Palantir Technologies Inc. (NYSE: PLTR) ended Monday’s session with only a small price move, but under the surface the story is anything but quiet. After the bell on December 8, 2025, traders are weighing blockbuster AI growth, rich new partnerships, aggressive insider selling and sharply divided forecasts as they position for the December 9 market open.
Below is a concise, Google‑News‑ready wrap of what happened to Palantir stock after the bell on Dec. 8 and what investors should know before trading resumes on Tuesday.
1. PLTR price action on December 8, 2025 – regular session and after hours
Regular session
- Close: Palantir stock finished Monday around $181.49 per share, down about 0.15% from Friday’s close near $181.76. Intraday, the stock traded roughly between $179–$184, reflecting modest profit‑taking after last week’s rebound. [1]
- Recent trend: Despite the quiet day, Palantir remains up well over 140% year‑to‑date and more than 150% over the past 12 months, according to performance data highlighted by 24/7 Wall St. [2]
- 52‑week range & size: The shares continue to trade near the upper end of their range, with a 52‑week high around $207.52 and a low near $63.40, implying a market cap of roughly $430+ billion—extraordinary for a company that generated under $4 billion of revenue over the last year. TechStock²+1
After-hours move
- As of around 5:30 p.m. Eastern on December 8, PLTR was quoted near $181.88 in after‑hours trading, up about 0.2% from the regular‑session close, according to Public.com’s extended‑hours data. [3]
- The tiny after‑hours uptick signals that, for now, the new headlines are nudging sentiment but not sending the stock meaningfully higher or lower.
Valuation snapshot heading into December 9
- MarketBeat’s latest institutional snapshot pegs Palantir’s price/earnings ratio at roughly 430x, with a PEG ratio above 7 and a 12‑month high near $207.52. The stock’s 50‑day moving average sits around $179 and the 200‑day around $162, placing Monday’s close only marginally above short‑term support. [4]
- TS2 Tech’s pre‑market rundown earlier in the day noted that Palantir’s trailing P/E is “above 400” and flagged the name as a short‑term “buy candidate” based on positive technical signals—but with clearly stretched valuation. TechStock²
In short: price action is calm, valuation is not.
2. Business momentum: Q3 numbers still powering the bull case
Even after Monday’s tiny dip, the bulls can still point to one central fact: Palantir’s core business is on fire.
Explosive Q3 2025 growth
Recent coverage from 24/7 Wall St. and TS2 Tech has repeatedly emphasized Palantir’s Q3 2025 earnings beat, which is still the backbone of the bull thesis: [5]
- Revenue: About $1.18 billion, up ~63% year‑over‑year.
- U.S. commercial: Around $397 million, +121% YoY, making the commercial side the key growth engine.
- Government revenue: Roughly $486 million, +~52% YoY, showing the defense and national security franchise is still robust.
- Profitability: Adjusted EPS of $0.21, beating consensus (~$0.17). The company reported Rule‑of‑40 metrics above 110 and adjusted operating margins around 50%, with net income in the hundreds of millions and cash around $6.4 billion.
Management also raised full‑year 2025 revenue guidance to about $4.4 billion and projected another beat for Q4, citing intense demand for its Artificial Intelligence Platform (AIP). TechStock²+1
These numbers are why:
- Zacks currently assigns Palantir a Rank #2 (Buy), highlighting it as a beneficiary of the broader AI and “rate‑cut optimism” trade. [6]
- Multiple analysts still see Palantir as one of the clearest pure‑play AI software winners of this cycle, even as they warn about lofty expectations.
3. New AI deals and partnerships investors are digesting
Alongside earnings, fresh AI partnerships are driving the fundamental story—though not yet the share price—into Monday night.
