Amazon.com, Inc. (AMZN) — closed signal from October 31, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 29, 2026 — -2.4% at the close.
Predicted vs. what happened
What happened
Reached 24% of the predicted growth at its peak, without hitting the target.
The thesis — published October 31, 2025
After earnings, Amazon looks stronger. AWS (its cloud unit) grew revenue 20% compared to last year, and lots more people are buying the stock than usual. News highlighted a 10% jump and a better outlook for the cloud, which could extend interest over the next 0-3 months as AI demand builds. Expect some back-and-forth; buy small dips and add if gains continue, while keeping losses small if excitement cools.
Primary drivers
- Amazon's AWS cloud business is speeding up again after a slower stretch
- Shares are trending well after earnings, with interest likely to carry on
- Trading activity is much heavier than usual, meaning more buyers stepping in
- Growing demand from AI projects should lift cloud usage and related profits
How it played out
AMZN: target was not reached
Lyra published AMZN at $247.66 on 2025-10-31 with an 18% expected gain and a $292.24 target. The thesis pointed to AWS revenue growth of 20% compared to last year, stronger trading after earnings, heavier trading activity, and cloud demand tied to artificial intelligence projects.
Inside the window, AMZN peaked at $258.60 on 2025-11-03, a 4.4% gain. That stayed below the $292.24 target. It never got there. The window ended on 2026-01-29 at $241.73. The thesis partly played out early, but it missed the target.
What happened during the window
On 2025-11-03, OpenAI announced a 7-year, $38 billion cloud computing agreement with Amazon Web Services. On 2025-11-24, Amazon said it would invest $50 billion to expand artificial intelligence and high-performance computing infrastructure for U.S. government cloud customers.
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.