[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-alphabet-spacex-bet-could-be-worth-100-billion-heres-what-that-means-for-googl-in-2026-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},102323,"Alphabet SpaceX Bet Could Be Worth $100 Billion. Here’s What That Means for GOOGL in 2026","2026-04-21T13:20:00","2026-04-21T03:29:29","\u003Cp>A Bloomberg disclosure revealed this week that Alphabet’s SpaceX stake could be worth roughly $100 billion at IPO. With Q1 2026 earnings arriving April 29, investors may be underestimating how much Alphabet is actually worth. The stock sits near its 52-week high, but the full asset picture suggests the market still hasn’t caught up. \u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-alphabet-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Alphabet Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $337.42\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$557\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$377\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~65%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~11% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> (0.54%) on February 4, 2026\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> (20.42%) on March 30, 2026\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>Alphabet (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&?ref=tikrblog\">\u003Cstrong>GOOGL\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> is trading near its 52-week high, yet many investors think it is still underpriced. Bulls see a business firing on multiple fronts: Cloud accelerating, AI monetization showing up in the numbers, and earnings beats in four of the last five quarters per \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&?ref=tikrblog\">TIKR’s Beats and Misses data\u003C\u002Fa>. Bears point to nearly $180 billion in 2026 capital expenditures, compressing near-term free cash flow and a DOJ antitrust appeal that remains unresolved.\u003C\u002Fp>\n\n\n\n\u003Cp>Then, on April 15, \u003Ca href=\"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-04-15\u002Falphabet-poised-for-100-billion-windfall-on-spacex-investment\">Bloomberg reported\u003C\u002Fa> that Alphabet held a 6.11% stake in SpaceX at the end of 2025. Following SpaceX’s merger with xAI, that stake has likely been diluted to roughly 5%, which would still be worth approximately $100 billion at SpaceX’s $2 trillion target IPO valuation. \u003C\u002Fp>\n\n\n\n\u003Cp>The stock barely moved on the news.\u003C\u002Fp>\n\n\n\n\u003Cp>Alphabet reports Q1 2026 earnings on April 29, and \u003Ca href=\"https:\u002F\u002Fwww.ig.com\u002Fae\u002Fnews-and-trade-ideas\u002Falphabet-q1-2026-earnings-preview-260420\">the company enters earnings season\u003C\u002Fa> with zero sell ratings and Cloud growth expected above 50%. The question investors should be asking is not whether Alphabet is growing. It is whether the market has priced in everything the business is worth.\u003C\u002Fp>\n\n\n\n\u003Cp>On the Q4 2025 earnings call, CEO Sundar Pichai said, “It was a tremendous quarter for Alphabet,” adding that annual revenues exceeded $400 billion for the first time and that Cloud exited the year at an annual run rate of over $70 billion. \u003C\u002Fp>\n\n\n\n\u003Cp>He also disclosed that Alphabet lowered Gemini serving unit costs by 78% over 2025 through model optimizations and efficiency improvements, a number that speaks directly to the margin leverage CapEx critics tend to miss.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1707\" data-public-id=\"images\u002FTIKR.com_Alphabet-Inc.-GOOGL-Drawdowns-1_10235279c40\u002FTIKR.com_Alphabet-Inc.-GOOGL-Drawdowns-1_10235279c40.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1707,c_scale\u002Ff_webp,q_auto\u002Fv1776741928\u002Fimages\u002FTIKR.com_Alphabet-Inc.-GOOGL-Drawdowns-1_10235279c40\u002FTIKR.com_Alphabet-Inc.-GOOGL-Drawdowns-1_10235279c40.webp?_i=AA\" alt=\"\" class=\"wp-post-102323 wp-image-102352\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776741928\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet Drawdowns (TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Alphabet stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-alphabet-undervalued-today\">\u003Cstrong>Is Alphabet Undervalued Today?