3.1 “Chain Reaction”: building American AI infrastructure
A key narrative this week is Palantir’s new “Chain Reaction” initiative with NVIDIA and CenterPoint Energy:
- The initiative aims to be an “operating system” for AI data centers, coordinating permitting, grid upgrades, supply chains and construction for massive, power‑hungry AI facilities. TechStock²+1
- December 8 coverage via TS2 Tech, citing Insider Monkey and Palantir’s own releases, frames Chain Reaction as a potential solution to one of AI’s biggest bottlenecks: physical infrastructure and power, not algorithms. TechStock²+1
If Chain Reaction gains traction, it reinforces Palantir’s role as a core software layer for the AI economy, not just a government analytics vendor.
3.2 TWG AI, NVIDIA and Teton Ridge: AI in rodeo (yes, really)
Another standout headline is Palantir’s collaboration with TWG AI, NVIDIA and Teton Ridge:
- A Business Wire/Investing.com summary notes the companies are bringing real‑time AI and computer vision to professional rodeo, using Foundry and AIP to analyze rides and races from years of historical data. [7]
- The system runs on NVIDIA’s Holoscan platform and on‑site GPUs, delivering instant performance insights for athletes, better animal‑care data and richer broadcast and sponsorship experiences. [8]
It sounds niche, but it showcases Palantir’s push into sports and entertainment, and underscores how its AI stack can be dropped into almost any high‑data environment.
3.3 TWG, xAI and the financial sector
These newer deals build on a broader TWG–Palantir relationship:
- Earlier this year, Reuters reported a $15 billion AI venture spearheaded by TWG Global that pairs Palantir and Elon Musk’s xAI to build a financial‑data analytics platform for banks and insurers. [9]
For investors, the through‑line is clear: Palantir is embedding itself across defense, finance, infrastructure and now even sports media—often alongside top‑tier partners like NVIDIA and xAI.
4. Big money vs insiders: who’s buying, who’s selling PLTR?
The other major theme in Monday’s coverage is who is on each side of the trade.
4.1 Institutions keep accumulating
A fresh MarketBeat report on December 8 highlights continued institutional accumulation: [10]
- Natixis boosted its Palantir stake by 77% in Q2, adding 308,340 shares to bring its holdings to over 707,000 shares worth about $96 million.
- Other big players—including CalPERS, Bank of Nova Scotia, and Cerity Partners—also increased positions, helping drive institutional ownership to about 45–46% of shares outstanding.
TS2’s roundup summarizes the takeaway: “Big money is still buying dips and building positions.” TechStock²
4.2 Ark Invest trims … but stays heavily exposed
On the flip side, celebrity investors are ringing the register:
- A widely shared 24/7 Wall St. piece on December 8 notes that Cathie Wood’s Ark Invest has been steadily trimming its Palantir stake, selling hundreds of millions of dollars’ worth of stock this year, though PLTR remains a core holding in ARKK. [11]
- The Economic Times reports that Ark’s allocation to Palantir has fallen to roughly 3% of assets, down from 5–7% earlier in 2025, after a December 4 sale of about 355,000 shares and earlier disposals in January and July. [12]
At the same time, CEO Alex Karp and other insiders have been selling:
- The Economic Times tallies Karp’s sale of roughly 585,000 shares worth about $96 million in late November, while MarketBeat notes total insider sales over the last three months topping 1 million shares worth around $168 million. [13]
4.3 Michael Burry’s puts and bubble warnings
Adding drama, Michael Burry – famous for “The Big Short” – has put options on roughly 5 million Palantir shares, according to Economic Times coverage synthesizing recent regulatory filings and trading‑desk chatter. [14]
Other recent articles summarized by TS2 and Nasdaq highlight that:
- Some bearish analysts liken Palantir’s valuation to dot‑com era “bubble” stocks, noting a price‑to‑sales ratio near or above 100x—well beyond where many past high‑growth leaders ultimately peaked. TechStock²+1
In short, institutions are still buying, but insiders and some high‑profile investors are clearly taking chips off the table.
5. Forecasts as of December 8: how high (or low) could Palantir go?
Monday’s news cycle also brought a fresh wave of long‑term forecasts and price targets.
