Palantir Technologies Inc. (PLTR) — closed signal from September 13, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 12, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published September 13, 2025
Palantir is a market favorite with strong momentum, but the price looks stretched, so patience helps. News highlighted Oracle's long-term orders jumping 359%, and one firm sees Palantir's business sales up 103%, pointing to rising demand for AI data tools. Over the next 0-3 months, big-company demand and partnerships could keep it going if it holds recent levels; a rich price and insider selling remain key risks.
Primary drivers
- Business sales are speeding up as more companies sign new deals
- Oracle's jump in long-term orders hints at more data work for partners
- Momentum is strong, but the price looks stretched in the short term
- Shares look expensive, and recent selling by company insiders adds risk
How it played out
PLTR: thesis rose but stayed below target
Lyra published PLTR at $171.43 for a short-term window from 2025-09-13 to 2025-12-12. The thesis expected 24% growth and pointed to faster business sales, Oracle's long-term orders, strong momentum, and demand for artificial intelligence data tools. It also said the price looked stretched, with insider selling as a risk.
The stock rose to $207.52 on 2025-11-03, a 21.1% peak gain. That was close, but it stayed below the $212.57 target. It never got there. PLTR ended the window at $183.57. The thesis partially played out, because the move was strong but the published target was missed.
What happened during the window
On November 3, 2025, Palantir reported third-quarter revenue of $1.18 billion and adjusted earnings per share of $0.21, according to MarketWatch. The same report said Palantir raised its full-year revenue forecast to about $4.40 billion.
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.