Tesla Inc. (TSLA) — closed signal from July 12, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 10, 2025.
Predicted vs. what happened
What happened
Reached its target in 62 days.
The thesis — published July 12, 2025
Tesla dropped 35% in spring but is starting to recover. Buying volume is picking up and a new self-driving taxi test in Austin has renewed excitement. The share price is near its recent average; when buying strength grows, the stock has often risen about 30% in the second half of the year. Still, pressure on profits and rules around self-driving add risk, so we prefer to buy under $307 and aim to sell around $375-380 if AI Day brings good news.
Primary drivers
- Robotaxi launch could open a new customer base before the Aug 8 AI Day.
- Unusually strong trading volume shows more buyers than sellers right now.
- The stock has often gained about 30% in the second half of most years.
- New 4680 batteries may cut costs and support profits during price cuts.
How it played out
TSLA: target reached in 62 days
Lyra published TSLA at $313.51 on 2025-07-12 with expected growth of 22%. The thesis pointed to a recovery after a 35% spring drop, stronger buying volume, a self-driving taxi test in Austin, second-half seasonality, and possible 4680 battery cost support. It also named profit pressure and self-driving rules as risks.
Inside the window, TSLA reached the $382.48 target in 62 days. The peak was $470.75 on 2025-10-02, with a 50.2% peak gain. It ended at $413.49 on 2025-10-10. The published thesis played out.
What happened during the window
On July 23, 2025, Tesla reported second-quarter revenue of $22.5 billion and operating income of $0.9 billion. On October 2, 2025, Tesla reported 497,099 vehicle deliveries for the third quarter.
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.