Palantir Stock Today (PLTR): Price, News and Analysis for November 18, 2025

Palantir Technologies’ share price is under pressure again today as investors wrestle with sky‑high valuations, growing “AI bubble” fears, and a wave of mixed institutional and analyst signals—even as the company’s underlying business continues to fire on all cylinders. ^[1]

Key Takeaways for November 18, 2025

Palantir stock is trading in the mid‑$160s today, down roughly 2–3% versus Monday’s close, and almost 20% below its all‑time high above $207 set earlier this month. ^[2]
Despite the pullback, PLTR is still up around 130% year to date, making it one of 2025’s standout AI winners. ^[3]
Valuation is the central issue: recent pieces highlight price‑to‑sales ratios above 100x and trailing P/E multiples in the hundreds, with some estimates even higher, fueling fears that AI leaders like Palantir are priced for perfection. ^[4]
Big‑name investors are split: Michael Burry has massive put positions against PLTR, and Stanley Druckenmiller’s Duquesne Family Office has exited its stake, while Vanguard and other institutions have been adding shares. ^[5]
Analysts raised price targets after blockbuster Q3 results, but most remain Neutral/Hold, citing the same valuation concerns that are driving today’s volatility. ^[6]

Palantir Stock Price Today: How PLTR Is Trading on November 18, 2025

As of today’s trading on November 18, 2025, Palantir (ticker: PLTR) is changing hands around $167 per share, down roughly 2–3% on the session. Intraday, the stock has ranged between about $165.7 and $171.2, with volume already topping 20 million shares, pointing to another active day for this high‑beta AI name. ^[7]

That slide adds to a multi‑day pullback: over the past week, Palantir has fallen roughly 10% from levels around the mid‑$180s, and is now almost 20% below its early‑November record high near $207.5. ^[8] Even after this correction, however, the stock remains up well over 100% in 2025, with several sources pegging its year‑to‑date gain at roughly 130–185% depending on the exact start date used. ^[9]

In other words: PLTR is no longer at peak euphoria levels, but it’s still priced like an elite AI winner—and the market is debating whether that premium is justified.

What’s Driving Palantir Lower Today?

1. AI Bubble Fears and “Sky‑High” Valuation

A central theme in today’s coverage is that Palantir’s fundamentals are excellent, but its valuation terrifies a growing number of investors.

A 24/7 Wall St. piece titled “Even Winning Investors Are Tired of PLTR Stock” notes that Palantir has dropped about 10% over the last five trading days, even after a blockbuster year, and highlights a trailing P/E near 1,700x and price‑to‑sales around 105x on some measures—numbers that dwarf the already‑expensive broader tech sector. ^[10]
MarketMinute’s deep dive “Palantir’s Extended Losses Signal Broader AI Market Correction” reiterates that PLTR trades at roughly 120x revenue and a P/E in the 400s, emphasizing that even strong earnings can’t fully offset fears that the share price already bakes in many years of hyper‑growth. ^[11]
A NAi500 analysis comparing Palantir to Nvidia points out that Palantir’s forward P/E is above 230x, versus around 40x for Nvidia, arguing that the software company’s multiple leaves it more exposed to sentiment swings. ^[12]

Taken together, today’s articles paint PLTR as the poster child for AI exuberance: a business that might deserve a premium, but whose current multiples leave almost no room for disappointment.

2. A Tech‑Wide Risk‑Off Move

Today’s weakness in Palantir is also happening against the backdrop of a broader tech and AI sell‑off.

A MarketMinute macro piece, “Market Reels on November 18, 2025,” describes a significant global equity pullback today, with the Nasdaq and S&P 500 both under pressure as investors rotate out of richly valued tech names amid worries about stretched AI valuations and fading hopes for aggressive Fed rate cuts. ^[13]

In that context, Palantir is exactly the sort of name investors are de‑risking: a high‑beta, AI‑exposed stock that has massively outperformed over the past year and now sits on a lofty multiple.

3. Big‑Name Skeptics: Michael Burry and Stanley Druckenmiller

If you wanted symbols for the “smart money turning cautious” theme, you got two big ones:

Michael Burry (of The Big Short fame) has built huge put option positions against both Palantir and Nvidia. According to a November 4 report, his Scion Asset Management held puts on 5 million Palantir shares (about $912 million notional) and 1 million Nvidia shares, effectively betting on a sizeable pullback in leading AI names. ^[14]
Stanley Druckenmiller’s Duquesne Family Office has completely exited its Palantir stake. A new Nasdaq‑hosted Motley Fool article notes that Duquesne sold its roughly 770,000 PLTR shares during the latest reported quarter, while reallocating capital to three cheaper “Magnificent Seven” names that use AI as a tool rather than being priced primarily as pure‑play AI stories. ^[15]

These moves don’t mean Palantir’s business is broken—but they do reinforce the narrative that high‑profile pros are questioning the upside from today’s valuation.

