Alphabet Inc. (Class A) (GOOGL) — closed signal from October 24, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 22, 2026.
Predicted vs. what happened
What happened
Reached its target in 27 days.
The thesis — published October 24, 2025
Earnings arrive next week, making this an important moment for Alphabet. Investors want proof that Google can turn its AI work into real money. Reports say Google may provide Anthropic with up to one million custom AI chips, strengthening Google Cloud and its hardware story. If interest rates are cut soon, big tech often benefits. If results and AI plans land well, the stock could push to new recent highs; if not, it may slip.
Primary drivers
- Earnings next week could reshape views on growth and profit health
- Supplying many AI chips to Anthropic would strengthen Google Cloud
- An expected rate cut can lift valuations for large, steady tech
- Short-term price momentum looks better, drawing more investor interest
How it played out
GOOGL: target reached in 27 days
Lyra published GOOGL at 258.05 on 2025-10-24 with an expected gain of 18%. The thesis pointed to earnings the next week, proof that Google could turn artificial intelligence work into real money, a possible Anthropic chip supply deal, expected rate cuts, and better short-term price momentum.
Inside the window, the stock reached the 304.30 target in 27 days. It kept rising to a 340.49 peak on 2026-01-13, a 31.9% gain. By 2026-01-22, it ended at 330.54. The published thesis played out, and the price went beyond the target.
What happened during the window
On 2025-10-24, Anthropic announced an expanded Google Cloud deal that gave it access to up to one million Google TPUs. On 2025-10-29, Alphabet reported Q3 2025 revenue of $102.3 billion, its first quarter above $100 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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