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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: tecmo ⎊☼  😊 😞
Number: of 442 
Subject: Re: Q1 25 Results
Date: 04/28/25 9:47 AM
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No. of Recommendations: 7
Here are some numbers on a valuation model I sometimes use

              Actual     Model
EPS            $2.81      $2.06
EPS (TTM)      $8.22      $8.97

Revenue        $90.2B    $87.9B
Revenue (TTM) $360.0B   $357.0B

Stock Price     $163     $170  ($163-$176)

Stock Price Forecasts
2025-Q2            $180-$213 ($196)
2025-Q3            $189-$214 ($198)
2025-Q4            $198-$219 ($202)
2026-Q1            $202-$223 ($209)

Note: The volatile EPS number creates more variability in the forecast for sure, but I am pretty confident that $200 share is "fair value" that we would see in the next 12 months (based on a forecast of $392B in revenue and $9.77 in earnings per share.

tecmo
...
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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