2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 2 min
0,22 USD/osake
Irtoamispäivä 4.9.
0,27%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 päivää sittenHey, I thought I'd share my valuation model for 2031, it might be a bit messy but I hope for input: Valuation Model for Alphabet (Year 2031) The starting point is that Google's core business (excluding Cloud) generates revenue of 561 billion USD in 2031, which is based on an annual growth (CAGR) of 8 % from today's revenue (2026) of approximately 382 billion dollars excluding cloud. If we assume a net margin of 35 %, this implies a profit of approximately 196 billion USD (0.35 x 561 billion). If we use 196 billion USD in profit and divide it by 11.63 billion outstanding shares, we get an earnings per share (EPS) of 16.85 USD. If the market values this profit at a P/E ratio of 28, the value will be: 16.85 × 28 = approximately 471 USD per share for Google's operations excluding Cloud. —----------------------------------------------------------------------------------------- For Cloud, we assume a revenue of 328 billion USD in 2031 (27 % growth CAGR from 2026). With a net margin of 30 %, this yields a profit of approximately 98 billion USD. Dividing this by 11.63 billion shares, we get an EPS of 8.43 USD. If Cloud is also valued at P/E 28, the value will be: 8.43 × 28 = approximately 236 USD per share. Adding the value from the core business (471 USD) and Cloud (236 USD), we get a theoretical share price of approximately 707 USD per share in 2031. For comparison, the stock is currently trading at around 319 USD, which means this scenario would correspond to an upside of just over 120%. A P/E of 28 might be a bit high overall. Perhaps the core business (excluding Cloud) should have a lower P/E. What are your thoughts on this? I am long Alphabet. Do your own research and do not take this as a recommendation to buyHey stackz, here's a comment on amazon on nordnet, with some similar thoughts. AWS generated 128 billion dollars in 2025. Calculating with a growth of 15 % (currently around 18–22 %) per year for 5 years, you land at 257 billion dollars in revenue in 2030. With an operating margin of 35 % (let's assume it won't be higher) one could give it an EBIT multiple of x20. 20x 257 = around 5 trillion dollars for that part alone. Advertising (Advertising) generated 68 billion dollars in 2025. Calculate with 15 % (currently around 22–23 %) per year for 5 years, so we land at 142 billion dollars in revenue in 2030. Their operating margin is said to be around 50–60 %. Let's assume 50. That should give an EBIT multiple of 25–30, but let's say 20x. 20 x 142 = 2.8 trillion dollars. According to my calculations, these two segments' base case will be around 8 trillion dollars. That is almost 4 times today's market value. Then I haven't accounted for the other segments. Might have been a bit optimistic about AWS growth, but I think 15 % on average over the next 5 years is doable.
24.7. · MuokattuEvercore says you should not invest in the companies spending on AI, but those that receive it: "You're in a major investment cycle and … people would rather invest in the companies, in the stocks that are receiving the investment dollars, rather than spending the investment dollars," Evercore ISI senior managing director Mark Mahaney said. While Alphabet reported ballooning revenue and a backlog for its cloud services, investors were spooked by increased capital expenditures on AI infrastructure and sold shares. Asian markets sank Friday to track a selloff on Wall Street as world markets are battered by a perfect storm of the resurgent Middle East war, a spike in oil prices back past $100 and worries about the AI investment boom. Yahoo Finance
I have a plan to invest 200k here, but I'm unsure about the direction here? Does anyone have any opinions? I saw the post by Bossk that yahoo was behind.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 2 min
0,22 USD/osake
Irtoamispäivä 4.9.
0,27%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenHey, I thought I'd share my valuation model for 2031, it might be a bit messy but I hope for input: Valuation Model for Alphabet (Year 2031) The starting point is that Google's core business (excluding Cloud) generates revenue of 561 billion USD in 2031, which is based on an annual growth (CAGR) of 8 % from today's revenue (2026) of approximately 382 billion dollars excluding cloud. If we assume a net margin of 35 %, this implies a profit of approximately 196 billion USD (0.35 x 561 billion). If we use 196 billion USD in profit and divide it by 11.63 billion outstanding shares, we get an earnings per share (EPS) of 16.85 USD. If the market values this profit at a P/E ratio of 28, the value will be: 16.85 × 28 = approximately 471 USD per share for Google's operations excluding Cloud. —----------------------------------------------------------------------------------------- For Cloud, we assume a revenue of 328 billion USD in 2031 (27 % growth CAGR from 2026). With a net margin of 30 %, this yields a profit of approximately 98 billion USD. Dividing this by 11.63 billion shares, we get an EPS of 8.43 USD. If Cloud is also valued at P/E 28, the value will be: 8.43 × 28 = approximately 236 USD per share. Adding the value from the core business (471 USD) and Cloud (236 USD), we get a theoretical share price of approximately 707 USD per share in 2031. For comparison, the stock is currently trading at around 319 USD, which means this scenario would correspond to an upside of just over 120%. A P/E of 28 might be a bit high overall. Perhaps the core business (excluding Cloud) should have a lower P/E. What are your thoughts on this? I am long Alphabet. Do your own research and do not take this as a recommendation to buyHey stackz, here's a comment on amazon on nordnet, with some similar thoughts. AWS generated 128 billion dollars in 2025. Calculating with a growth of 15 % (currently around 18–22 %) per year for 5 years, you land at 257 billion dollars in revenue in 2030. With an operating margin of 35 % (let's assume it won't be higher) one could give it an EBIT multiple of x20. 20x 257 = around 5 trillion dollars for that part alone. Advertising (Advertising) generated 68 billion dollars in 2025. Calculate with 15 % (currently around 22–23 %) per year for 5 years, so we land at 142 billion dollars in revenue in 2030. Their operating margin is said to be around 50–60 %. Let's assume 50. That should give an EBIT multiple of 25–30, but let's say 20x. 20 x 142 = 2.8 trillion dollars. According to my calculations, these two segments' base case will be around 8 trillion dollars. That is almost 4 times today's market value. Then I haven't accounted for the other segments. Might have been a bit optimistic about AWS growth, but I think 15 % on average over the next 5 years is doable.