4. Shifting Retail Sentiment and Insider Selling

That same 24/7 Wall St. article argues that even many winning retail investors are showing signs of “AI fatigue”, pointing to more cautious and even bearish commentary on platforms like Reddit and X. ^[16]

At the same time, MarketBeat’s institutional ownership data show:

Insiders have sold roughly 1.5 million shares over the last 90 days, worth about $230+ million, and now own around 12.9% of the company. ^[17]

That doesn’t prove anything sinister—executives diversify all the time—but heavy insider selling alongside a steep run‑up in the stock and rising valuation anxiety is a tough combination for sentiment.

Under the Hood: Palantir’s Business Still Looks Exceptional

The irony in today’s action is that fundamentally, Palantir has rarely looked stronger.

Blockbuster Q3 Performance

Across multiple reports and Palantir’s own disclosures, the key Q3 2025 numbers are consistently impressive:

Revenue grew about 63% year over year to ~$1.18 billion, smashing consensus estimates around $1.09 billion. ^[18]
U.S. commercial revenue surged 121% versus the prior year, while government revenue also grew strongly. ^[19]
Palantir delivered adjusted EPS of $0.21, up more than 100% year over year and ahead of the roughly $0.17 analysts expected. ^[20]
The company reported a Rule of 40 score around 114, putting it near the very top of large enterprise software peers. ^[21]
Management raised full‑year 2025 revenue guidance to roughly $4.396–$4.40 billion and reiterated that the company expects GAAP operating profit and net income every quarter. ^[22]

A bullish TipRanks article, “‘A Surprise No Longer,’ Says Top Investor About Palantir Stock,” points out that Palantir keeps posting “world‑beating numbers,” with multi‑year compounding across both commercial and government segments. But it also notes that this very consistency may be why the market now expects perfection. ^[23]

Institutional Demand Is Still Strong

On the buy side, big funds continue to accumulate shares:

MarketBeat reports that Vanguard Group increased its Palantir stake by 3.6% in Q2, adding 7.19 million shares to bring its total to about 205.7 million PLTR shares—roughly 8.7% ownership, valued around $28 billion, making Palantir its 26th‑largest holding. ^[24]
Another MarketBeat alert today notes that United Advisor Group LLC lifted its position by 4.2%, now holding just over 90,000 shares (about $12.3 million) and making PLTR its sixth‑largest holding. ^[25]
Across these filings, institutions like Invesco and Goldman Sachs have also meaningfully boosted their stakes, bringing institutional ownership to around 45–46% of the float. ^[26]

So while some star managers are heading for the exits, broad institutional appetite for Palantir remains robust.

Wall Street’s View Today: Price Targets Up, Ratings Still Cautious

An Insider Monkey roundup this morning highlights a fascinating split between analyst admiration for the business and caution on the stock:

DA Davidson raised its price target from $170 to $215 on November 5, calling Palantir “the best story in all of software” thanks to “parabolic U.S. demand for AI solutions,” yet still rated the stock Neutral due to valuation. ^[27]
Cantor Fitzgerald lifted its target from $155 to $198, likewise praising Palantir’s unique AI positioning but keeping a Neutral rating because PLTR trades at roughly five times the valuation of its infrastructure‑software coverage universe. ^[28]

MarketBeat’s aggregate data show:

5 Buy ratings, 17 Holds and 2 Sells, for an overall consensus of “Hold.”
An average price target around $172, only modestly above where the stock trades today. ^[29]

That mix fits the tone of today’s commentary: analysts broadly agree Palantir is a top‑tier AI company, but they’re hesitant to recommend aggressive buying after such a massive run and at current multiples.

Competition Heats Up: Databricks and the Rest of the AI Pack

Another November 18 headline zeroes in on Palantir’s competitive landscape, particularly the rise of Databricks:

A Stocktwits News piece notes that Databricks is reportedly seeking a new funding round that could value it north of $130 billion, up roughly 30% from a prior round that valued the company at more than $100 billion. ^[30]
Citron Research, in a short‑seller report earlier this year, described Databricks as Palantir’s “most significant threat”, arguing that its economics look more like classic software while Palantir’s valuation already assumes long‑term dominance. ^[31]
Databricks has surpassed a $4 billion revenue run‑rate with year‑over‑year growth above 50% and counts over 15,000 customers, including more than 60% of the Fortune 500—figures that underscore how crowded the enterprise AI and data‑platform race has become. ^[32]

For Palantir, this matters because part of the bull case rests on its perceived uniqueness. As high‑growth peers like Databricks approach or exceed mega‑cap valuations in private markets, today’s skeptics argue that Palantir’s premium may be harder to defend.