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The market is treating Alphabet as a search company with an expensive CapEx habit. The fuller picture is more compelling.\u003C\u002Fp>\n\n\n\n\u003Cp>Google Cloud is the clearest growth engine, and the numbers from TIKR’s Segments data tell the story plainly. Cloud revenue grew from $43.2 billion in 2024 to $58.7 billion in 2025, a 35.8% increase. \u003C\u002Fp>\n\n\n\n\u003Cp>More importantly, Cloud’s operating income more than doubled in the same period, from $6.1 billion to $13.9 billion. That is the sign of a business scaling with improving economics, not just growing for growth’s sake. The Cloud backlog stood at $240 billion after a 55% sequential jump in Q4, and Pichai told analysts that demand across the board is “exceptionally strong” and that Alphabet expects to remain supply-constrained throughout 2026.\u003C\u002Fp>\n\n\n\n\u003Cp>The hidden asset picture adds a dimension that the income statement misses entirely. \u003Ca href=\"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F04\u002F07\u002Fgoogle-ceo-pichai-says-ai-shift-opens-opportunities-invest-startups.html\">According to CNBC\u003C\u002Fa>, Alphabet has invested more than $3 billion in Anthropic for an estimated 14% stake, a position that sits outside consensus earnings models entirely. Combined with the potential SpaceX windfall, Alphabet is carrying more unrealized value than its trading multiple reflects.\u003C\u002Fp>\n\n\n\n\u003Cp>The near-term risk is free cash flow compression. Per TIKR’s forward estimates, FCF drops to approximately $22.6 billion in 2026 before recovering to around $49.9 billion in 2027, and $96.3 billion in 2028 as the infrastructure spend cycles through depreciation. \u003C\u002Fp>\n\n\n\n\u003Cp>The DOJ’s antitrust appeal filed in February 2026 adds regulatory uncertainty, with a D.C. Circuit Court decision expected in late 2026 that could reintroduce structural breakup risk. A forced divestiture of Google’s Ad Exchange, known as AdX (Alphabet’s digital advertising marketplace), is the scenario that would most materially change the revenue model.\u003C\u002Fp>\n\n\n\n\u003Cp>On valuation, GOOGL trades at 28.90x NTM P\u002FE and 18.37x NTM EV\u002FEBITDA per \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&?ref=tikrblog\">TIKR\u003C\u002Fa>. The closest direct peer, Meta (META), trades at 22.27x NTM P\u002FE and 12.08x NTM EV\u002FEBITDA. The sector mean NTM P\u002FE across 22 Interactive Media and Services peers sits at roughly 13x, per \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=11311662&?ref=tikrblog\">TIKR’s Competitors data\u003C\u002Fa>. \u003C\u002Fp>\n\n\n\n\u003Cp>Alphabet’s premium reflects Search scale, Cloud velocity, and a net cash position of approximately $59.8 billion per TIKR’s Overview data. Whether that premium holds depends largely on what Cloud growth looks like on April 29.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1707\" data-public-id=\"images\u002FTIKR.com_GOOGL-Alphabet-Inc.-SegmentTotal-Operating-Income-and-Google-Cloud-Operating-Revenue_1023531b77a\u002FTIKR.com_GOOGL-Alphabet-Inc.-SegmentTotal-Operating-Income-and-Google-Cloud-Operating-Revenue_1023531b77a.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1707,c_scale\u002Ff_webp,q_auto\u002Fv1776741947\u002Fimages\u002FTIKR.com_GOOGL-Alphabet-Inc.-SegmentTotal-Operating-Income-and-Google-Cloud-Operating-Revenue_1023531b77a\u002FTIKR.com_GOOGL-Alphabet-Inc.-SegmentTotal-Operating-Income-and-Google-Cloud-Operating-Revenue_1023531b77a.webp?_i=AA\" alt=\"\" class=\"wp-post-102323 wp-image-102353\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776741947\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet Google Cloud Revenue and Operating Income (TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Alphabet performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $337.42 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$557 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~65% \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~11% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2102\" data-public-id=\"images\u002FGOOGL_valuation_model-2_10235484837\u002FGOOGL_valuation_model-2_10235484837.