Article published Sep 28, 2026. Prices below use latest available snapshots.
GOOGL Price Structure
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$GOOGL is holding up: roughly flat since August 28 (down 1.1%), down 3.1% since June 29 and 1.3% above its 200-day average, up 40.4% over the past year. At the 2026-09-28 settled close, GOOGL $342.75 was +0.2% versus its 20-day average and -1.1% over 30 days. The newest verified quarter ends 2026-06-30 (filed 2026-07-23); revenue was $119.80B. Against 2025-06-30 revenue of $96.43B, that is +24.2% year over year. no cause for Wednesday's drop is on record, the base has gone nowhere since June, and new consumer AI agents (Meta's Muse was the week's headline) compete for the search entry point. The standing call is 🟡 Wait for a fresh hold or pullback. The $327–$338 entry zone was not offered at the $342.75 close; AI cash conversion and the next quarter remain the proof.
Quick Snapshot (as of 2026-09-28)
| Question | Answer |
|---|---|
| The call | 🟡 Wait for a fresh hold or pullback. The $327–$338 entry zone was not offered at the $342.75 close; AI cash conversion and the next quarter remain the proof. |
| What it is | Google Search and advertising, YouTube, Google Cloud and the Gemini models, with Waymo and other bets on the side. |
| Why now | Prior case (2026-09-23): The stock has based for about sixteen weeks while the income statement accelerated through 2025. |
| Proof | Latest verified period ended 2026-06-30, filed 2026-07-23: revenue $119.80B. Prior case: Filed 2025 quarters: revenue rose from $90.23B in Q1 to $113.83B in Q4 and operating income reached $35.93B; the table below carries the series. |
| Objection | No cause for Wednesday's drop is on record, the base has gone nowhere since June, and new consumer AI agents (Meta's Muse was the week's headline) compete for the search entry point. |
| Stock setup | The long trend remains intact; +0.2% versus the 20-day, +1.3% versus the 200-day, RSI 48.8. |
Action Matrix (reviewed 2026-09-28; levels are standing conditions)
Current status (2026-09-28): 🟡 Wait for a fresh hold or pullback. The $327–$338 entry zone was not offered at the $342.75 close; AI cash conversion and the next quarter remain the proof. The listed levels below record the prior conditional plan and require a new review before use.
| Signal | If | Then |
|---|---|---|
| 🟢 Buy | Price holds $327–$338 (the volume-weighted average from the low at $326.81, the $333.02 shelf and the 200-day) and turns up | Entry at the floor of the base. |
| 🟡 Wait | A close below $327 that is not recovered within a few sessions | No entry; the base floor has given way. |
| 🔴 Out | After an entry, a close below $310, under the year's volume center | The long trend has broken. |
| 🟠 Target | $365, the top of the year's volume range | First target; the base pivot at $391.87 is the breakout level beyond it. |
| 🔴 Thesis breaks | The October 28 print shows search revenue decelerating as agent traffic grows | The AI-disruption bear case is showing up in the numbers. |
The Story Right Now (as of 2026-09-28)
$GOOGL is holding up: roughly flat since August 28 (down 1.1%), down 3.1% since June 29 and 1.3% above its 200-day average, up 40.4% over the past year.
Data as of 2026-09-28 close: GOOGL $342.75, RSI 48.8, weak-down, +0.2% vs SMA20, +1.3% vs SMA200, 7D -3.4%, 30D -1.1%, 1Y +40.4%, -16.1% from the 52-week high.
Condition check. The $342.75 close is above the prior $327–$338 200-day-area entry range. That pullback entry was not offered at the settled close; a new setup or verified hold is needed.
Business and mechanism. Google Search and advertising, YouTube, Google Cloud and the Gemini models, with Waymo and other bets on the side.
Prior case (2026-09-23). The stock has based for about sixteen weeks while the income statement accelerated through 2025.
Prior proof (2026-09-23). Filed 2025 quarters: revenue rose from $90.23B in Q1 to $113.83B in Q4 and operating income reached $35.93B; the table below carries the series.
The countercase. No cause for Wednesday's drop is on record, the base has gone nowhere since June, and new consumer AI agents (Meta's Muse was the week's headline) compete for the search entry point.
