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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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6 views
My sum of the parts analysis suggests Alphabet may be undervalued by 13% to 35%. I moved my $200 price target from year-end to the end of Q3. For the valuation analysis, I use EV/Sales and I compare Alphabet's segments to the closest matches at Amazon, Microsoft, Snapchat, and Meta. There is a big risk to my bull case: the ongoing antitrust trial could trigger a selloff if the remedies decision expected by August 2025 is unfavorable for Alphabet.
