Palantir Technologies Inc. (PLTR) — closed signal from July 16, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 14, 2025.
Predicted vs. what happened
What happened
Reached its target in 20 days.
The thesis — published July 16, 2025
On July 16 a respected bank that had been negative on Palantir finally changed its mind and said the stock could rise, which pushed many hesitant investors to start buying. The share price is picking up speed before the August 6 earnings call, when leaders plan to highlight a growing backlog of work tied to their artificial-intelligence tools. Early news of new military contracts is also lifting the mood. If the price climbs above $155, analysts think it could reach $175, about 15 percent higher, within three months, though the stock already trades at 16 times its yearly sales, which limits enthusiasm.
Primary drivers
- Upgrade from Mizuho makes short sellers rethink their negative views.
- Strong buying and rising speed in the share price signal a change in trend.
- Aug 6 earnings should show how fast customers are signing up for AI tools.
- Recent U.S. defense and U.K. health deals give clearer line of sight to growth.
How it played out
PLTR: target reached in 20 days
Lyra published PLTR on July 16 at $151.13 for a short-term window ending October 14. The thesis expected 15 percent growth. It pointed to a Mizuho upgrade, stronger buying, the August 6 earnings setup, defense and U.K. health deals, and the risk that valuation at 16 times yearly sales limited enthusiasm.
Inside the window, the stock reached the $173.79 target in 20 days. It later peaked at $190 on August 12, with a 25.7 percent gain. By October 14 it ended at $179.74, still above the target. The published thesis played out.
What happened during the window
On July 31, 2025, the U.S. Army awarded Palantir an enterprise agreement worth up to $10 billion over ten years. On August 4, 2025, Palantir reported second-quarter revenue of $1 billion, up 48 percent year over year, and raised its full-year revenue outlook.
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.