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2102,c_scale\u002Ff_webp,q_auto\u002Fv1776741977\u002Fimages\u002FGOOGL_valuation_model-2_10235484837\u002FGOOGL_valuation_model-2_10235484837.webp?_i=AA\" alt=\"\" class=\"wp-post-102323 wp-image-102354\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776741977\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet Stock Price Target (TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Alphabet stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case models around 13% annual revenue growth through 2030, a step down from the 5-year historical CAGR of 17.2% but reasonable as the revenue base approaches $500 billion. Two drivers underpin it: Google Cloud compounding off a $58.7 billion base with accelerating enterprise AI adoption, and Search sustaining advertiser pricing through AI-enhanced targeting.\u003C\u002Fp>\n\n\n\n\u003Cp>The margin driver is Cloud operating leverage, with net income margins expanding toward around 33% in the mid-case. The primary risk is sustained FCF compression if the CapEx cycle does not generate commensurate returns.\u003C\u002Fp>\n\n\n\n\u003Cp>The upside case: Cloud sustains high growth, SpaceX and Anthropic positions crystallize near current valuations, and the DOJ appeal resolves without structural divestiture. The TIKR high case implies roughly $1,240 by 12\u002F31\u002F30, a return of around 268%. The downside case: CapEx overshoots and AdX is divested. The TIKR low case still implies roughly $694, which is around a 9% annualized return from today’s price.\u003C\u002Fp>\n\n\n\n\u003Cp>The Street breaks down to 49 Buys, 11 Outperforms, and 7 Holds, with no Underperforms or Sells, per TIKR Street Targets as of April 20, 2026. The mean Street target is ~$377. TIKR’s mid-case at ~$557 reflects the full horizon to 12\u002F31\u002F30.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Watch Google Cloud revenue growth at Q1 2026 earnings on April 29. If Cloud delivers at or above the ~50% growth rate consensus expects, the CapEx fear narrative that drove the March sell-off loses its main justification. Alphabet is a $402.8 billion revenue business with a $240 billion Cloud backlog, a potential $100 billion SpaceX windfall, and no sell ratings on the Street, trading at a mid-case model target roughly 65% above today’s price.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-alphabet\">Should You Invest in Alphabet?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>Alphabet\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Alphabet\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Alphabet on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1276,"en","\u002Fblog\u002Falphabet-spacex-bet-could-be-worth-100-billion-heres-what-that-means-for-googl-in-2026","alphabet-spacex-bet-could-be-worth-100-billion-heres-what-that-means-for-googl-in-2026","images\u002F10-3_1023195d02c\u002F10-3_1023195d02c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776737030\u002Fimages\u002F10-3_1023195d02c\u002F10-3_1023195d02c.png?_i=AA",{"altText":237,"imageCredit":238},"Alphabet SpaceX Bet Could Be Worth $100 Billion. Here’s What That Means for GOOGL in 2026","@AS Photography from Pexels via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"A Bloomberg disclosure revealed this week that Alphabet’s SpaceX stake could be worth roughly $100 billion at IPO. With Q1 2026 earnings arriving April 29, investors may be underestimating how much Alphabet is actually worth. The stock sits near its 52-week high, but the full asset picture suggests the market still hasn’t caught up.",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"A Bloomberg disclosure revealed this week that Alphabet’s SpaceX stake could be worth roughly $100 billion at IPO. With Q1 2026 earnings arriving April 29, investors may be underestimating how much Alphabet is actually worth. The stock sits near its 52-week high, but the full asset picture suggests the market still hasn’t caught up.","TIKR.com","Est. reading time","7 minutes",1200,630,[267,282,297,312,327],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"Carnival Corporation Just Ordered 3 New Ships Through 2039. Here's What That Signals for CCL Stock by 2030","2026-04-21 13:10:00","Carnival Corporation just placed orders for three ships delivering through 2039, even as CCL sits nearly 15% below its January high. Management is betting on long-term demand. Here's what the TIKR model says about where the stock could go by 2030. ",1115,"\u002Fblog\u002Fcarnival-corporation-just-ordered-3-new-ships-through-2039-heres-what-that-signals-for-ccl-stock-by-2030","carnival-corporation-just-ordered-3-new-ships-through-2039-heres-what-that-signals-for-ccl-stock-by-2030","images\u002F9-3_102318c77b9\u002F9-3_102318c77b9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776737020\u002Fimages\u002F9-3_102318c77b9\u002F9-3_102318c77b9.png?