Newest statement check. The newest verified quarter ends 2026-06-30 (filed 2026-07-23); revenue was $119.80B. Against 2025-06-30 revenue of $96.43B, that is +24.2% year over year.
Cash conversion and spending. For April–June, matching SEC six-month less first-quarter cash flows yields $39.07B operating cash and $44.92B cash capital spending, or 114.99% of operating cash. In the Q2 call, management raised its 2026 capex outlook to $195B–$205B from $180B–$190B and expected a significant increase in 2027. The spend is a cash-generation test, not evidence of a revenue miss by itself.
News and attention check. The September 28 hosted pull returned five quote pages, not a new issuer event. The $195B–$205B capex guide remains the last verified operating development; the session's move is unassigned. No company event for GOOGL was recorded between September 24 and 28. 1 social post from tracked accounts mentioned it between September 24 and 28; that is attention, not company news.
The call: 🟡 Wait for a fresh hold or pullback. The $327–$338 entry zone was not offered at the $342.75 close; AI cash conversion and the next quarter remain the proof.
Extended analysis
Price Data (live)
Live values from the desk's settled-close summaries. They update with each close; the dated sections above keep the numbers of their own date.
| Metric | GOOGL |
|---|---|
| As of (close) | 2026-10-16 |
| Price ($) | 340.59 |
| RSI (14) | 44.4 |
| vs SMA20 (%) | -1.7 |
| vs SMA50 (%) | -1.2 |
| vs SMA200 (%) | -0.1 |
| SMA20 ($) | 346.41 |
| SMA50 ($) | 344.58 |
| SMA200 ($) | 340.9 |
| 1D (%) | -2.47 |
| 7D (%) | -3.15 |
| 30D (%) | -0.66 |
| 3M (%) | -1.78 |
| 1Y (%) | 35.45 |
| 2Y (%) | 106.22 |
| 1Y vs S&P 500 (pts) | 19.91 |
| From 52-week high (%) | -16.65 |
Historical Fundamentals & Catalysts (legacy series through 2025 Q4; current filed quarter summarized above)
The dip is technical/rotation, not fundamental — the income statement is accelerating (source: Alphabet's SEC 10-Q and 10-K filings, via Massive financials and EDGAR XBRL):
| Quarter | Revenue | Operating income | Net income | EPS |
|---|---|---|---|---|
| 2025 Q1 | $90.23B | $30.61B | $34.54B | $2.81 |
| 2025 Q2 | $96.43B | $31.27B | $28.20B | $2.31 |
| 2025 Q3 | $102.35B | $31.23B | $34.98B | $2.87 |
| 2025 Q4 | $113.83B | $35.93B | $34.45B | $2.82 |
- Revenue accelerated every quarter of 2025 ($90B → $114B), with Q4 the biggest sequential step — the opposite of a decelerating franchise.
- Operating income expanded to $35.9B in Q4 (~31% operating margin off the cited figures) — margin holding as revenue scales.
- The structural thesis is unchanged from the 04-10 origin: best-positioned Mag7 name on AI Search + Cloud, now getting sold with the mega-cap cohort rather than for any company-specific reason.
(Massive financial-ratios endpoint is premium-gated (403) — raw statements above are the citation; valuation multiples not pulled.)
Why it's a dip, not a break (written 2026-06-25; the levels below are as of that date — the current tape is at the top of this file)
- Golden cross intact, +12.1% above the 200-day — the trend that defines "dip-into-strength" is still on.
- Oversold (RSI 35) into a rotation, not an earnings miss or guide-down — the 06-25 intake shows the crowd selling mega-cap broadly (GOOGL drew 32 mentions on the "you were early" list; 47 names hit 52wk lows the same day).
- Fundamentals accelerating (above) — this is the "quality going on sale because everyone is selling the same five stocks" case from the entry guide.
- The one watch: a global/Asia-led risk-off leg (see
memory-supercyclearmed watch) could push it to the ~$319 200-day on a flush — that's the aggressive add, not a thesis break.
Financial Proof
Filed-period check (as of 2026-09-28): The newest verified quarter ended 2026-06-30 and was filed 2026-07-23. Revenue was $119.80B; GAAP net income was $112.19B; diluted EPS was 9.11. Source: Massive income statements and the filing. Dated historical tables below retain their own period basis.
