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 — -23.1% at the close.
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.