GOOG Alphabet Inc.

GOOG Alphabet Inc.

Communication Services · Internet Content & Information

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $338.10 · VWAP $329.93 · -3.8% vs 12m avg buyer

basing vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster VP, Director sold $176.9K, Jul 29–30

Coverage

1 related campaign

Watchlists @thebuildout-ai-data-center-operators-neoclouds@thebuildout-autonomous-vehicles-self-driving@thebuildout-custom-ai-silicon-hyperscaler-asics@thebuildout-humanoid-robots-embodied-ai@thebuildout-nuclear-energy-data-centers@thebuildout-space-data-centers-orbital-compute

GOOG Price Structure

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Peers

Every watchlist GOOG belongs to, members best 30-day change first — GOOG highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-space-data-centers-orbital-compute
View watchlist →
IBM+8.9% +0.6%1d +9.2%7d SPCX-0.6% +1.9%1d +1.0%7d MCHP-2.0% -0.6%1d +0.3%7d GOOG-5.3% -1.1%1d -5.8%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d
@thebuildout-humanoid-robots-embodied-ai
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TXN+4.4% +1.9%1d +3.0%7d TM+3.4% -0.7%1d +1.1%7d NXPI-0.2% -1.2%1d +2.4%7d TSLA-2.1% -0.6%1d +4.9%7d RRX-3.0% -0.5%1d -4.0%7d CGNX-4.5% +1.7%1d +2.9%7d GOOG-5.3% -1.1%1d -5.8%7d NVDA-6.5% -0.6%1d -1.5%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d STM-16.1% -0.2%1d -3.0%7d IFNNY-18.7% -2.2%1d -7.0%7d
@thebuildout-nuclear-energy-data-centers
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TLN+9.2% -1.1%1d -7.6%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AMZN-0.5% -0.9%1d -0.8%7d CEG-4.0% -0.7%1d -6.6%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BWXT-10.3% -0.1%1d -7.2%7d CCJ-13.4% -0.4%1d -3.6%7d META-13.6% -1.0%1d -9.4%7d GEV-14.4% -1.5%1d -11.5%7d
@thebuildout-ai-data-center-operators-neoclouds
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MSFT+4.8% +0.7%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d IRM-4.5% -0.6%1d -2.3%7d DLR-5.0% +0.8%1d -2.0%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BABA-10.1% -2.1%1d -8.7%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d BIDU-14.0% -1.0%1d -3.7%7d SKM-14.6% -0.7%1d -4.2%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d CRWV-37.6% -2.5%1d -11.7%7d HUT-40.2% -4.3%1d -9.6%7d CBRS-46.0% +1.7%1d -12.9%7d IREN-47.1% -2.4%1d -7.7%7d
@thebuildout-autonomous-vehicles-self-driving
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TXN+4.4% +1.9%1d +3.0%7d ADI+1.5% +1.4%1d -1.1%7d MGA+0.4% -1.2%1d -3.1%7d NXPI-0.2% -1.2%1d +2.4%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d ON-2.5% -1.3%1d +0.3%7d LI-2.6% -0.7%1d +0.4%7d UBER-3.9% -3.4%1d -5.2%7d GOOG-5.3% -1.1%1d -5.8%7d APTV-5.5% -2.6%1d -4.8%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d GM-9.4% -1.7%1d -9.6%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d BIDU-14.0% -1.0%1d -3.7%7d STM-16.1% -0.2%1d -3.0%7d IFNNY-18.7% -2.2%1d -7.0%7d AUR-23.9% -1.0%1d -1.0%7d INTC-29.1% +1.7%1d -3.2%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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MSFT+4.8% +0.7%1d -0.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d GOOG-5.3% -1.1%1d -5.8%7d TSM-6.3% +1.5%1d +1.4%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d META-13.6% -1.0%1d -9.4%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 11 sell n/a Profit target -6.7% complete

Next earnings GOOG reports in 5 days Oct 28

Last report Jul 23

Reported the quarter ending 2026-06-30: revenue $119.80B, diluted EPS $9.11, net income $112.19B (SEC filing). Across the print the stock moved -6.7% (close before → first close after).

full note →

Against street estimates

How GOOG's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Oct 23

Result
Jul 22 2.912.85 GAAP ≠ -2.1%Miss
Apr 29 2.632.76 GAAP ≠ +5.0%Beat
Feb 4 2.642.82+6.8%Beat
Oct 29 '25 2.262.87+26.9%Beat
Jul 23 '25 2.202.31+5.1%Beat
Apr 24 '25 2.012.81+39.8%Beat
Feb 4 '25 2.132.15+1.2%In line
Oct 29 '24 1.852.12+14.7%Beat

Recent news

Headlines about GOOG from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 10 days ago · Oct 13

GOOG research tape

45 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-19 scan Monster Scan — 2026-10-15 scan Monster Scan — 2026-10-14 scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12
Types
Oct 19 Scan Monster Scan
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Oct 15 Scan Monster Scan
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Oct 14 Scan Monster Scan
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Oct 13 Scan Monster Scan
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Oct 12 Scan Monster Scan
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Oct 2 Scan Monster Scan
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Sep 30 Scan Monster Scan
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Sep 3 Scan Monster Scan
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Aug 31 Scan Monster Scan
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Jul 23 Catalyst GOOG earnings
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Jul 22 Catalyst GOOG earnings
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Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
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Mar 12 Scan Monster Scan
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