Subject: Re: Earnings
Valuation Thoughts

Looking ahead to the end of next year (or early in 2026 after Q4 Earnings)

Current: 
-------
Revenue: $340B [6.2x]
EPS    : $7.55 [23]
Shares : $170 / share ($180 after hours)


Future:
-------
Revenue: $377B (TTM) [6.2x]
EPS    : $9.95 / share [23x]
Shares : $192 - $233

Using the midpoint I get a forecast of $213 / share. Its not unheard of for multiples to be much higher (30x EPS and 8x Revenue) - the lower range would be (19x and 5x) so more potential upside than down based on history.

I was able to add to my position recently (in the low $150s) - and my daughter purchased her first set of GOOG shares as well. Confidence is high right now.

tecmo
...