Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on GOOGL. Alphabet Inc.’s share was trading at $332.29 as of April 21st. GOOGL’s trailing and forward P/E were 30.74 and 29.07 respectively according to Yahoo Finance.
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Alphabet Inc. offers various products and platforms in the United States and internationally. GOOGL is increasingly positioning itself as a vertically integrated AI utility, reinforcing its long-term dominance through massive infrastructure investments and rapidly scaling high-margin businesses. Following its latest results, the company has significantly strengthened its AI-focused thesis, highlighted by the transformation of Google Cloud into a primary growth and profit engine.
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Cloud revenue surged 48% to $17.7 billion in Q4 2025, with operating income more than doubling to $5.3 billion, supported by a $240 billion backlog driven by strong enterprise demand for Gemini 3 and AI solutions. Alphabet is further solidifying its competitive moat through an aggressive capital expenditure plan of $175–185 billion in 2026, nearly double 2025 levels, aimed at expanding AI data centers and proprietary chip infrastructure, creating barriers that competitors are unlikely to match.
The company’s optionality is enhanced by Waymo, now valued at $126 billion following a $16 billion funding round, with over 400,000 weekly rides signaling commercial scalability. Financially, Alphabet delivered $402.8 billion in revenue and $132.17 billion in net income for FY 2025, while Search continues to demonstrate resilience with 17% growth in Q4 despite generative AI concerns.
Trading at a trailing P/E of ~28x with an improving PEGY ratio of 1.71, Alphabet is growing into its valuation. With $126.8 billion in cash and a durable, infrastructure-backed moat, the company remains well-positioned for sustained long-term upside.
Previously, we covered a bullish thesis on Alphabet Inc. (GOOGL) by FluentInQuality in May 2025, which highlighted the company’s dominance in digital distribution and its early AI integration advantage across core platforms. GOOGL’s stock price has appreciated by approximately 109.69% since our coverage. The Boring Finance Guy shares a similar view but emphasizes on its evolution into an AI infrastructure-led utility.
finance.yahoo.com
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