- 24.7. · MuokattuEvercore says you should not invest in the companies spending on AI, but those that receive it: "You're in a major investment cycle and … people would rather invest in the companies, in the stocks that are receiving the investment dollars, rather than spending the investment dollars," Evercore ISI senior managing director Mark Mahaney said. While Alphabet reported ballooning revenue and a backlog for its cloud services, investors were spooked by increased capital expenditures on AI infrastructure and sold shares. Asian markets sank Friday to track a selloff on Wall Street as world markets are battered by a perfect storm of the resurgent Middle East war, a spike in oil prices back past $100 and worries about the AI investment boom. Yahoo FinanceI have a plan to invest 200k here, but I'm unsure about the direction here? Does anyone have any opinions? I saw the post by Bossk that yahoo was behind.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 2 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 22.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
0,22 USD/osake
Irtoamispäivä 4.9.
0,27%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenHey, I thought I'd share my valuation model for 2031, it might be a bit messy but I hope for input: Valuation Model for Alphabet (Year 2031) The starting point is that Google's core business (excluding Cloud) generates revenue of 561 billion USD in 2031, which is based on an annual growth (CAGR) of 8 % from today's revenue (2026) of approximately 382 billion dollars excluding cloud. If we assume a net margin of 35 %, this implies a profit of approximately 196 billion USD (0.35 x 561 billion). If we use 196 billion USD in profit and divide it by 11.63 billion outstanding shares, we get an earnings per share (EPS) of 16.85 USD. If the market values this profit at a P/E ratio of 28, the value will be: 16.85 × 28 = approximately 471 USD per share for Google's operations excluding Cloud. —----------------------------------------------------------------------------------------- For Cloud, we assume a revenue of 328 billion USD in 2031 (27 % growth CAGR from 2026). With a net margin of 30 %, this yields a profit of approximately 98 billion USD. Dividing this by 11.63 billion shares, we get an EPS of 8.43 USD. If Cloud is also valued at P/E 28, the value will be: 8.43 × 28 = approximately 236 USD per share. Adding the value from the core business (471 USD) and Cloud (236 USD), we get a theoretical share price of approximately 707 USD per share in 2031. For comparison, the stock is currently trading at around 319 USD, which means this scenario would correspond to an upside of just over 120%. A P/E of 28 might be a bit high overall. Perhaps the core business (excluding Cloud) should have a lower P/E. What are your thoughts on this? I am long Alphabet. Do your own research and do not take this as a recommendation to buyHey stackz, here's a comment on amazon on nordnet, with some similar thoughts. AWS generated 128 billion dollars in 2025. Calculating with a growth of 15 % (currently around 18–22 %) per year for 5 years, you land at 257 billion dollars in revenue in 2030. With an operating margin of 35 % (let's assume it won't be higher) one could give it an EBIT multiple of x20. 20x 257 = around 5 trillion dollars for that part alone. Advertising (Advertising) generated 68 billion dollars in 2025. Calculate with 15 % (currently around 22–23 %) per year for 5 years, so we land at 142 billion dollars in revenue in 2030. Their operating margin is said to be around 50–60 %. Let's assume 50. That should give an EBIT multiple of 25–30, but let's say 20x. 20 x 142 = 2.8 trillion dollars. According to my calculations, these two segments' base case will be around 8 trillion dollars. That is almost 4 times today's market value. Then I haven't accounted for the other segments. Might have been a bit optimistic about AWS growth, but I think 15 % on average over the next 5 years is doable.
- 24.7. · MuokattuEvercore says you should not invest in the companies spending on AI, but those that receive it: "You're in a major investment cycle and … people would rather invest in the companies, in the stocks that are receiving the investment dollars, rather than spending the investment dollars," Evercore ISI senior managing director Mark Mahaney said. While Alphabet reported ballooning revenue and a backlog for its cloud services, investors were spooked by increased capital expenditures on AI infrastructure and sold shares. Asian markets sank Friday to track a selloff on Wall Street as world markets are battered by a perfect storm of the resurgent Middle East war, a spike in oil prices back past $100 and worries about the AI investment boom. Yahoo FinanceI have a plan to invest 200k here, but I'm unsure about the direction here? Does anyone have any opinions? I saw the post by Bossk that yahoo was behind.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt