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BUYSIDERS

Home of the BuysideThursday, October 29, 2026 · Vol. I No. 5buysidersgroup.com
Alphabet Q3 2026: Growth Is No Longer Free
Alphabet delivered its fastest revenue growth in five years and its stock fell more than 10% after hours. Both facts came from the same quarter.
Markets

Alphabet Q3 2026: Growth Is No Longer Free

The revenue acceleration shows demand for Alphabet’s core services remains robust, which supports confidence in its long-term cash flow generation. However, the double-digit share decline signals that investors are pricing in higher cost pressures or growth slowdown, a caution for funds considering exposure to large-cap tech equities.

Revenue reached $127.58 billion, up 25% year over year, the fastest pace since 2021.

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