Updated Nov. 6, 2025 — 16:47 UTC
Live price (intraday)
As of 16:47 UTC, Palantir shares trade at $177.24, roughly ‑5.7% on the day, after opening at $188.00 and ranging between $176.97–$190.94 so far.
Key takeaways
- PLTR is lower today as investors continue to digest this week’s blowout Q3 results alongside valuation worries that surfaced after earnings. Reuters notes Palantir guided Q4 revenue to $1.327–$1.331B and lifted full‑year sales to $4.396–$4.40B following a 63% Y/Y Q3 revenue jump to $1.18B.
- Fresh commercial catalysts today (Nov. 6):
- Palantir and Stagwell (STGW) unveiled an AI marketing platform built on Foundry; Stagwell shares spiked on the news.
- Palantir and Valoriza (Spain) announced a partnership to use AIP/Foundry to unify IoT data and optimize waste and urban services.
- Why the stock is still under pressure: valuation remains the swing factor. Reuters highlighted forward P/E multiples above 200x and noted renewed bearish chatter earlier this week after Michael Burry’s short bet.
- Background: Independent coverage this week also emphasized record metrics (U.S. commercial +121% Y/Y) and a third straight guidance hike.
What happened today (Nov. 6)
1) Two partnership headlines hit before and during the session
- Marketing tech with Stagwell: Palantir and Stagwell announced an “industry‑first” AI and data platform that pairs Palantir Foundry with Stagwell’s Code and Theory orchestration layer and The Marketing Cloud’s datasets. The companies say the MVP already has early client adoption via Stagwell’s Assembly, with broader rollout planned. Stagwell shares jumped in morning trade on the announcement. PR Newswire+1
- Smart‑city/urban services with Valoriza (Spain): A separate release detailed use of Palantir AIP and Foundry to unify real‑time data from IoT waste containers, vehicle fleets, city infrastructure, and workforce systems to improve route efficiency and service quality. The announcement crossed at 06:59 ET.
2) Price action in context
Today’s decline extends the post‑earnings valuation shake‑out seen since Tuesday despite significant beats and a strong outlook. Reuters reported Palantir’s Q4 guide above estimates and reiterated concerns from some market participants about the implied slowdown from ~63% Q3 growth to ~61% in Q4 and still‑lofty multiples.
Earnings & outlook recap (this week)
- Q3 2025: Revenue $1.18B (+63% Y/Y); adjusted EPS $0.21; U.S. commercial +121% Y/Y to $397M.
- Guidance:Q4 revenue $1.327–$1.331B; FY25 revenue $4.396–$4.40B (third straight raise).
Those headline numbers underpin the long‑term bull case, but the valuation overhang is shaping intraday moves. Reuters this week also flagged a forward P/E above 200x, amplifying sensitivity to any hint of deceleration.
Sentiment & setup
- Valuation vs. momentum: Tuesday’s drop came even as results beat across the board, with reports of high‑profile short positions (e.g., Michael Burry) adding to near‑term volatility.
- Commercial expansion narrative: Today’s Stagwell and Valoriza announcements broaden the story beyond defense and government into marketing tech and smart‑city operations, reinforcing Palantir’s push to scale AIP across industries.
What to watch next
- Deal momentum: Watch for additional large commercial wins following this week’s announcements and any follow‑through metrics on AIP adoption. (Today’s Stagwell release mentions MVP adoption already in market.)
- Valuation tolerance: If multiples remain elevated, guidance “beats” may need to stay sizable to support the share price—something multiple outlets flagged this week. Reuters+1
- Counterparty impact: Stagwell’s outsized move today (shares +30% in morning trading) could keep attention on the marketing platform’s revenue potential for Palantir.
Today’s headlines at a glance (Nov. 6, 2025)
- Palantir & Stagwell launch AI marketing platform; MVP live with early client use.
- Palantir & Valoriza partner to use AIP/Foundry across Spanish urban/waste operations; unify IoT and operations data.
- STGW stock pops on partnership (morning move reported around +30%).
- PLTR trades lower intraday as post‑earnings valuation debate continues. (Q3 beat, Q4 guide above estimates earlier this week.)
Bottom line
Palantir is executing (big beats, higher guidance) and broadening into new verticals (marketing tech, smart‑city), but valuation is the fulcrum for near‑term price action. Today’s fresh partnerships expand the commercial TAM narrative, even as shares backtrack intraday while the market recalibrates what level of growth is “enough” at Palantir’s multiples. Reuters+2PR Newswire+2
Disclosure: This article is for information and news purposes only and is not investment advice.