The recent filed revenue series shows the direction of the business; missing cells are left unavailable.
| Period end | Revenue | YoY | Operating income | GAAP net income | Filing date |
|---|---|---|---|---|---|
| 2024-09-30 | $88.27B | — | $28.52B | $26.30B | 2024-10-30 |
| 2025-03-31 | $90.23B | — | $30.61B | $34.54B | 2025-04-25 |
| 2025-06-30 | $96.43B | — | $31.27B | $28.20B | 2025-07-24 |
| 2025-09-30 | $102.35B | +15.9% | $31.23B | $34.98B | 2025-10-30 |
| 2026-06-30 | $119.80B | +24.2% | $40.77B | $112.19B | 2026-07-23 |
Research Log
| Date | Note |
|---|---|
| 2026-04-10 | Initial deep dive: $317.49, RSI 61.6, strong-up, golden cross. Best Mag7 setup. |
| 2026-05-29 | $380.34, RSI 53, strong-up; +24.17% 3M; prior bull target $380 reached. No new fundamentals. |
| 2026-06-16 | $373.25, RSI 52.4; tight consolidation at SMA20. Structural uptrend intact. No new fundamentals. |
| 2026-06-25 | The dip materialized — $340.85, RSI 35.3, −6.2% below SMA20 but +8.9% above SMA200 (golden cross intact). Pulled Massive FY2025 financials: revenue accelerated $90B→$114B, OpInc →$35.9B — confirms quality-on-sale, not a break. Reframed Action Matrix to SMA20-reclaim (~$363) entry trigger; old $300–310 zone superseded. Tier-1 lead entry in the June 25 full scan. |
| 2026-07-11 | $357.18, RSI 47.2 (no longer oversold), essentially sitting on SMA20 ($357.88, −0.2%) — the 06-25 reclaim call is now live. +12.1% over SMA200, golden cross intact. No new fundamentals. |
| 2026-07-17 | $346.77, RSI 42.5, back below SMA20 (−2.6%) — the reclaim slipped, re-testing the zone. +7.9% over SMA200, golden cross intact. 3M cooled to +2.83%. No new fundamentals. |
| 2026-07-25 | $319.74, RSI 32.8, approaching oversold — now below SMA20 (−9.2%), SMA50 (−12.3%), and SMA200 (−1.2%) for the first time this cycle. 3M flipped negative to −7.1%. −22.25% from 52wk high (widened from −15.13%). No new fundamentals; the "dip-into-strength above the 200-day" framing needs re-verification. |
| 2026-07-28 | $333.71, RSI 42.1, weak-down — SMA200 reclaimed (+2.9%, from −1.2% below); still below SMA20 (−4.8%) and SMA50 (−7.8%), both narrowed. 3M improved to −4.58%. −18.33% from 52wk high (narrowed from −22.25%). No new fundamentals; the "dip-into-strength" framing restored, not yet confirmed with an SMA20 reclaim. |
| 2026-07-31 | GOOGL $356.13, RSI 54.1, weak-down; 7D +11.38%; 30D -1.41%; 3M -7.61%; -12.84% from 52wk high. No new fundamentals re-researched. |
| 2026-08-08 | GOOGL $354.30, RSI 50.5, weak-down; 7D -0.51%; 30D -2.11%; 3M -11.55%; -11.30% from 52wk high. No new fundamentals re-researched. |
| 2026-08-14 | GOOGL $345.90, RSI 46.7, weak-down; 7D -2.37%; 30D -6.75%; 3M -12.77%; -15.23% from 52wk high. No new fundamentals re-researched. |
| 2026-08-22 | GOOGL $344.82, RSI 47.2, weak-down; 7D -0.29%; 30D +0.80%; 3M -9.96%; -15.61% from 52wk high. 1Y +72.63%, vs SMA200 +3.50%. No new fundamentals re-researched. |
| 2026-08-28 | GOOGL $346.59, RSI 49.3, weak-down; 7D +0.46%; 30D +2.93%; 3M -8.87%; -15.18% from 52wk high. 1Y +63.76%, vs SMA200 +3.6%. No new fundamentals re-researched. |
| 2026-09-04 | GOOGL $338.46, RSI 44.8, weak-down; 7D -2.32%; 30D -6.61%; 3M -8.16%; -17.17% from 52wk high. 1Y +45.70%, vs SMA200 +0.70%. News pulled 2026-09-04; only quote-aggregator pages found, no company-specific catalyst identified for this week's pullback. No new fundamentals re-researched. |
