Alphabet Inc. (Class C) (GOOG) — closed signal from December 20, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 20, 2026.
Predicted vs. what happened
What happened
Reached its target in 45 days.
The thesis — published December 20, 2025
Alphabet could see a short-term rebound over the next 0-3 months. Its price looks beaten down but more buyers are starting to return, so any rise needs confirmation. Cloud sales grew 34% year over year-this fuels demand for AI and cloud services-but new local opposition and higher energy costs for data centers could slow expansion and cause headlines that stall a rally.
Primary drivers
- Strong Google Cloud sales (34% growth) support AI demand
- Price looks oversold but more buyers are coming back
- Local and political hurdles slow data-center growth
- Big-company liquidity can bring buyers into dips
How it played out
GOOG: target reached in 45 days
Lyra published GOOG at 308.61 on 2025-12-20 with a short-term thesis for 12% expected growth. The thesis pointed to Google Cloud sales growth of 34%, a price that looked oversold, returning buyers, possible data-center hurdles, energy costs, and big-company liquidity supporting dips.
Inside the window, GOOG reached the 345.64 target in 45 days. It peaked at 350.15 on 2026-02-03, with a 13.5% peak gain. By 2026-03-20 it ended at 298.79. The thesis played out on the target test, even though the final window price was below publication price.
What happened during the window
On 2025-12-23, Alphabet announced a 4.75 billion dollar deal to acquire Intersect Power, tied to data-center energy needs. On 2026-02-04, Alphabet reported Q4 2025 results, including 113.83 billion dollars in revenue and Google Cloud revenue of 17.66 billion dollars.
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.