Alphabet Inc. Class A (GOOGL) — closed signal from November 12, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 10, 2026.
Predicted vs. what happened
What happened
Reached its target in 13 days.
The thesis — published November 12, 2025
Alphabet looks strong: the trend is up, the recent average price is rising, and there is lots more buying than usual. New 15-year clean-power deals, including a 100 MW solar contract with Treaty Oak, help run more data centers for AI, which can boost Cloud and AI revenue. In a generally positive market, consider buying small 1-2 percent dips and adding if price nears recent highs on strong trading; ad and regulatory risks remain.
Primary drivers
- Uptrend in price, with strength and the recent average price pointing higher.
- New solar power deal helps fuel AI data centers while cutting energy risks.
- Investors are upbeat, and long-term AI demand may lift sales and profits.
- Ad spending can swing, and government rules could create pressure.
How it played out
GOOGL: target reached in 13 days
Lyra published GOOGL on 2025-11-12 at 286.77 with expected growth of 14% and a 326.71 target. The thesis pointed to an uptrend, a rising recent average price, heavier than usual buying, new clean-power deals for data centers tied to artificial intelligence demand, upbeat investors, and risks from ads and government rules.
Inside the window, the stock reached the target in 13 days. It later peaked at 349 on 2026-02-03, with a 21.7% gain. By 2026-02-10 it ended at 318.58, below the target but still above the publication price. The published thesis played out.
What happened during the window
On 2026-02-04, Alphabet reported that annual revenue topped $400 billion for the first time. The same report said Google Cloud reached a $70 billion run rate in 2025 and YouTube annual revenue moved beyond $60 billion across ads and subscriptions.
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.