IB Net Payout Yields Model

Google: Golden Goose Not At Risk

 

  • Alphabet/Google continues to trade risk-off due to fears that Bing Chat is a major risk to the search market.
  • The market fears over Google losing default search deals for mobile traffic from Apple and Samsung are misplaced.
  • Google stock trades at an EV of only ~11x '25 EPS estimates.
Within days, media reports have suggested Alphabet Inc. (NASDAQ:GOOGNASDAQ:GOOGL) aka Google was at risk of losing search mobile browser default settings due primarily to new AI options. Microsoft Corporation (MSFT) search

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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