In its Q2 2026 investor letter, Vulcan Value Partners highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor.
Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence
On July 30, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $333.68 per share, reflecting a market capitalization of $4.08 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -6.32%, while its shares gained 75.67% over the past 52 weeks. Vulcan Value Partners stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor update: “Alphabet Inc. (NASDAQ:GOOG) delivered robust results during the first quarter.
Core Google Search revenue accelerated to 19%, the fastest growth in 16 quarters. AI continues to be an expansionary moment for search as search queries are at an all-time high. Google Cloud revenue growth accelerated to 63%, the fastest growth rate it has ever reported.