Palantir Technologies Inc. (PLTR) — closed signal from October 31, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 29, 2026.
Predicted vs. what happened
What happened
Reached 10% of the predicted growth at its peak, without hitting the target.
The thesis — published October 31, 2025
Palantir's stock has been strong, with lots more people buying than usual. U.S. commercial sales rose 54% compared to last year. Ongoing excitement around AI and positive media talk help demand, and working with NVIDIA supports faster AI rollouts. Because the financials still look stretched, we prefer buying small on brief dips and adding if strength continues, aiming for progress over the next 0-3 months.
Primary drivers
- More customers are adopting Palantir's AI tools, especially AIP
- Stock strength backed by lots more buyers than usual
- U.S. sales up 54% compared to last year
- Good news coverage keeps interest and buying active
How it played out
PLTR: thesis missed after a brief 3% peak
Lyra published PLTR at $201.53 on 2025-10-31 with a short-term thesis for 30% growth. The target was $261.98. The thesis pointed to stronger adoption of Palantir's artificial intelligence tools, heavy buyer interest, U.S. sales up 54% compared to last year, and good news coverage keeping interest active.
Inside the window, the stock reached its high quickly but only rose to $207.52 on 2025-11-03. That was a 3% peak gain, and it stayed below the target. By 2026-01-29, PLTR ended at $151.86. The thesis did not play out.
What happened during the window
On Nov. 3, 2025, Palantir reported third-quarter revenue of $1.18 billion and raised its full-year revenue forecast to between $4.396 billion and $4.4 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.