Joseph Carlson: GOOGL will rise to $200.00

The window it was checked over

GOOGL closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

Certainly, as does any new competitor to any company. But we don't see any of that weighing on Google today. Even noting the long-term uncertainty that remains with a new competitive dynamic, I still continue to believe that Google is undervalued today. The stock is worth more than $200. Considering the competitive dynamics and the strength that Google has shown in the face of it and the different properties this company owns from Whimo to YouTube to cloud, this company has many tools to grow its earnings, many tools to return a lot of cash flow to shareholders. And I believe this one will eventually get back up above $200 per share. This earnings report should have made investors incrementally more bullish and have a sigh of relief with many of the narratives being shared. Now moving on, we get to news that the haphazard off and onagain way that the tariffs are being implemented is having an impact on both consumers and businesses. Corporate giants shred outlook over tariff uncertainty. The CEOs of American Airlines, PepsiCo, Proctor and Gamble, and many other major US companies warned that shape-shifting tariff threats make it virtually impossible to plan and are spooking consumers. The

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