Palantir Technologies Inc. (NYSE: PLTR) is closing out 2025 as one of the market’s defining AI winners—and one of its most hotly debated valuations. On Wednesday, Dec. 24, 2025, PLTR stock is hovering around $193.84, after trading between $192.41 and $195.02 in early action.
With U.S. markets heading into the holiday stretch, Palantir stock investors are balancing two powerful forces:
- A drumbeat of government and enterprise AI adoption signals, including high-profile defense-related initiatives and international renewals.
- Rising scrutiny of “AI bubble” dynamics and premium multiples, which make the stock sensitive to any slowdown in growth or change in risk appetite.
Below is a full, publication-ready snapshot of today’s key Palantir stock news, the most cited forecasts and technical analysis dated Dec. 24, and what matters most heading into 2026.
PLTR stock today: what the price is saying on Dec. 24, 2025
After a huge run in 2025, Palantir is now trading in a zone that technicians and fundamental analysts are watching closely.
A widely circulated technical note published Dec. 24 highlights a key resistance area around ~$194, with the stock described as rebounding after a sharp post-earnings drawdown earlier in the cycle. That same analysis points to support around ~$150, reflecting where buyers previously stepped in during a pullback. [1]
The same report notes Palantir previously fell from roughly the low-$200s area to the high-$140s during the post-earnings dip, before recovering—an example of how quickly sentiment can swing in this name. [2]
As of today’s trading window (Dec. 24), the live tape shows PLTR still fluctuating just under the psychologically important $200 threshold.
Why Palantir stock stayed in the spotlight through late 2025
Retail demand has been a real force behind PLTR’s momentum
One of the most relevant “stock narrative” pieces heading into year-end comes from Reuters: retail investors have been a growing driver of U.S. equity flows, and AI-linked names—including Palantir—have been among the favorites. Reuters specifically notes Palantir more than doubled in value in 2025, with dip-buying activity persisting even when institutions pulled back over valuation concerns. [3]
Index membership keeps PLTR in the institutional/ETF conversation
Palantir’s inclusion in major benchmarks has mattered for liquidity, passive flows, and visibility. Reuters reported that Palantir was selected to join the S&P 500 in 2024, a milestone that can expand ownership via index-linked funds. [4]
Separately, Investopedia covered Palantir’s Nasdaq-100 inclusion (effective in late 2024), another driver of passive exposure. [5]
The most important Palantir catalysts heading into 2026: contracts and partnerships investors are pricing in
Even when “today’s headline” is about the stock itself, Palantir’s price action has increasingly been tied to whether its AI platform story keeps converting into long-duration revenue—especially in government, defense, and critical infrastructure.
Here are the biggest recent catalysts investors are still digesting as of Dec. 24:
1) U.S. Navy: $448 million “Ship OS” investment using Palantir software
A major U.S. Navy announcement in December disclosed a $448 million investment tied to “Ship OS,” described as a shipbuilding operating system leveraging Palantir’s software to modernize data-heavy shipbuilding workflows and accelerate production. [6]
Why it matters for PLTR stock:
- It reinforces Palantir’s position as a mission-critical government AI/data partner.
- It connects Palantir’s platforms to a highly visible national priority: shipbuilding capacity and readiness. [7]
2) France: three-year renewal with DGSI (domestic intelligence agency)
Palantir announced a three-year renewal with France’s DGSI, extending a partnership that has been in place for years. The release emphasizes the delivery of Palantir’s software platform plus deployment and support services, and references use in major national-event security contexts (including the 2024 Olympics). [8]
Why it matters:
- It supports the “sticky government platform” thesis—renewals and multi-year continuity are especially valued when markets worry about growth durability. [9]
3) U.S. Department of Energy “Genesis Mission”: Palantir listed among AI collaborators
Reuters reported the U.S. Department of Energy signed agreements with multiple organizations for an AI-driven research push, with Palantir expected to provide data integration and analytics capabilities. [10]
Why it matters:
- It positions Palantir alongside major AI infrastructure participants (cloud, chips, frontier model labs), strengthening the “platform layer” narrative. [11]
4) Enterprise AI deployment: Lumen partnership and reported software spend
Reuters also covered a multi-year partnership between Lumen and Palantir aimed at accelerating enterprise AI deployment, noting Bloomberg reported Lumen would spend more than $200 million on Palantir software over several years (while the companies did not confirm financial details in the Reuters piece). [12]
Why it matters:
- It supports the case that Palantir’s AI products are moving beyond pilot projects into scaled commercial rollouts. [13]
Earnings and guidance: the fundamentals investors keep returning to
Palantir’s 2025 rally hasn’t been purely story-driven. The company’s most recent quarterly results and forward outlook remain central to any PLTR stock forecast.
