Palantir Technologies Inc. (PLTR) — closed signal from November 9, 2025
Partial Published before the outcome was known, scored automatically when the window closed on February 7, 2026.
Predicted vs. what happened
What happened
Reached 39% of the predicted growth at its peak, without hitting the target.
The thesis — published November 9, 2025
Palantir moves around a lot, and after a big climb it is cooling off. Recent news shows sales in Q3 rose 63% versus last year, showing its AI tools are turning interest into real dollars, though the stock still looks pricey. Many traders have been selling lately, which can set up a better buy-in. But we want proof of buyers returning, especially with noisy headlines still shaking markets.
Primary drivers
- Q3 sales rose 63% from last year, showing faster demand for Palantir's AI
- Recent selling pressure may offer a friendlier entry for long-term buyers
- Seen as a front-runner in AI software, which could keep attracting customers
- Price is rich, so easing in over time can lower regret if swings continue
How it played out
PLTR: target missed after an 11.8% peak gain
Lyra published PLTR on 2025-11-09 at $177.93, with 30% expected growth. The thesis pointed to Q3 sales up 63% from last year, demand for artificial intelligence software, recent selling pressure, and the need to see buyers return because the stock still looked pricey.
Inside the window, PLTR rose to $198.88 on 2025-12-22. That was an 11.8% peak gain, but it stayed below the $231.31 target. It never got there. By 2026-02-07, the stock ended at $135.90. The thesis partially played out on the initial rise, then missed on the target and finish.
What happened during the window
On 2026-02-03, MarketWatch reported that Palantir had announced fourth-quarter 2025 revenue of $1.41 billion, up 70% from a year earlier. The article also reported $507 million in U.S. commercial revenue and $570 million in U.S. government revenue.
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.