5.1 Wall Street consensus: “Hold” with modest upside
MarketBeat’s December 8 snapshot of analyst sentiment shows: [15]
- Rating: Consensus “Hold.”
- Breakdown: Roughly 4 Buy, 18 Hold and 2 Sell recommendations.
- Average 12‑month target: Around $172–$188, depending on the data set, implying only low‑ to mid‑single‑digit upside from the ~$181 closing price.
- Target range: Lows near $50 (notably from RBC’s long‑standing bear case) and highs around $255, reflecting extreme disagreement over fair value. TechStock²+1
5.2 24/7 Wall St.: great business, limited upside
A detailed 24/7 Wall St. forecast piece dated December 8 goes further, modeling Palantir’s fundamentals out to 2030: [16]
- Their 2025 price target:$120, implying roughly 30–35% downside over the next year even assuming solid revenue growth.
- 2030 scenario: Revenue above $8 billion, net income approaching $3 billion and EPS of around $1.27, yet a 2030 price target of about $192—only 5–6% above today’s level.
The message from that camp: Palantir may be a phenomenal business, but much of the long‑term optimism already looks “priced in.”
5.3 Growth forecasts: revenue could triple – but at what multiple?
A Nasdaq‑hosted article from Motley Fool on December 7 argues that Palantir could more than triple revenue within five years: [17]
- Analysts expect revenue to grow at about 44% annually from 2024 to 2027, reaching ~$8.5 billion—already nearly triple 2024’s ~$2.9 billion.
- Extrapolating a slower 20% CAGR beyond 2027, the article models potential revenue of ~$14.7 billion by 2030.
- The catch: at a market cap around $400+ billion, Palantir trades at roughly 90–100x this year’s sales, which the author says could “limit near‑term gains” even if the growth story plays out. [18]
5.4 AI‑generated forecasts and bubble scenarios
TS2 Tech also highlights:
- An AI‑generated forecast (via Finbold and Indonesian outlet Pintu) that sees a weighted outcome around $225 per share by year‑end 2025, with a bullish scenario as high as $260–$310 and a bearish case down in the $140–$170 range. TechStock²
- A separate Nasdaq/Motley Fool piece arguing that Palantir is one of “two seemingly unstoppable AI stocks that could plunge up to 96%” if sentiment turns, citing RBC analyst Rishi Jaluria’s $50 target and estimating effective downside over 70% from current prices. TechStock²+1
The common thread: there is no consensus on what Palantir is “worth”. Reasonable, data‑driven models currently span everything from deep downside to significant further upside.
6. Soft factors: Alex Karp’s “Neurodivergent Fellowship” and culture narrative
Not all of Monday’s Palantir headlines were about numbers.
Business Insider reports that Palantir has launched a “Neurodivergent Fellowship”, a hiring program aimed at applicants who identify with CEO Alex Karp’s restless, rapid‑thinking style, offering pay between $110,000 and $200,000 with final interviews conducted by Karp himself. [19]
The fellowship follows a viral video of Karp unable to sit still during an on‑stage interview, and Palantir explicitly says it is “not a diversity initiative” but a recruitment pathway for exceptional neurodivergent talent. [20]
While not directly a stock catalyst, it reinforces Palantir’s unconventional culture and founder‑driven story, which many long‑term bulls see as a moat—and some critics see as a risk.
7. What to watch before the market opens on December 9, 2025
Putting it all together, here are the key things traders and investors may want to watch on Tuesday morning:
7.1 Price levels and technical context
- Short‑term support: With the 50‑day moving average around $179–$180, any early‑morning drop towards that level will test whether dip‑buyers remain as active as they were in late November. [21]
- Resistance: On the upside, prior peaks near $190–$200 and the 52‑week high around $207.52 remain the obvious resistance band if AI enthusiasm spikes again. TechStock²+1
Short‑term traders will be watching whether Monday’s small after‑hours bounce holds, or whether a new wave of profit‑taking hits at the open.