| 2026-09-11 | GOOGL $338.50, RSI 46.8, weak-down; 7D +0.01%; 30D -1.47%; 3M -5.89%; -17.16% from 52wk high. 1Y +40.82%, vs SMA200 +0.50%. Regime softened to "basing" (from "pullback"). News pulled 2026-09-11; only recap/aggregator pages, no company-specific catalyst. No new fundamentals filed since 09-04 (Q1 2026 remains newest on disk). |
| 2026-09-18 | GOOGL $349.54, RSI 55.0, strong-up (upgraded from weak-down); 7D +3.26%; 30D +1.40%; 3M -5.02%; -14.46% from 52wk high. 1Y +38.69%, vs SMA200 +3.6% — intact long trend, price back above all three averages with the 20/50/200 clustered inside 2.5%. News pulled 2026-09-18: quote pages only, nothing dated on this week's gain. Stock-events checked: none in this window. Filed-period check unchanged: the newest filed quarter on disk is still ahead of the fundamentals table below, which remains stamped as not yet folded. |
| 2026-09-23 | GOOGL $337.83, RSI 45.1, -1.2% vs SMA20, 30D -2.94%. -3.80% on 2026-09-23 on 1.36x volume to sit exactly on the 200-day (0.0%); 1Y +34.24%, 1Y vs S&P 500 +18.47 pts — deep pullback in an intact trend at its deciding level. Cause unknown: news pulled 2026-09-22, nothing on this move. Stock-events checked: none in the window; Q3 report 10-28. Filed-period check: Q1 2026 (filed 2026-04-30) is still the newest period on disk and still stamped not folded. |
| 2026-09-28 | GOOGL $342.75, RSI 48.8, +0.2% vs SMA20, 30D -1.1%. The long trend remains intact; The newest verified quarter ends 2026-06-30 (filed 2026-07-23); revenue was $119.80B. Against 2025-06-30 revenue of $96.43B, that is +24.2% year over year. The September 28 hosted pull returned five quote pages, not a new issuer event. The $195B–$205B capex guide remains the last verified operating development; the session's move is unassigned. No company event for GOOGL was recorded between September 24 and 28. |
Sources
- News receipt: latest (fetched 2026-09-22) — quote and earnings-archive pages (Morningstar).
- Filed fundamentals: GOOGL{massive/income-statements.json,edgar/key-financials.json}` — newest filed period ends 2026-06-30 (10-Q filed 2026-07-23).
- CNBC, Meta's Muse reignites AI disruption fears (2026-09-23) — checked; concerns other names.
- Scheduled-event check: 2026-10-28-googl-earnings (scheduled); no GOOGL row dated 2026-09-19 to 2026-09-23.
- Macro: CNBC, Fed delivers its first hike in three years (2026-09-16); Bloomberg, US bond-market slide deepens (2026-09-23); Bloomberg, biggest long-bond ETF hits record low (2026-09-23); CNBC, market sees next Fed hike in October (2026-09-23).
- market-pulse — sector-fund and S&P 500 30-day returns, September 23, 2026.
2026-09-28 refresh receipts
2026-09-28 settled-close receipt: *, GOOGL row dated 2026-09-28; tape values above are bound to the current summary fields.
2026-09-28 financial-period check: income-statements and key-financials; newest verified 2026-06-30 period, filed 2026-07-23 (Massive statement / SEC period cross-check).
2026-09-28 news receipt check: latest, fetched 2026-09-28; fresh successful receipt; event-quality review summarized above.
2026-09-28 stock-event scan:
research/stock-events/, no GOOGL row dated 2026-09-24 through 2026-09-28.2026-09-28 captured-follows scan: tweets has 1 September 24–28 document(s) tagging GOOGL.
Retrospective social-search receipt (captured 2026-09-29): 2026-09-29-social-search-googl; quality/attention check only, not a September 28 event or price source.