Alphabet Inc. (Class A) (GOOGL) — closed signal from November 19, 2025
Near target Published before the outcome was known, scored automatically when the window closed on February 17, 2026 — +1% at the close.
Predicted vs. what happened
What happened
Came within reach: 93% of the predicted growth at its peak, just short of the target.
The thesis — published November 19, 2025
Alphabet's recent dip fits a buy-the-dip approach. The recent average price is still trending up, and short-term signs suggest a bounce could be near even if a slower signal has not turned yet. New Google Cloud deals with OpenText and Smarsh strengthen AI, security, and compliance tools. With strong cash and steady ads, a slow 3-month climb toward past highs looks reasonable as investor mood steadies.
Primary drivers
- Recent average price rising; short-term signals look washed out
- New cloud and security partnerships expand the customer base
- Strong cash and steady ad business support stability
- Big, trusted company that many investors like to buy on dips
How it played out
GOOGL: thesis rose but never reached the target
Lyra published GOOGL on 2025-11-19 at 299.13, with expected growth of 18% toward 352.74. The thesis pointed to a recent dip, a rising recent average price, washed-out short-term signals, new Google Cloud and security partnerships, strong cash, steady ads, and investor interest in buying a large trusted company on dips.
Inside the window, GOOGL peaked at 349 on 2026-02-03, for a 16.7% gain. That was close, but it stayed below 352.74. It never got there. The signal ended at 302.02 on 2026-02-17. Verdict: the thesis partially played out, but the published target was missed.
What happened during the window
On 2025-12-23, TechRadar reported that Alphabet had agreed to buy Intersect Power for $4.75 billion. On 2026-02-04, The Guardian reported Alphabet's fourth-quarter results, including $113.83 billion in revenue and $34.5 billion in profit.
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.