variety of customers. It's huge. 150 million YouTube subscribers. Music and Premium, including trials. They have so many customers who subscribe with money.

Out of 58 analysts, 53 are saying buy. No one is asking to sell. Not one person said anything, you know? This company is not good for sale. They are forcing everyone to either hold or buy. 91% rated it a buy.

So, I'm not just bringing you my beliefs, I'm telling you what these people are saying.

Big companies are saying how much Google is worth right now. And these are the dates when they published it. We will say that all of this happened in the last 2 weeks.

Google's price forecast [ __ ] outperforms 425, target 49 % upside. These are 12-month targets. And when you look at the 12-month targets, you'll see that the worst one is Bernstein's 325. 14% increase.

I will take 14%. Are you kidding me? And see what the rest of them have. So, if we go to the middle ground here, you should think about a 30% increase. A little more if you go to the middle position.

Okay? So, I like what big companies are doing with their price forecasts. I like it. Even the lowest target is higher than today. I told you before, prices will increase even at the lowest target.

Wall Street's highest target is 500, a 76% increase. The old all-time high was 43%. And 400 average from 58 analysts. They have an average and that brings us to 41%. Even Wall Street's lowest target is signaling an upward move.

So, with the price where it is right now, when Alphabet stock takes such a big plunge, this kind of growth makes it one of the best stocks to buy right now.

Now, the only way this won't happen is if this growth turns into a recession. And do you really believe that, if you followed my channel and I showed you the data they gave you, you would see that all these companies increased their spending.

And they are being punished, but they are not stopped because the winner of AI will win the next 20 to 40 years. So, they ca n't stop. They know that people will punish them in the short term, but future revenues and growth will make up for it.

So, they get punished for how they get there, but once they get there, they will be rewarded. And that's how I see it.

Now, we go deeper into it and say, "Well, then why did the price go down? I do n't really understand." Capital expenditure (CapEx) 51.4 billion. This is one quarter's capital expenditure.

Free cash flow has become negative. This can't be happening, right? Not in the long term, but maybe in the short term. 9.1 billion in the third quarter. Earnings per share of $2.12 failed to meet the target.

Investments worth $8.7 billion have suffered losses. There were no buybacks in the third quarter. New stocks and bonds have been issued.

I believe that as the stock price falls, so will the buybacks. They wo n't let it get too low. This spending has doubled cloud spending to $30 billion. That's the answer. And they are constantly growing their cloud.

So, they are investing in the future and in my humble opinion, they will reap the rewards.

Okay. And of course, you have $265 billion in cash and marketable securities, as well as a $561 billion signed cloud backlog. Wow. I'm telling you. This is why I think this is one of the best stocks to buy now.