Parsons Corporation (PSN) — closed signal from September 17, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 16, 2025.
Predicted vs. what happened
What happened
Reached 64% of the predicted growth at its peak, without hitting the target.
The thesis — published September 17, 2025
Parsons looks set for near-term strength. Recent price behavior is improving, and buyer interest is picking up. This matches fresh wins: a $13M Indo Pacific nuclear-security task and an $81M U.S. Army radar and AI contract, plus a new Huntsville facility to support growth. With a solid backlog and steady defense demand, these wins could translate into gains over the next 0 to 3 months as steady buying lifts the price.
Primary drivers
- New $13M job in the Indo Pacific to support nuclear security work for the NNSA
- Won $81M U.S. Army contract for radar and AI technology to enhance missions
- Price trend improving, with buying interest picking back up from recent lull
- Large order backlog and steady defense budgets point to continued growth
How it played out
PSN: target missed after an early 11.6% peak
Lyra published PSN at 80.2 on 2025-09-17 with an 18% expected gain over a short-term window. The thesis pointed to improving price behavior, renewed buyer interest, a $13M Indo Pacific nuclear-security task, an $81M U.S. Army radar and artificial intelligence contract, a new Huntsville facility, backlog, and steady defense demand.
Inside the window, PSN rose to 89.5 on 2025-10-09, a peak gain of 11.6%. That stayed below the 94.64 target. It never got there. By 2025-12-16, the stock ended at 61.69. The thesis partially played out early, then missed the target and finished well below the publication price.
What happened during the window
On 2025-12-04, Politico reported that the U.S. Department of Transportation selected Peraton for an air traffic control modernization role. Parsons and IBM had competed for that role.
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.