Alphabet: The Market’s Most Undervalued Mag 7 company

LiveWire

07-28

While Microsoft (NASDAQ: MSFT) and NVIDIA (NYSE: NVDA) have seen stock surges on AI momentum, Alphabet (NYSE: GOOG) remains an outlier. Despite owning its own AI infrastructure and delivering strong ...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet: The Market’s Most Undervalued Mag 7 company\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">LiveWire</strong><span class=\"h-time small\">2025-07-28 13:00</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>While Microsoft (NASDAQ: MSFT) and NVIDIA (NYSE: NVDA) have seen stock surges on AI momentum, Alphabet (NYSE: GOOG) remains an outlier.\nDespite owning its own AI infrastructure and delivering strong ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/alphabet-the-market-s-most-undervalued-mag-7-company\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.livewiremarkets.com/wires/alphabet-the-market-s-most-undervalued-mag-7-company\">LiveWire</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BLSP4452.SGD","symbol_name":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/alphabet-the-market-s-most-undervalued-mag-7-company","article_id":"2554889728","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/alphabet-the-market-s-most-undervalued-mag-7-company","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2554889728","pubTimestamp":1753678856,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"While Microsoft and NVIDIA have seen stock surges on AI momentum, Alphabet remains an outlier.Despite owning its own AI infrastructure and delivering strong double-digit growth across Search, YouTube, and Cloud, the market hasn’t fully priced in Alphabet's AI and tech potential. Alphabet remains significantly underappreciated where its valuation doesn’t reflect its long-term potential.Investors are starting to see Google Cloud’s AI differentiation as a growing challenge to Amazon AWS and Microsoft Azure’s dominance.Alphabet delivered another amazing quarter. In Q2 2025 alone, consolidated revenues increased 14% YoY, EPS increased 22% and net income increased 19%. Its trailing 12-month free cash flow stands at $66.7 billion. Additionally, Google Search, YouTube ads, Google subscriptions, platforms, and devices, and Google Cloud all delivered double-digit growth in Q2 2025.Yet despite this strong performance, Alphabet trades at just a P/E of 20.7, making it the cheapest stock in the Magn","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0557290698.USD":"施罗德环球可持续增长基金","USJW.SI":"ALPHAB 3xLongSG261006","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","SNVD.UK":"LS -1X NVIDIA","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","3NVD.UK":"LS 3X NVIDIA","GOOGL":"谷歌A","2NVD.UK":"2X NVIDIA ETP","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0109392836.USD":"富兰克林科技股A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDS.UK":"LS -1X NVIDIA","XMAG":"Defiance Large Cap ex-Mag 7 ETF","GOOG":"谷歌","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","NVIW.SI":"NVDA 3xLongSG261006","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD"},"translate_title":"Alphabet：市场上最被低估的Mag 7公司","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"GOOG":1,"GOOGL":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"USJW.SI":0.6,"XMAG":1},"content_text":"While Microsoft (NASDAQ: MSFT) and NVIDIA (NYSE: NVDA) have seen stock surges on AI momentum, Alphabet (NYSE: GOOG) remains an outlier.\nDespite owning its own AI infrastructure and delivering strong double-digit growth across Search, YouTube, and Cloud, the market hasn’t fully priced in Alphabet's AI and tech potential. Alphabet remains significantly underappreciated where its valuation doesn’t reflect its long-term potential.\nInvestors are starting to see Google Cloud’s AI differentiation as a growing challenge to Amazon AWS and Microsoft Azure’s dominance.\nAlphabet Delivers—but the\nMarket Isn’t Pricing It In\n\n\nAlphabet delivered another amazing quarter. In Q2 2025 alone, consolidated revenues increased 14% YoY, EPS increased 22% and net income increased 19%. Its trailing 12-month free cash flow stands at $66.7 billion. Additionally, Google Search, YouTube ads, Google subscriptions, platforms, and devices, and Google Cloud all delivered double-digit growth in Q2 2025. \nYet despite this strong performance, Alphabet trades at just a P/E of 20.7, making it the cheapest stock in the Magnificent Seven (Mag 7).\n\n\n\n\n\n\n\n\n\nAlphabet (NYSE: GOOG) P/E ratio compared to Mag 7 peers. \nGoogle Search Isn’t Dead. It’s Evolving with AI.\nContrary to the market’s prediction that AI will decrease engagement with Google Search, Search experienced continued strong growth, boosted by the engagement with features like AI Overviews. \nAs CEO Sundar Pichai commented in the Q2 2025 Earnings call:\n“AI is powering an expansion in how people are searching... unlocking completely new kinds of questions.”