7.2 Macro calendar and the Fed
- Broader market coverage from TS2 and Zacks emphasizes that U.S. stocks are heading into a pivotal week dominated by the Federal Reserve’s final 2025 policy meeting on December 10, with futures markets heavily pricing another rate cut. TechStock²+2Nasdaq+2
- High‑multiple AI names like Palantir tend to be extremely sensitive to rate expectations. A hawkish surprise—or even a “cut with cautious guidance”—could hit valuations, while a dovish stance could further fuel risk‑on trades.
7.3 News flow on AI partnerships and sector peers
- Any additional commentary around Chain Reaction, TWG/Teton Ridge, Northslope, or FTAI Aviation could help investors gauge how much incremental revenue these initiatives may realistically produce over the next few years. [22]
- Moves in peer AI names like Nvidia, AppLovin and other “AI darlings” — several of which also have fresh December 8–9 headlines — may influence sentiment toward Palantir given how tightly these stocks have traded together in 2025. TechStock²+1
7.4 Flow data: Ark trades, insider filings, and options positioning
- With Ark Invest continuing to trim but not exit, new daily trade disclosures could sway short‑term sentiment if selling accelerates—or if Ark starts buying back into weakness. [23]
- Investors will also be watching for any new Form 4 filings from Palantir executives and large shareholders after last month’s sizable insider sales. [24]
- Options activity around Burry’s put positions and overall implied volatility in PLTR may provide clues about how aggressively the market is hedging into the Fed meeting and year‑end. [25]
7.5 Time horizon: trader vs long‑term investor
- Short‑term traders face a classic high‑volatility, high‑expectation setup: strong fundamentals, stretched multiples, and news‑driven flows. Small macro or sector surprises could move the stock by double digits in either direction.
- Long‑term investors are confronted with a simpler—but harder—question:
- Are you comfortable owning a company growing 40–60% a year that already trades at 90–100x current‑year sales and 400x earnings, knowing even excellent execution might only justify today’s price rather than dramatically exceed it? [26]
Nothing in this article is financial advice; Palantir has become a textbook “battleground stock”, and position sizing and risk management matter as much as the underlying thesis.
8. Bottom line
Heading into the December 9, 2025 open, three points stand out:
- The business is exceptional. Q3 numbers and new AI partnerships with NVIDIA, TWG, Teton Ridge and others reinforce Palantir’s status as a core infrastructure player in the AI economy, not just a government contractor. [27]
- The valuation is extreme. With a P/E north of 400 and P/S over 100, many forecasts—including 24/7 Wall St.’s 2025–2030 model—see limited upside (or even downside) from here, despite strong growth. [28]
- The market is deeply split. Institutions like Natixis are adding shares, while Cathie Wood trims, executives sell and Michael Burry shorts via puts. Analysts’ targets stretch from $50 on the low end to $255+ (and AI‑generated scenarios even higher), underscoring just how uncertain Palantir’s next leg really is. [29]
For traders, that mix promises ongoing volatility around Tuesday’s open. For longer‑term investors, it’s a reminder that even the best stories can become dangerous when the price assumes perfection.
References
1. stockanalysis.com, 2. 247wallst.com, 3. public.com, 4. www.marketbeat.com, 5. 247wallst.com, 6. www.nasdaq.com, 7. uk.investing.com, 8. uk.investing.com, 9. www.reuters.com, 10. www.marketbeat.com, 11. 247wallst.com, 12. m.economictimes.com, 13. m.economictimes.com, 14. m.economictimes.com, 15. www.marketbeat.com, 16. 247wallst.com, 17. www.nasdaq.com, 18. www.nasdaq.com, 19. www.businessinsider.com, 20. www.businessinsider.com, 21. www.marketbeat.com, 22. uk.investing.com, 23. m.economictimes.com, 24. www.marketbeat.com, 25. m.economictimes.com, 26. www.nasdaq.com, 27. 247wallst.com, 28. 247wallst.com, 29. www.marketbeat.com
