(SEO): Palantir stock (NASDAQ: PLTR) heads into Dec. 14, 2025 after a volatile week, with the U.S. Navy’s ShipOS initiative (up to $448M), a new “Chain Reaction” AI-infrastructure platform with Nvidia and CenterPoint, and a lawsuit targeting a rival startup shaping near-term sentiment. Here’s the latest news, guidance, and analyst outlook.
Palantir Technologies Inc. (NASDAQ: PLTR) is ending the week in the spotlight again—this time for a rare combination of big-ticket U.S. defense modernization, AI infrastructure software partnerships, and a high-profile legal escalation that underscores how valuable talent and data have become in the enterprise AI arms race.
Because today is Sunday, Dec. 14, 2025, U.S. markets are closed. Palantir last closed on Friday, Dec. 12, 2025 at $183.57, down 2.12% on the day. [1] That close leaves the stock still holding onto a massive run over the last year, but the last several weeks have also shown how quickly momentum can reverse when expectations (and valuation) are already stretched.
Below is a comprehensive roundup of the major news, forecasts, and market analyses in circulation as of Dec. 14, 2025—and what they imply for Palantir stock into early 2026.
Palantir stock snapshot (as of Dec. 14, 2025)
Here are the key “where things stand” numbers investors are using as a baseline heading into the second half of December:
- Last close (Dec. 12): $183.57 [2]
- Market cap: about $437.53B [3]
- Valuation (approx.): trailing P/E ~399, forward P/E ~199, P/S ~111 [4]
- 52-week change:+153% [5]
- Short interest:~1.99% of shares outstanding (low vs many “story” stocks) [6]
- Next estimated earnings date:Feb. 2, 2026 (after market close) [7]
That valuation stack matters: Palantir is priced like a company that can keep converting AI demand into sustained hypergrowth, with only limited room for execution mistakes.
The headline driving the defense narrative: U.S. Navy ShipOS (up to $448 million)
The most market-moving Palantir news in the past week is the U.S. Navy’s Shipbuilding Operating System initiative—“ShipOS”—with funding “up to” $448 million. [8]
What ShipOS is (and why it matters for PLTR):
- The Navy’s plan is to deploy Palantir’s Foundry and Artificial Intelligence Platform (AIP) across the Maritime Industrial Base to modernize shipbuilding and ship repair workflows. [9]
- The program is managed through the Maritime Industrial Base Program in collaboration with NAVSEA, with an emphasis on aggregating data across ERP systems, legacy databases, and operational sources to find bottlenecks and improve planning/risk mitigation. [10]
The “proof points” that grabbed attention:
- In pilot deployments, the Navy and Palantir pointed to dramatic cycle-time reductions, including submarine schedule planning at General Dynamics Electric Boat dropping from 160 manual hours to under 10 minutes, and material review times at Portsmouth Naval Shipyard shrinking from weeks to under one hour. [11]
Scope and rollout:
- Palantir’s press release says ShipOS will initially be deployed across two major shipbuilders, three public shipyards, and 100 suppliers. [12]
- The Navy also framed early focus on the Submarine Industrial Base, with potential broader expansion to surface ship programs over time. [13]
Why Wall Street cares:
ShipOS is exactly the type of contract investors believe can keep Palantir’s government segment compounding—while also strengthening Palantir’s positioning as a “default” operating layer for complex, security-sensitive organizations.
Investor’s Business Daily highlighted the deal and cited analyst commentary suggesting ShipOS could be larger than prior flagship defense efforts and potentially expand beyond submarines. [14]
AI infrastructure angle: “Chain Reaction” with Nvidia and CenterPoint Energy
Palantir is also pushing hard into the “AI buildout” constraint: power, compute, supply chains, and permitting.
