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Author: tecmo ⎊  😊 😞
Number: of 203 
Subject: Earnings
Date: 10/29/2024 4:08 PM
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No. of Recommendations: 9
Forecasted EPS Range is $1.64 to $1.98 per share with the average at $1.84. For what its worth I am using $1.91 as my estimate. Revenue $85B to $87B, my estimate is $85.13B, based on 11% growth.

EPS: $2.12 vs. $1.55 (Year ago)
Revenue : $88.27B vs $76.69B (Year ago)

A nice quarter! Will post some thoughts on forward valuation a bit later.

tecmo
...

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Author: tecmo ⎊  😊 😞
Number: of 203 
Subject: Re: Earnings
Date: 10/30/2024 9:24 AM
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No. of Recommendations: 11
Valuation Thoughts

Looking ahead to the end of next year (or early in 2026 after Q4 Earnings)

Current: 
-------
Revenue: $340B [6.2x]
EPS    : $7.55 [23]
Shares : $170 / share ($180 after hours)


Future:
-------
Revenue: $377B (TTM) [6.2x]
EPS    : $9.95 / share [23x]
Shares : $192 - $233

Using the midpoint I get a forecast of $213 / share. Its not unheard of for multiples to be much higher (30x EPS and 8x Revenue) - the lower range would be (19x and 5x) so more potential upside than down based on history.

I was able to add to my position recently (in the low $150s) - and my daughter purchased her first set of GOOG shares as well. Confidence is high right now.

tecmo
...





 
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