_i=AA",{"altText":268},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"BlackRock Has Fallen 14% From Its Peak. The Q1 Earnings Just Proved the Bears Wrong","2026-04-21 13:00:00","BlackRock entered 2026 under a cloud of private credit fears. Its Q1 earnings answered the bears directly. Here's what the data says about where BLK goes next.\n",1133,"\u002Fblog\u002Fblackrock-has-fallen-14-from-its-peak-the-q1-earnings-just-proved-the-bears-wrong","blackrock-has-fallen-14-from-its-peak-the-q1-earnings-just-proved-the-bears-wrong","images\u002F8-3_1023177eacb\u002F8-3_1023177eacb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776737011\u002Fimages\u002F8-3_1023177eacb\u002F8-3_1023177eacb.png?_i=AA",{"altText":283},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":293},[],[295],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":304,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"UPS Stock Has Lost 39% in 5 Years. With Q1 Earnings Days Away, Is Now the Time to Buy?","2026-04-21 12:50:00","UPS is days away from its most consequential earnings report in years, still trading near multi-year lows after losing 39% over five years. The Amazon glide-down is weeks from completion, a nationwide RFID rollout just launched, and CEO Carol Tomé has called June 2026 the inflection point. April 28 is the first hard test of whether she's right.",1357,"\u002Fblog\u002Fups-stock-has-lost-39-in-5-years-with-q1-earnings-days-away-is-now-the-time-to-buy","ups-stock-has-lost-39-in-5-years-with-q1-earnings-days-away-is-now-the-time-to-buy","images\u002F7-4_1023163cde6\u002F7-4_1023163cde6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776737005\u002Fimages\u002F7-4_1023163cde6\u002F7-4_1023163cde6.png?_i=AA",{"altText":298},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":308},[],[310],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":324,"relatedPosts":326},"ExxonMobil Has Pulled Back 16% From Its All-Time High. Is It Finally a Buy?","2026-04-21 12:40:00","ExxonMobil hit an all-time high of $176.41 in late March as the Strait of Hormuz crisis sent crude surging. A brief ceasefire announcement then sent oil plunging more than 9%, pulling XOM down to $147.68. Here's whether the pullback is a buying opportunity or a warning sign. \n",1348,"\u002Fblog\u002Fexxonmobil-has-pulled-back-16-from-its-all-time-high-is-it-finally-a-buy","exxonmobil-has-pulled-back-16-from-its-all-time-high-is-it-finally-a-buy","images\u002F6-4_1023150168a\u002F6-4_1023150168a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776736994\u002Fimages\u002F6-4_1023150168a\u002F6-4_1023150168a.png?_i=AA",{"altText":313},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":323},[],[325],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":328,"date":329,"excerpt":330,"wordCount":331,"uri":332,"slug":333,"cloudinaryAssetId":334,"featuredImageOriginalUrl":335,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"Tim Cook Is Stepping Down as Apple CEO. Here's Why the Stock Still Has Upside in 2026","2026-04-21 12:30:00","Apple just confirmed one of the most consequential leadership changes in corporate history: Tim Cook is stepping down as CEO. For investors sitting at $273, the real question is whether the transition is a reason to buy, hold, or worry. ",1267,"\u002Fblog\u002Ftim-cook-is-stepping-down-as-apple-ceo-heres-why-the-stock-still-has-upside-in-2026","tim-cook-is-stepping-down-as-apple-ceo-heres-why-the-stock-still-has-upside-in-2026","images\u002F5-4_1023140116e\u002F5-4_1023140116e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776736983\u002Fimages\u002F5-4_1023140116e\u002F5-4_1023140116e.png?