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How recommendation distribution changed over time
Only 2 analysts covering
Analysts are largely in agreement
Last evaluation 16 days ago
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker evaluates Google's strategic positioning and the multi-billion dollar market opportunity in the defense industry AI contracting process with the Pentagon.
CNBC TelevisionJulia Boorstin evaluates the impact of OpenAI's slow moves in the advertising market on Google's market dominance and competitive advantage.
CNBC TelevisionAnalyzes the approval processes and technological integration regarding the use of Google's AI tool Gemini in official government work.
CNBC TelevisionThe speaker analyzes the role of a global technology leader in regional infrastructure investments and expansion strategies in the field of cybersecurity services.
BloombergHTThe speaker evaluates the technology giant's current status in AI integration and autonomous driving projects.
Meet KevinThe speaker examines Shaquille O'Neal's investment strategy in Google prior to its IPO and the 'invest in what you know' philosophy for individual investors.
Dikkat Boğa ÇıkabilirThe speaker analyzes competitor tech companies that could gain market share if Anthropic is sidelined.
Yahoo FinanceThe speaker scrutinizes Google's leadership potential in AI and the impact of the Gemini product line on revenues.
Financial EducationThe speaker analyzes the valuation of the stock in light of intrinsic value calculations and growth expectations.
Value Investing with Sven Carlin, Ph.D.The analyst acknowledges Google's strong position and structural advantages in the AI race but questions the market sentiment that the "race is over." He evaluates the stock's high trading multiples compared to peers and notes the ongoing competition.
Yahoo FinanceThe speaker addresses the differentiation process among companies alongside the evolving AI theme.
CNBC TelevisionGuillermo Rauch assesses Google's aggressive push in AI products, noting their strength in image and video models (like "image nano banana" and VO). However, he scrutinizes the user reception, questioning if forced adoption truly translates to user enjoyment and long-term stickiness.
CNBC TelevisionAnalyzes the integration of Gemini AI into Search and Cloud services, assessing its impact on query growth and corporate adoption despite valuation concerns.
Yahoo FinanceThe speaker examines Google's new e-commerce infrastructure, Agent Commerce, and its integration with retail giants.
BloombergHTThe speaker analyzes the market shares of leaders in the digital services market and the cybersecurity risks they face.
BloombergHTThe speaker evaluates the technology giant's decision to settle in a lawsuit filed over privacy violations and the risks regarding user data security.
Para GündemThe speaker evaluates the tech giant's leadership in AI, strategic partnerships, and status in antitrust cases.
Yahoo FinanceThe speaker examines Google stock's performance over the last year, the effects of AI integration, and expectations for the February 4th earnings report along with technical levels.
BloombergHTThe speaker evaluates Google's competitive edge in the AI sector, focusing on its existing distribution network, vast user data, and significant capital expenditure on data centers compared to standalone AI companies.
CNBC TelevisionThe speaker examines the development process of the Gemini model, the strategic partnership with Apple, and the competitive dynamics in the AI sector from the perspective of efficiency and infrastructure.
CNBC TelevisionThe speaker evaluates Google's strategic positioning and the multi-billion dollar market opportunity in the defense industry AI contracting process with the Pentagon.
* Does not constitute investment advice
Julia Boorstin evaluates the impact of OpenAI's slow moves in the advertising market on Google's market dominance and competitive advantage.
* Does not constitute investment advice
Analyzes the approval processes and technological integration regarding the use of Google's AI tool Gemini in official government work.
* Does not constitute investment advice
The speaker analyzes the role of a global technology leader in regional infrastructure investments and expansion strategies in the field of cybersecurity services.
* Does not constitute investment advice
The speaker evaluates the technology giant's current status in AI integration and autonomous driving projects.
* Does not constitute investment advice
The speaker examines Shaquille O'Neal's investment strategy in Google prior to its IPO and the 'invest in what you know' philosophy for individual investors.
* Does not constitute investment advice
The speaker analyzes competitor tech companies that could gain market share if Anthropic is sidelined.
* Does not constitute investment advice
The speaker scrutinizes Google's leadership potential in AI and the impact of the Gemini product line on revenues.
* Does not constitute investment advice
The speaker analyzes the valuation of the stock in light of intrinsic value calculations and growth expectations.
* Does not constitute investment advice
The analyst acknowledges Google's strong position and structural advantages in the AI race but questions the market sentiment that the "race is over." He evaluates the stock's high trading multiples compared to peers and notes the ongoing competition.
* Does not constitute investment advice
The speaker addresses the differentiation process among companies alongside the evolving AI theme.
* Does not constitute investment advice
Guillermo Rauch assesses Google's aggressive push in AI products, noting their strength in image and video models (like "image nano banana" and VO). However, he scrutinizes the user reception, questioning if forced adoption truly translates to user enjoyment and long-term stickiness.
* Does not constitute investment advice
Analyzes the integration of Gemini AI into Search and Cloud services, assessing its impact on query growth and corporate adoption despite valuation concerns.
* Does not constitute investment advice
The speaker examines Google's new e-commerce infrastructure, Agent Commerce, and its integration with retail giants.
* Does not constitute investment advice
The speaker analyzes the market shares of leaders in the digital services market and the cybersecurity risks they face.
* Does not constitute investment advice
The speaker evaluates the technology giant's decision to settle in a lawsuit filed over privacy violations and the risks regarding user data security.
* Does not constitute investment advice
The speaker evaluates the tech giant's leadership in AI, strategic partnerships, and status in antitrust cases.
* Does not constitute investment advice
The speaker examines Google stock's performance over the last year, the effects of AI integration, and expectations for the February 4th earnings report along with technical levels.
* Does not constitute investment advice
The speaker evaluates Google's competitive edge in the AI sector, focusing on its existing distribution network, vast user data, and significant capital expenditure on data centers compared to standalone AI companies.
* Does not constitute investment advice
The speaker examines the development process of the Gemini model, the strategic partnership with Apple, and the competitive dynamics in the AI sector from the perspective of efficiency and infrastructure.
* Does not constitute investment advice
