NASDAQ: GOOGL

Alphabet Inc.

$357.37
+3.72 (+1.05%)as of 2026-06-30
1-year price · 252 sessions
Key stats
52-week range$357.37
$174.36$402.62
Today
Open
353.86
Day high
358.62
Day low
350.40
Prev close
353.65
Volume
33.8M
Valuation
Mkt cap
$4.33T
P/E (TTM)
27.0
EPS (TTM)
$13.24
P/B
9.0
P/S
10.2
Dividend
Yield
0.24%
Per share
$0.85
Insider & institutional activity · SEC Form 4 / 13F
  • Insiders net selling -$1.4M over the last 3 months (0 open-market buys, 35 sales)
  • 🏛Institutions mixed (13F)
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Alphabet Inc. (GOOGL) is a Technology company listed on NASDAQ. The stock is up 103% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 35 sales (SEC Form 4). Drillr has 24 published research articles covering GOOGL.

GOOGL research & analysis

  1. Can Oracle's multi-cloud and sovereign cloud strategy take AI workload share from AWS and Azure?

    Oracle's 66% cloud infrastructure growth, $523B RPO backlog, and 147+ sovereign cloud regions give it a differentiated wedge against AWS and Azure in the AI workload race. At 21.7x forward P/E — the cheapest among the five cloud players examined — ORCL offers the best risk/reward, though massive capex and negative free cash flow make execution the key risk.

    ORCLAMZNMSFT
  2. How does CoreWeave's GPU-as-a-service model threaten traditional hyperscaler economics?

    CoreWeave's 168% revenue growth and $66.8B backlog make it a real force in GPU-as-a-service, but its model primarily threatens Oracle's similar GPU rental strategy rather than the broader hyperscaler ecosystem. AWS, Azure, and Google Cloud are insulated by platform breadth, custom silicon (Trainium, TPUs), and software lock-in — CoreWeave's $15B debt load and GPU depreciation risk remain its biggest vulnerabilities.

    CRWVAMZNMSFT
  3. Which hyperscaler has the highest RPO-to-revenue conversion efficiency?

    Microsoft leads hyperscaler RPO-to-revenue conversion efficiency with a 25% twelve-month recognition rate on its $631 billion backlog, translating to ~$158 billion in near-term locked-in revenue. Oracle trails at 12% despite the largest RPO-to-revenue coverage ratio (8.6x), as massive long-dated AI infrastructure contracts signed in 2025 dramatically lengthened backlog duration across the industry.

    ORCLMSFTAMZN
  4. Can OCI sustain 55% growth as AWS and Azure accelerate their AI infrastructure spend?

    Oracle Cloud Infrastructure revenue hit $4.9B in the February 2026 quarter, growing 84% YoY—far exceeding the 55% threshold and accelerating from 51% four quarters ago. With $523B in RPO backlog, 177% GPU revenue growth, and $35B in annual capex, OCI's trajectory suggests sustained 60%+ growth even as AWS and Azure ramp their own AI infrastructure investments.

    ORCLAMZNMSFT

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