What was announced
On Dec. 4, Palantir unveiled Chain Reaction, positioning it as an operating system for American AI infrastructure, with founding partners including CenterPoint Energy and NVIDIA. [15]
The pitch is straightforward: the limiting factor for AI isn’t just models anymore—it’s the ability to build and operate the physical systems (data centers, grid upgrades, energy generation) fast enough. [16]
Why it matters for PLTR stock
Reuters reported the partners are building a platform meant to help coordinate permitting, supply chain, and construction challenges for AI data centers—projects that can draw electricity at “small city” scale. [17]
The Business Wire release adds detail on the intended outcomes: stabilizing and expanding the grid, accelerating new generation/transmission/compute capacity, and streamlining AI infrastructure installations by combining Palantir AIP/Ontology with NVIDIA’s models and accelerated computing stack. [18]
In stock terms: this is Palantir trying to widen its total addressable market into energy + infrastructure execution, while keeping NVIDIA close as the “compute layer” partner—an association investors often reward.
Commercial expansion (and a headline that’s more brand than revenue): Edge AI for rodeo
Another recent Palantir release shows how aggressively the company is marketing AIP and computer vision beyond classic defense/industrial use cases.
On Dec. 5, Palantir announced a new initiative with TWG AI and NVIDIA supporting Teton Ridge to bring real-time AI and computer vision into rodeo broadcasts and athlete performance analytics. [19]
The release emphasizes:
- Running on NVIDIA edge infrastructure (including Holoscan and RTX PRO 6000 Blackwell Server Edition GPUs) to process data locally rather than pushing everything to the cloud. [20]
- Use cases like faster broadcast analysis, athlete training insights, and scaling content volume/quality. [21]
For investors, this category of announcement tends to land in one of two ways:
- Bull case: proof Palantir can repeatedly “productize” AI workflows across industries.
- Bear case: flashy PR that may not move near-term revenue enough to justify valuation.
Either way, these releases feed the narrative that Palantir isn’t just selling analytics software—it’s selling “operating systems” for complex environments.
Manufacturing and national security: L3Harris partnership shows “AIP in production”
In a separate defense-industrial thread, Axios reported that an L3Harris–Palantir partnership is producing “significant improvement” in night-vision goggle production, with decision cycles shrinking from days/weeks to hours in some cases. [22]
Axios also notes L3Harris disclosed a $263 million contract in January for continued Enhanced Night Vision Goggle-Binocular production, adding financial context to why operational efficiency matters. [23]
This kind of story supports Palantir’s thesis that AI isn’t only about chatbots or models—it’s about turning messy operational data into faster industrial output, particularly in constrained U.S. defense supply chains.
Legal overhang: Palantir escalates lawsuit involving Percepta
Alongside the bullish contract headlines, Palantir also has a very different kind of news cycle: litigation.
The Wall Street Journal reported that Palantir escalated legal action against Percepta, alleging a wide effort to poach employees and clients and misuse confidential data, naming Percepta’s CEO and other former Palantir personnel. [24]
Yahoo Finance also reported on Palantir’s claims in a revised complaint that Percepta executives improperly poached employees and referenced alleged misconduct involving proprietary materials. [25]
From a stock perspective, this legal fight is more than drama:
- It highlights how valuable Palantir believes its internal know-how and customer relationships are.
- It also introduces uncertainty—legal disputes can distract leadership, carry reputational risk, and create unpredictable outcomes.
The fundamentals that set the tone: Q3 results, AI demand, and raised guidance
Even with ShipOS and NVIDIA headlines, the backbone of the PLTR bull case remains: rapid growth + profitability + expanding deal sizes, especially in U.S. commercial.
From Palantir’s Q3 2025 earnings release filed with the SEC (Exhibit 99.1):
- Palantir reported Q3 results for the quarter ended Sept. 30, 2025 and highlighted U.S. commercial revenue growth of 121% year-over-year and total revenue growth of 63% year-over-year. [26]
Reuters summarized key guidance points:
- Q4 revenue forecast of $1.327B to $1.331B (above analyst estimates cited by Reuters),
- FY 2025 revenue guidance raised to $4.396B to $4.40B,
- Q3 revenue of about $1.18B and EPS that beat expectations. [27]
Nasdaq’s write-up also reiterated the Q3 revenue and guidance ranges. [28]
The message investors took away: Palantir is not only growing fast—it’s guiding higher, and doing so in a market that increasingly wants to see AI translate into hard dollars.
