Track record · closed signal

Alphabet Inc Class C (GOOG) — closed signal from March 17, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 15, 2026 — +20.1% at the close.

Predicted vs. what happened

GOOG price · publication thesis → realized outcomesplit-adjusted
$305.55 Published $351.38 Target $367.11 Window close $404.44 Peak
$300.00 – $307.00Entry zone — fair-value band
$305.55Published — price the day we called it
$351.38Target — the price the thesis aimed for
$404.44Peak — highest point inside the window, not a realized return
$367.11Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 43 days.

At window close
+20.1%
realized, from the publication price to the last close inside the window
Peak gain
+32.4%
peak, from the publication price — not a realized return
S&P 500, same window
+12.8%
SPY over the identical days, dividend-adjusted
Window close
$367.11
last close inside the window, ended June 15, 2026
Peak price
$404.44
peak on May 18, 2026 — not a realized return
Days to target
43

The thesis — published March 17, 2026

Predicted growth
+15%
over the measurement window
Target price
$351.38
the price the thesis aimed for
Entry zone
$300.00 – $307.00
the fair-value band we waited for
Price at publication
$305.55
published March 17, 2026
Confidence
83%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

GOOG is an easy way to own the companies behind AI and cloud spending without paying extra for hype. The stock is trading near a likely buying area, and recent news about cooling equipment and carbon-removal commitments suggests more data-center building to support AI. Over the next 0-3 months the story leans on steady search revenue, cloud growth, and careful capital use.

Primary drivers

  • Search and cloud profits fund ongoing AI investment
  • Cooling and infrastructure news points to more data-center work
  • Price is close to a cleaner buying area than many big tech names
  • Size and cash flow help limit downside risk

How it played out

GOOG: target reached in 43 days

Lyra published a 15% growth thesis from $305.55 over 0-3 months. The thesis pointed to search and cloud profits funding artificial intelligence investment, more data-center work signaled by cooling and infrastructure news, a cleaner buying area, and size and cash flow as downside support.

GOOG reached the $351.38 target in 43 days. It peaked at $404.44 on May 18, a 32.4% gain, then ended the window at $367.11. The end price remained above the target. The published thesis played out and exceeded its stated price objective inside the measurement window.

What happened during the window

On April 29, Alphabet reported its first-quarter 2026 results. On June 1, it announced a proposed equity capital raise to expand infrastructure and computing capacity.

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.