_i=AA",{"altText":328},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":338},[],[340],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[343,363,377,391,406,420,437,451,465,480,495,514,530,545],{"id":255,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"From $11 to $20 Per Ton: What Vulcan Materials Investor Day Revealed for 2026","2026-04-21 13:20:00","VMC hit its $11-$12\u002Fton target on 33 million fewer tons than planned. Now it is targeting $20. The miss is not the story.",1686,"\u002Fblog\u002Ffrom-11-to-20-per-ton-what-vulcan-materials-investor-day-revealed-for-2026","from-11-to-20-per-ton-what-vulcan-materials-investor-day-revealed-for-2026","images\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776734016\u002Fimages\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae\u002FFEATURED-IMAGE-MAKER-367_102309ad7ae.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},"Gian Estrada","giantikr",[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":364,"date":299,"excerpt":365,"wordCount":366,"uri":367,"slug":368,"cloudinaryAssetId":369,"featuredImageOriginalUrl":370,"featuredImageMetadata":371,"author":372,"categories":374,"relatedPosts":376},"Honeywell Stock Is at a Trough Multiple Ahead of Its Biggest Decade Re-Rating","A record $37 billion backlog and a Pentagon defense deal push HON stock toward a $322 mid-case target ahead of the Aerospace spin.\n",1709,"\u002Fblog\u002Fhoneywell-stock-is-at-a-trough-multiple-ahead-of-its-biggest-decade-re-rating","honeywell-stock-is-at-a-trough-multiple-ahead-of-its-biggest-decade-re-rating","images\u002FFEATURED-IMAGE-MAKER-362_10225401718\u002FFEATURED-IMAGE-MAKER-362_10225401718","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776673740\u002Fimages\u002FFEATURED-IMAGE-MAKER-362_10225401718\u002FFEATURED-IMAGE-MAKER-362_10225401718.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":373},[],[375],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":378,"date":314,"excerpt":379,"wordCount":380,"uri":381,"slug":382,"cloudinaryAssetId":383,"featuredImageOriginalUrl":384,"featuredImageMetadata":385,"author":386,"categories":388,"relatedPosts":390},"Humana Stock Could Return 250% if the Medicare Advantage Recovery Delivers","CMS finalized a 5% Medicare payment boost. Now Humana faces Q1 earnings on April 29, and the benefit ratio tells the whole story.",1472,"\u002Fblog\u002Fhumana-stock-could-return-250-if-the-medicare-advantage-recovery-delivers","humana-stock-could-return-250-if-the-medicare-advantage-recovery-delivers","images\u002FFEATURED-IMAGE-MAKER-360_102231b06f7\u002FFEATURED-IMAGE-MAKER-360_102231b06f7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776666014\u002Fimages\u002FFEATURED-IMAGE-MAKER-360_102231b06f7\u002FFEATURED-IMAGE-MAKER-360_102231b06f7.png?_i=AA",{"altText":378},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":387},[],[389],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":392,"date":314,"excerpt":393,"wordCount":394,"uri":395,"slug":396,"cloudinaryAssetId":397,"featuredImageOriginalUrl":398,"featuredImageMetadata":399,"author":401,"categories":403,"relatedPosts":405},"Novo Deal, Eucalyptus Acquisition, FDA Peptides: Three Catalysts Reshaping Hims & Hers in 2026","The Novo deal ended the legal risk. The Eucalyptus acquisition opens Australia and Japan. The real question is whether Q1 earnings confirm the pivot.\n",1407,"\u002Fblog\u002Fnovo-deal-eucalyptus-acquisition-fda-peptides-three-catalysts-reshaping-hims-hers-in-2026","novo-deal-eucalyptus-acquisition-fda-peptides-three-catalysts-reshaping-hims-hers-in-2026","images\u002FFEATURED-IMAGE-MAKER-361_1022461b4ed\u002FFEATURED-IMAGE-MAKER-361_1022461b4ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776672879\u002Fimages\u002FFEATURED-IMAGE-MAKER-361_1022461b4ed\u002FFEATURED-IMAGE-MAKER-361_1022461b4ed.png?_i=AA",{"altText":400},"Novo Deal, Eucalyptus Acquisition, FDA Peptides: Three Catalysts Reshaping Hims & Hers in 2026",{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":402},[],[404],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":407,"date":329,"excerpt":408,"wordCount":409,"uri":410,"slug":411,"cloudinaryAssetId":412,"featuredImageOriginalUrl":413,"featuredImageMetadata":414,"author":415,"categories":417,"relatedPosts":419},"From $145 to $244 in a Year: Can Marathon Petroleum Stock Sustain Its Refining Advantage?","Marathon Petroleum trades at 10x forward earnings on a year when EPS is expected to nearly double. Something doesn't add up.",1578,"\u002Fblog\u002Ffrom-145-to-244-in-a-year-can-marathon-petroleum-stock-sustain-its-refining-advantage","from-145-to-244-in-a-year-can-marathon-petroleum-stock-sustain-its-refining-advantage","images\u002FFEATURED-IMAGE-MAKER-358_102214df16b\u002FFEATURED-IMAGE-MAKER-358_102214df16b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776663396\u002Fimages\u002FFEATURED-IMAGE-MAKER-358_102214df16b\u002FFEATURED-IMAGE-MAKER-358_102214df16b.png?