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← @lorenzobolsa

$GOOG

BEARISH2026-07-22
Price around the call
↓ 2026-07-22
By horizonMaturing · ~17 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-07-22

$GOOG 🚨 Alphabet volvió a superar las expectativas. • Ingresos: US$119.800M (+24%) • Google Cloud: +82% • Search: +17% • YouTube: +13% Sin embargo, la acción cae en el after porque la compañía elevó su guía de CapEx para 2026 a US$195.000-205.000M, muy por encima del nivel anterior. El EPS de US$9,11 estuvo fuertemente impulsado por ganancias no realizadas sobre inversiones, por lo que no refleja únicamente el desempeño del negocio operativo. El mercado no cuestiona el negocio. Sigue preguntándose cuándo esas enormes inversiones en IA empezarán a reflejarse en mayores beneficios y se pregunta si no se estaran pasando de rosca... es la primera vez que Google tiene FCF negativo! 👇

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