GOGL34 — Alphabet Inc.
Tecnologia / Publicidade Digital / Cloud / IA|Event Impact Analysisstream
Premissas (2026-04-17)USD mode, FX 4.99
revenue
486.00 USD bn
op_margin
0.31 pct
sbc_rate
0.05 pct
fx
4.99 BRL/USD
multiple_adj
0.00 pct
shares
12.0k MM
Modelo
op_income=revenue * op_margin * 1000=150.2k
ebitda_usd=op_income=150.2k USD MM
ebitda_brl=ebitda_usd * fx=749.4k R$ MM
price_per_bdr=price_per_share / 12=0.01
Valuation
EBITDA Ajustado (DB)
US$ 150.174 MM
Dívida Líquida
US$ 0 MM (DL/EBITDA 0.00x)
Preço Atual
R$ 132.42 Implied EV/EBITDA 2.12x
Stream Price (base)
R$ 132.42
Event Impact | Preço Atual R$ 132.42
Clique em um evento para inspecionar referências e citações.
EventoEsperadoGanhoGanho/Preço
Pendentes (6)
+CAPEX guidance 2027 reduced below US$130 bn — FCF inflection1 ref1 check2027-06+R$ 8.57+6%+
op_margin 0.31 +0.02 → 0.33 pct
+Waymo commercialization — path to US$10 bn+ revenue1 ref2028-12+R$ 6.62+5%+
multiple_adj 0 +0.05 → 0.05 pct
-Apple Safari default search deal loss or renegotiation at lower value1 ref2027-12R$ 4.09-3%+
revenue 486 -15 → 471 USD bn
-DOJ antitrust appeal succeeds — forced breakup of Chrome or AdX2 refs1 check2028-06R$ 5.45-4%+
revenue 486 -20 → 466 USD bn
-AI CAPEX non-monetization — Cloud growth decelerates while CAPEX stays >$150 bn1 ref2027-12R$ 12.86-10%+
op_margin 0.31 -0.03 → 0.28 pct
-Search market share erosion >5pp to ChatGPT/Perplexity1 ref2028-12R$ 13.24-10%+
multiple_adj 0 -0.1 → -0.1 pct