Seeking Alpha(@SeekingAlpha):Needham analyst Laura Martin values YouTube standalone at $340B, highlighting major upside for parent $GOOGL. $QQQ Martin's breakdown: Advertising business = $140B Subscription arm = $200B YouTube also enhances Google's main ad offerings and supplies proprietary video data to train Gemini models. Non-GAAP PEG ratio: Alphabet = 2.03 $META = 1.07 Alphabet's revenue growth = 20.05% Meta's revenue growth = faster than Alphabet's Seeking Alpha Quant Rating for Alphabet: Hold. Can YouTube turn Gemini into real monetization?

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Seeking Alpha@SeekingAlpha

2026.10.28 17:14

Needham analyst Laura Martin values YouTube standalone at $340B, highlighting major upside for parent $GOOGL. $QQQ Martin's breakdown: Advertising business = $140B Subscription arm = $200B YouTube also enhances Google's main ad offerings and supplies proprietary video data to train Gemini models. Non-GAAP PEG ratio: Alphabet = 2.03 $META = 1.07 Alphabet's revenue growth = 20.05% Meta's revenue growth = faster than Alphabet's Seeking Alpha Quant Rating for Alphabet: Hold. Can YouTube turn Gemini into real monetization?