_i=AA",{"altText":407},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":416},[],[418],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":421,"date":284,"excerpt":422,"wordCount":423,"uri":424,"slug":425,"cloudinaryAssetId":426,"featuredImageOriginalUrl":427,"featuredImageMetadata":428,"author":429,"categories":431,"relatedPosts":436},"Raymond James Financial Stock Holds 20% Margin Target as Capital Markets Revenue Falls to $380M","Raymond James held its 20% margin target in Q1, but Capital Markets fell hard. The question is whether the pipeline turns into revenue.",1318,"\u002Fblog\u002Fraymond-james-financial-stock-holds-20-margin-target-as-capital-markets-revenue-falls-to-380m","raymond-james-financial-stock-holds-20-margin-target-as-capital-markets-revenue-falls-to-380m","images\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776675649\u002Fimages\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a\u002FFEATURED-IMAGE-MAKER-363_1022597fe1a.png?_i=AA",{"altText":421},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":430},[],[432],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":438,"date":284,"excerpt":439,"wordCount":440,"uri":441,"slug":442,"cloudinaryAssetId":443,"featuredImageOriginalUrl":444,"featuredImageMetadata":445,"author":446,"categories":448,"relatedPosts":450},"GE HealthCare Stock Beats Q4 Estimates as Record Backlog Hits $21.8 Billion","Nine major product launches, a $21.8B backlog, and 36% model upside. GE HealthCare stock is pricing in a trough. Is that right?",1180,"\u002Fblog\u002Fge-healthcare-stock-beats-q4-estimates-as-record-backlog-hits-21-8-billion","ge-healthcare-stock-beats-q4-estimates-as-record-backlog-hits-21-8-billion","images\u002FFEATURED-IMAGE-MAKER-366_1023023c67e\u002FFEATURED-IMAGE-MAKER-366_1023023c67e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776732671\u002Fimages\u002FFEATURED-IMAGE-MAKER-366_1023023c67e\u002FFEATURED-IMAGE-MAKER-366_1023023c67e.png?_i=AA",{"altText":438},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":447},[],[449],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":452,"date":284,"excerpt":453,"wordCount":454,"uri":455,"slug":456,"cloudinaryAssetId":457,"featuredImageOriginalUrl":458,"featuredImageMetadata":459,"author":460,"categories":462,"relatedPosts":464},"Deere Stock Beats Q1 as Construction Orders Hit Highest Level Since 2024","Deere's Q1 was better than expected. The TIKR model shows ~28% upside from here. But one segment's margins are still under serious pressure.",1189,"\u002Fblog\u002Fdeere-stock-beats-q1-as-construction-orders-hit-highest-level-since-2024","deere-stock-beats-q1-as-construction-orders-hit-highest-level-since-2024","images\u002FFEATURED-IMAGE-MAKER-365_1022989aeac\u002FFEATURED-IMAGE-MAKER-365_1022989aeac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776729446\u002Fimages\u002FFEATURED-IMAGE-MAKER-365_1022989aeac\u002FFEATURED-IMAGE-MAKER-365_1022989aeac.png?_i=AA",{"altText":452},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":461},[],[463],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":466,"date":467,"excerpt":468,"wordCount":469,"uri":470,"slug":471,"cloudinaryAssetId":472,"featuredImageOriginalUrl":473,"featuredImageMetadata":474,"author":475,"categories":477,"relatedPosts":479},"Zillow Group Stock Hits Full-Year GAAP Profitability as Rentals Accelerates","2026-04-20 19:40:00","Zillow hit GAAP profitability and guided $700M for Q1 2026. The question is how much of the thesis needs housing to recover.",1262,"\u002Fblog\u002Fzillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","zillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","images\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776661880\u002Fimages\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673.png?