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.
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.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.