Today’s Palantir Headlines: From AI Bubble Talk to CEO Politics

Beyond valuations and earnings, several other November 18 stories are shaping the narrative:

“Palantir’s Extended Losses Signal Broader AI Market Correction” frames PLTR’s decline as a symbol of a sector‑wide reset, suggesting a “healthy correction” that may weed out weaker AI names while forcing investors to focus on profitability and cash flow. ^[33]
24/7 Wall St.’s “Even Winning Investors Are Tired of PLTR Stock” argues that retail sentiment is tiring at current valuation levels, with only 4 of 25 analysts recommending the stock as a Buy. ^[34]
A Motley Fool / Nasdaq column, “Prediction: 1 Dirt Cheap Warren Buffett Stock That Will Be Worth More Than Palantir By 2030,” compares Palantir’s lofty multiple to more reasonably valued names like UnitedHealth, suggesting investors consider rotating from PLTR into cheaper compounders. ^[35]
CounterPunch’s “Targeting Palantir and Nvidia: Profits, Prophets and Overvalued AI Stocks” takes a more critical angle, tying Burry’s big short against PLTR to broader social and ethical critiques of Palantir’s government and surveillance work. ^[36]
NAI500’s “Palantir’s Financial Report May Contain Hidden Clues—What Should Nvidia Investors Be Wary Of?” uses Palantir’s post‑earnings drop as a cautionary tale for Nvidia investors: even great results may not save a stock trading on extreme multiples. ^[37]
A New York Post profile on Alex Karp, “Why eccentric Palantir CEO Alex Karp feels ‘left by the left’,” focuses more on politics and the company’s role in defense but notes that Palantir’s stock nearly quadrupled after the 2024 U.S. election, underscoring how tightly the name is tied to macro and geopolitical narratives. ^[38]

Altogether, today’s coverage reinforces a simple story: Palantir sits at the center of the AI boom, the AI backlash, and the AI valuation debate—all at once.

Is Palantir Stock a Buy, Sell, or Hold After Today’s Drop?

Nothing in today’s news changes the basic bull vs. bear framing that has followed Palantir throughout 2025:

The Bull Case (Summarized)

Explosive growth in revenue, especially U.S. commercial (up ~121% year over year). ^[39]
Sustained GAAP profitability and best‑in‑class Rule of 40 metrics. ^[40]
Deep moats in government and critical infrastructure, plus rapidly scaling enterprise AI via AIP, Foundry and Gotham. ^[41]
Ongoing institutional accumulation led by giants like Vanguard and other asset managers. ^[42]
Rising analyst price targets into the high‑$100s and low‑$200s, even if ratings remain neutral. ^[43]

The Bear (or Cautious) Case

Valuation remains extreme by almost any metric—P/S north of 100x in some frameworks and P/E multiples hundreds of times earnings—with several analysts and commentators explicitly comparing PLTR to late‑stage dot‑com multiples. ^[44]
High‑profile skeptics (Burry, Druckenmiller, Citron) see Palantir as one of the most vulnerable names if the AI trade unwinds, and they have backed that view with real capital. ^[45]
Insider selling and shifting retail sentiment generate a perception—fair or not—that the “easy money” in PLTR might already be behind it. ^[46]
Competition from Databricks and other AI platforms could pressure Palantir’s growth narrative if customers see credible alternatives with more traditional software economics. ^[47]

How Today’s Setup May Appeal to Different Investors

This is general market commentary, not personalized financial advice. Always do your own research or consult a licensed advisor before making investment decisions.

Short‑term traders may see today’s weakness as either:
- A continuation of a momentum break from early‑November highs, or
- A potential “buy the dip” setup if they believe the AI correction is temporary and PLTR will bounce with any macro easing. ^[48]
Long‑term growth investors who already own PLTR face a tougher question:
you’re sitting on a name with exceptional fundamentals but stretched valuation and rising macro risk. Many analysts’ “Hold” stance essentially mirrors: great company, tougher risk/reward from here.
Value‑oriented or cautious investors may prefer to watch from the sidelines for now, looking for:
- Either a deeper price reset,
- Or more evidence that growth can continue at current levels long enough to “grow into” today’s valuation.

Given today’s mix of strong business momentum, rising competition, and intensifying scrutiny of AI valuations, Palantir remains one of the market’s most fascinating—and polarizing—stocks to watch.

What's Going on With Palantir Stock? | PLTR Stock Analysis