Alphabet Inc. (Class C) (GOOG) — closed signal from October 25, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 23, 2026.
Predicted vs. what happened
What happened
Reached its target in 30 days.
The thesis — published October 25, 2025
Alphabet's setup looks positive: the price trend is up, the recent average price points higher, and lots more people are buying than usual, often a sign big investors are interested. UBS notes cloud spending looks steady and healthy. Anthropic plans to use a very large number of Google chips, likely lifting Google Cloud demand. If the market stays friendly, consider buying near $256-$262 and add after a close above recent highs to keep risk in check.
Primary drivers
- Price is trending upward, and the recent average price agrees
- UBS reports company cloud budgets look steady and healthy overall
- Anthropic plans huge use of Google chips, lifting Google Cloud demand
- More buying than usual points to strong interest from large investors
How it played out
GOOG: target reached in 30 days
Lyra published GOOG at $260.34 on 2025-10-25 with an 18% expected gain. The thesis pointed to an upward price trend, a recent average price moving higher, heavier buying than usual, steady cloud spending noted by UBS, and Anthropic's planned use of Google chips as a possible lift for Google Cloud demand.
Inside the window, GOOG reached the $307 target in 30 days. The peak was $341.17 on 2026-01-13, a 31% gain. It ended the window at $328.43. The thesis played out, and the price stayed above the target at the close.
What happened during the window
On 2025-10-29, Alphabet reported third-quarter revenue of $102.35 billion, its first quarter above $100 billion. Google Cloud revenue was $15.16 billion. On 2026-01-12, Apple announced that Google's Gemini models and cloud technology would support future Apple Intelligence features, including a more personalized Siri.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.