_i=AA",{"altText":466},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":476},[],[478],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":481,"date":482,"excerpt":483,"wordCount":484,"uri":485,"slug":486,"cloudinaryAssetId":487,"featuredImageOriginalUrl":488,"featuredImageMetadata":489,"author":490,"categories":492,"relatedPosts":494},"CBRE Group Posts Record Q4 Revenue and Core EPS in Strong 2025 Finish","2026-04-20 19:20:00","CBRE posted record Q4 revenue and 18% EPS growth, but the real debate is whether data center momentum holds into 2026.",1190,"\u002Fblog\u002Fcbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","cbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","images\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776660491\u002Fimages\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b.png?_i=AA",{"altText":481},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":491},[],[493],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":496,"date":497,"excerpt":243,"wordCount":498,"uri":499,"slug":500,"cloudinaryAssetId":501,"featuredImageOriginalUrl":502,"featuredImageMetadata":503,"author":504,"categories":508,"relatedPosts":513},"Jeffrey Gendell: From a 91.5% Drawdown to a 100-Bagger","2026-04-21 12:01:34",521,"\u002Fblog\u002Fjeffrey-gendell","jeffrey-gendell","images\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776772825\u002Fimages\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return.png?_i=AA",{"altText":496},{"name":505,"slug":506,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":507},"Sahil Khetpal","sahil",[],[509],{"name":510,"slug":511,"uri":512,"description":243,"postsCount":255},"Top Investors","top-investors","\u002Fblog\u002Fcategory\u002Ftop-investors",[],{"id":255,"title":515,"date":516,"excerpt":517,"wordCount":518,"uri":519,"slug":520,"cloudinaryAssetId":521,"featuredImageOriginalUrl":522,"featuredImageMetadata":523,"author":524,"categories":526,"relatedPosts":529},"Block Raises 2026 AOI Guidance to $3.2 Billion After Strongest NVA Year on Record","2026-04-20 16:00:00","Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.",1254,"\u002Fblog\u002Fblock-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","images\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776522160\u002Fimages\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3.png?_i=AA",{"altText":515},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":525},[],[527],{"name":76,"slug":75,"uri":528,"description":243,"postsCount":255},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":255,"title":531,"date":532,"excerpt":533,"wordCount":534,"uri":535,"slug":536,"cloudinaryAssetId":537,"featuredImageOriginalUrl":538,"featuredImageMetadata":539,"author":540,"categories":542,"relatedPosts":544},"Amer Sports Stock Delivers 27% Revenue Growth as Salomon Crosses $2 Billion in Sales","2026-04-19 12:40:00","Amer Sports grew 27% in 2025 with three brand engines firing. The question is whether the margin investment in Salomon is temporary or structural.",1247,"\u002Fblog\u002Famer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","amer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","images\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776566743\u002Fimages\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9.png?_i=AA",{"altText":531},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":541},[],[543],{"name":76,"slug":75,"uri":528,"description":243,"postsCount":255},[],{"id":255,"title":546,"date":547,"excerpt":548,"wordCount":549,"uri":550,"slug":551,"cloudinaryAssetId":552,"featuredImageOriginalUrl":553,"featuredImageMetadata":554,"author":555,"categories":557,"relatedPosts":559},"Helios Technologies Q4 2025: EPS Up 145%, Dividend Raised for the First Time Ever","2026-04-18 15:00:00","Helios Technologies returned to revenue growth for the first time in three years. Whether the momentum holds through 2026 is a harder question.",1307,"\u002Fblog\u002Fhelios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","helios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","images\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776497160\u002Fimages\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e.png?_i=AA",{"altText":546},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":556},[],[558],{"name":76,"slug":75,"uri":528,"description":243,"postsCount":255},[]]