\nIn Q1 2025, Search had 1.5 billion users per month, and revenue grew 11.7% YoY, a catalyst driven by AI that created new user behaviours. AI Overviews, now powered by Gemini 2.5, are driving over 10% more queries globally and monetising at the same rate as traditional search ads. Gemini has over 100 million monthly users. Visual search is growing rapidly, with Google Lens queries up 70% YoY and Circle to Search live on 300 million Android devices.  \nYouTube: Outpacing Netflix Yet Under-Valued\nYouTube continues to be the most-watched streaming platform in the US, with 12.3% of total TV time in March 2025, a jump ahead of Netflix’s 7%. \n\n\n\n\n\n\n\n\n\nYouTube's market share in US TV viewership compared to competitors\nYouTube Shorts delivers 200 billion daily views. AI tools are boosting creator productivity, where 70 million videos were generated using Veo 3 since May. Google is adding generative features, dubbing, and editing tools natively into YouTube. \nSubscription revenue (Premium, Music, YouTube TV) continues to grow in double digits. Morgan Stanley predicts a 30.2% YoY growth for 2025 and an 18.6% YoY growth for 2026. However, the bank values YouTube at $476B under an EV/Sales multiple of 6.7x, which remains significantly underpriced than Netflix’s market cap of $501B priced under EV/Sales multiple of 12.18. \nYoutube is estimated to deliver revenue of $70.7bn in 2026, well above Netflix of $45 billion. If spun off, YouTube could command a $720 billion valuation, far above Netflix’s current $556 billion market cap.\nThe Agentic AI Bet – And how if Alphabet winning this \nWhile the market remains focused on models and chips, Google is quietly building its market share in agentic AI. This next wave of AI capability could be the most undervalued part of Alphabet’s portfolio. \nAgentic AI are intelligent systems that can autonomously plan, execute, and adapt across multi-step tasks. The system operates like a virtual assistant, handling complex goals such as researching, booking appointments, or automating workflows. These agents represent the next evolution of AI, and Google expects 2026 to be a breakout year for adoption as infrastructure matures and latency improves.\n\n\n\n\n\n\n\n\n\n\nIn Search, US users can use AI-powered calling to contact local businesses, and Google features like AI Mode and Circle to Search resemble agent-like behaviors that follows up on previous interactions. \nFor corporate clients, Google Cloud’s new AgentSpace platform is powering agentic workflows for companies like BBVA, Mattel, and Target in tasks such as automating customer feedback, software testing and cybersecurity. Google’s open-source Agent Development Kit has already crossed one million downloads. Internally, Google are using agentic AI to assist in coding workflows. CEO Sundar Pichai expects agentic workflows are “at the frontier,” and 2026 to be the breakout year for this technology. \nWaymo, Alphabet’s autonomous driving unit, now operates in 10 cities (including New York and Atlanta), with 100 million autonomous miles under its belt. It raised $5.6B in late 2023 at a $45B valuation, however this is not yet reflected in Alphabet’s current valuation.\n\n\n\n\n\n\n\n\n\nWaymo in the US. \nGoogle Cloud and AI: Accelerating Growth \nGoogle Cloud revenue jumped 32% YoY to $13.6B, reaching a $50B+ run-rate. The segment’s operating margin more than doubled to 20.7%. This is followed by an increasing enterprise demand for AI, where 85,000+ enterprise clients use Gemini (including Salesforce, BBVA, and Target). Google Cloud are experiencing growth in large deals, with $250M+ contracts doubling YoY. Cloud backlog surged to $106 billion, which is up 38% YoY.\nAlphabet also raised its capex guidance to $85B (from $75B), driven by AI infrastructure build-out. Google Cloud now supports models from OpenAI, showcasing its importance as a support provider in the Google AI ecosystem.\nOn the consumer side, Google One’s AI Pro and Ultra plans are attracting consumer adoption since Gemini 2.5’s release, expanding Alphabet’s subscription ecosystem.\nAlphabet stands out in the AI race with an end-to-end strategy. Its Gemini 2.5 models are among the best in the industry and are already being used by over 9 million developers. Google also operates one of the most advanced AI infrastructures, with the widest range of GPUs and TPUs. Gemini is now built into key products like Search, Workspace, Chrome, and Android. Altogether, Google’s AI tools reach over 450 million monthly active users.\nWhy It’s Mispriced\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nDespite\noutperforming across its product lines, Alphabet is trading at a discount compared\nto peers like Microsoft, Amazon, and NVIDIA. Its diversified revenue streams,\ninfrastructure advantage, and ecosystem leverage are delivering superior\nearnings momentum, yet are undervalued by the market.\n\nAnd it becomes clear that Alphabet may be the most underappreciated AI winner in the market.  \n\n\n\nNever miss an update\n\n    Enjoy this wire? 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