Forecasts and analyst outlook: why price targets are all over the map
Consensus view: “Hold,” with targets below the current price
A MarketBeat filing-style roundup published today (Dec. 14) states analysts have a consensus “Hold” rating on PLTR, with a consensus target price around $172.28 (as presented by MarketBeat). [29]
That’s notable because Palantir’s last close was $183.57. [30]
In other words: even after the Navy and NVIDIA headlines, parts of Wall Street still see the stock as priced ahead of itself.
The bullish outliers: “trillion-dollar path” framing
Palantir also has prominent bulls. MarketScreener summarized commentary attributed to Wedbush framing Palantir as on a “golden path” toward a trillion-dollar market cap in coming years. [31]
This split—cautious consensus vs. aggressive bull targets—is typical of “category winner” stocks trading at extreme multiples. The debate is less about whether Palantir has strong products, and more about how much of the future is already priced in.
The macro risk investors keep circling: “AI trade” volatility and valuation skepticism
Palantir isn’t trading in isolation. It’s part of the broader AI complex, and that complex has shown renewed sensitivity to valuation.
Reuters reported on Dec. 12 that AI-related stocks were rattled by developments around Oracle and Broadcom, reviving “AI bubble” chatter even as many investors remain optimistic about long-term AI prospects. [32]
Separately, Reuters Breakingviews recently used Palantir as an example in a broader argument about short sellers becoming “endangered,” noting CEO Alex Karp had criticized well-known skeptics (including Michael Burry and Andrew Left) who targeted Palantir’s valuation earlier in November. [33]
For PLTR holders, this is the crux:
- If AI spending remains durable, Palantir can keep compounding bookings and revenue.
- If the market rotates away from high-multiple AI winners, Palantir’s valuation leaves it exposed to sharper drawdowns—even if business execution stays solid.
Institutional activity: a reminder that not everyone is chasing upside
One smaller—but very current—headline: MarketBeat reported that Nikko Asset Management Americas reduced its stake in Palantir during Q2 (as described in the filing summary MarketBeat published on Dec. 14). [34]
This doesn’t automatically signal a fundamental problem (institutions rebalance for many reasons), but it’s part of the daily tape: even in “must-own” momentum names, there are large holders trimming.
What to watch next for Palantir stock (PLTR) into early 2026
With Dec. 14 as the reference point, here are the catalysts and fault lines most likely to matter over the next 6–10 weeks:
- ShipOS execution and expansion clues
Investors will watch for evidence the Navy initiative expands beyond the initial footprint (shipbuilders, shipyards, suppliers) and becomes a repeatable “playbook” across programs. [35] - Commercial momentum: can U.S. commercial stay in triple digits?
Q3’s U.S. commercial growth rate set a very high bar. [36] - Any update to the NVIDIA partnership narrative
“Chain Reaction” is ambitious; investors will want customer adoption signals, not just partner logos. [37] - Legal developments in the Percepta case
Lawsuits can escalate quickly in AI/tech, and headlines can swing sentiment even without immediate financial impact. [38] - Next earnings date (early February) and guidance credibility
Palantir’s next estimated earnings date is Feb. 2, 2026. [39] - Valuation tolerance in the broader market
If markets keep rewarding “AI operating system” winners, Palantir can remain buoyant. If not, high-multiple leaders can get repriced fast. [40]
Bottom line
As of Dec. 14, 2025, Palantir stock is being pulled by three forces at once:
- Bullish fuel: a marquee U.S. Navy ShipOS initiative up to $448M and continuing validation that Palantir’s software can compress timelines in mission-critical supply chains. [41]
- Narrative expansion: “Chain Reaction” with NVIDIA and CenterPoint positions Palantir as a software layer for the physical AI buildout—data centers, grid upgrades, and infrastructure execution. [42]
- Reality checks: very high valuation metrics, ongoing “AI trade” volatility, and a legal escalation against a rival that keeps Palantir in headlines for reasons beyond revenue. [43]
That combination is precisely why PLTR remains one of the most widely discussed—and hotly debated—stocks going into 2026.
References
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