Palantir Technologies Inc. (PLTR) — closed signal from July 15, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 13, 2025 — +18.8% at the close.
Predicted vs. what happened
What happened
Reached its target in 21 days.
The thesis — published July 15, 2025
PLTR shot up 36% in July and now sits about 14% above its recent average price, so it may pause or slip before moving again. A new rule lets the firm buy the chips it needs for its AI systems, clearing a major hurdle. Its list of signed-but-not-yet-delivered deals is still climbing more than 40%. Buying during dips near $145 aims for $170, but swings could be large because basic financial strength is still modest. Investors should size positions carefully.
Primary drivers
- Relaxed chip export rules should speed up Palantirs AI platform rollouts worldwide.
- Commercial sales now pass 50% of revenue, and the order backlog climbs about 40% yearly.
- Share momentum is perfect, yet average fundamentals mean sharp pullbacks can happen.
- Large funds bought roughly triple their usual volume, giving the stock medium-term support.
How it played out
PLTR: target reached in 21 days
Lyra published PLTR at $149.15 on July 15, 2025, with an expected gain of 18%. The thesis pointed to relaxed chip export rules for artificial intelligence systems, commercial sales above 50% of revenue, signed but not yet delivered deals climbing more than 40%, strong share momentum, and large-fund buying. It also warned that swings could be large.
Inside the window, PLTR reached the $176 target in 21 days. The peak was $190 on August 12, with a peak gain of 27.4%. It ended the window on October 13 at $177.21, still above the target. The thesis played out.
What happened during the window
On August 4, 2025, Palantir reported second-quarter revenue of $1 billion and adjusted earnings of 16 cents per share. Business Insider also reported that the U.S. Space Force awarded Palantir a $218 million delivery order and raised the Maven Smart System spending ceiling to $795 million.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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