No. of Recommendations: 17
cnbc.com - Alphabet google q2 earnings Q2 TTM
Revenue : $96.43 ($92.52) $371B
EPS : $2.31 ($2.06) $9.39
Forward projections (next 4 quarters)
Revenue : $405B x 6.1x Revenue = $205 / share
EPS : $10.22 x 22x EPS = $230 / share
The stock is at around $190-$195 as it bounces around after hours, I have a "full boat" of shares and won't be adding (or selling) at these prices. Note my model is projecting revenue growth to be just under 10%, but the past 8 quarters have all been well above that - so the above projections might be a bit conservative.
If they can get to $410B in TTM revenue and the multiple expands to 6.5x you would get a tighter range of $220 - $230 / share.
Some higlights
* YouTube continues to impress
* Capital expenditures are increasing (a concerning trend)
* Genimi has 450 monthly active users
* Operating expenses growing faster than revenue (+20%) (a concern)
tecmo
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