Alphabet Inc. Class C (GOOG) — closed signal from October 19, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 17, 2026.
Predicted vs. what happened
What happened
Reached its target in 29 days.
The thesis — published October 19, 2025
Alphabet benefits from ads coming back, people spending more time on YouTube, and Google Cloud moving toward steady profits, which can lift overall earnings. The price has been holding in a healthy pause even if some price signals are not strong. Competition in AI is heating up, but adding AI into Search and Workspace can bring in money soon. Over the next few months, buying small dips could work as costs ease and new launches build.
Primary drivers
- Ads are rebounding and people watch more YouTube, improving results mix
- Cloud is getting closer to steady profits, helping overall margins
- Healthy recent price trend alongside stronger-than-usual trading activity
- Adding AI to Search and other tools can turn heavy use into revenue
How it played out
GOOG: target reached in 29 days
Lyra published GOOG at $253.62 on 2025-10-19 with a short-term thesis for 16% growth. The thesis pointed to ads coming back, more time spent on YouTube, Google Cloud moving toward steady profits, a healthy recent price trend, stronger-than-usual trading activity, and adding artificial intelligence into Search and other tools to bring in revenue.
Inside the window, GOOG reached the $294.01 target in 29 days. The peak was $341.17 on 2026-01-13, with a 34.5% gain at the high. It ended the window at $330.34. The published thesis played out, and the stock moved well past the target before the window closed.
What happened during the window
On 2025-10-29, Alphabet reported Q3 2025 revenue of $102.3 billion, its first quarter above $100 billion. The same report said Google Cloud revenue was $15.16 billion and Search and Other revenue was $56.57 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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