--- title: "Alphabet seen as cheapest mega-cap tech stock despite sector rally" type: "News" locale: "en" url: "https://longbridge.com/en/news/287156003.md" description: "Alphabet is considered the most attractive mega-cap tech stock despite high valuations in the sector. Analysts also see potential in Microsoft and Oracle due to AI growth and lower earnings multiples. The tech sector has experienced positive earnings estimate revisions for over a year." datetime: "2026-05-21T04:25:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287156003.md) - [en](https://longbridge.com/en/news/287156003.md) - [zh-HK](https://longbridge.com/zh-HK/news/287156003.md) --- # Alphabet seen as cheapest mega-cap tech stock despite sector rally Alphabet's value edge: Despite high valuations across the Magnificent Seven, Alphabet is viewed as offering the most attractive long-term price point. Microsoft and Oracle appeal: Analysts see upside in Microsoft and Oracle, citing AI growth momentum and comparatively lower earnings multiples. Tech sector backdrop: Technology has been among sectors with positive earnings estimate revisions for over a year. ### Related Stocks - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [XSW.US](https://longbridge.com/en/quote/XSW.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md) - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) ## Related News & Research - [Microsoft Stock Is a Buy as Its AI Business’ Annual Revenue Run Rate Swells](https://longbridge.com/en/news/286451364.md) - [Dubai Holding collaborates with Microsoft to integrate AI into core of its operations](https://longbridge.com/en/news/286761090.md) - [Billionaire investor Bill Ackman reveals new bets on Microsoft](https://longbridge.com/en/news/286541331.md) - [Gamco Investors Boosts Microsoft Stake, Adding 7,757 Shares](https://longbridge.com/en/news/286630699.md) - [3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now.](https://longbridge.com/en/news/286947824.md)