Reuters reported that in Palantir’s Q3 2025 results:
- Revenue reached $1.18 billion, above expectations.
- Palantir guided Q4 sales to roughly $1.327–$1.331 billion (as reported by Reuters).
- The company also raised full-year revenue expectations during 2025 (as covered in the same report). [14]
A separate technical-and-fundamentals analysis published Dec. 24 added more color around what bulls cite most often:
- Strong growth tied to AI adoption and expanding use cases.
- U.S. commercial performance metrics and contract values that some analysts argue justify a premium multiple. [15]
Palantir stock forecast and price targets on Dec. 24, 2025: what analysts and outlets are saying
Because PLTR has become so polarizing, “the forecast” depends heavily on which framework an analyst uses:
- Technical levels (momentum, moving averages, resistance/support)
- Consensus price targets (often slower-moving and sometimes lagging fast rallies)
- Narrative-driven bull/bear cases (AI platform dominance vs. valuation risk)
Forecast 1: Technical analysis focuses on ~$194 as the battleground
A Dec. 24 technical note frames $194 as a key resistance area and suggests the rebound could continue if that level gives way, while still acknowledging broader AI-sector bubble fears as an overhang. [16]
Forecast 2: One-year target calls for downside even after the rally
A widely shared forecast piece dated Dec. 24 sets a one-year price target of $168, describing that as potential downside from current levels, while also listing a broad spread of analyst targets (from very bearish lows to bullish highs). [17]
This matters for Google News/Discover readers because it highlights the core tension in Palantir stock right now: even commentators who like the company sometimes hesitate at the price. [18]
Forecast 3: Consensus targets still skew below the market price
MarketBeat’s displayed snapshot around this period shows a consensus price target near $172.28 alongside a “Hold”-leaning consensus framing. [19]
For investors, that gap between price and consensus target is a signal that:
- Either Wall Street analysts may need to revise targets upward if growth keeps surprising,
- Or the market is already discounting a best-case future and may be vulnerable to a valuation reset if growth cools.
The bull case for PLTR stock entering 2026
The most optimistic Palantir stock narratives tend to center on three points:
1) Palantir is increasingly framed as “AI infrastructure,” not just analytics software
This theme appears repeatedly in late-December analysis: Palantir isn’t merely selling dashboards—it’s positioning its platforms as an operational layer organizations use to deploy AI in real workflows, right now. [20]
2) Government work is long-cycle, sticky revenue—now reinforced by new commitments
Big defense and national-security initiatives (like the Navy Ship OS program) reinforce Palantir’s status in a category where switching costs and mission requirements can be extremely high. [21]
3) International renewals validate durability
The DGSI renewal is a straightforward example of the type of deal investors like during valuation debates: a multi-year extension that supports visibility. [22]
The bear case: why valuation risk keeps showing up in every Palantir analysis
Even bullish observers often acknowledge a problem: PLTR’s multiple leaves little room for error.
A Dec. 24 technical analysis explicitly flags valuation as a drawback for traditional value investors, connecting PLTR’s post-earnings dip partly to broader AI-bubble fear. [23]
And multiple late-December commentary pieces argue the market is demanding decades of exceptional execution at very high margins—an assumption that can break quickly if enterprise AI budgets tighten or results normalize. [24]
At a macro level, Reuters and Investopedia both describe a market heading into 2026 with optimism (earnings growth expectations and easing rates) but with growing risk concerns—especially around crowded AI/tech trades. That matters for Palantir because “high multiple AI leaders” are often the first place traders de-risk when the narrative shifts. [25]
The non-financial risks that can move Palantir stock headlines fast
For Google News and Discover, it’s important to recognize that Palantir is also a company where policy and ethics debates can become market-moving.
Recent reporting has highlighted:
- Palantir’s role in immigration enforcement technology and related controversy. [26]
- Renewed questions in Europe and the UK around security, sovereignty, and the use of U.S. software in sensitive government contexts. [27]
These issues can affect:
- Contract momentum (or procurement delays),
- Public perception,
- Regulatory and political scrutiny—especially in international markets.
What to watch next for Palantir stock: the Dec. 24 checklist
If you’re following PLTR into 2026, these are the most practical, high-signal items traders and long-term investors tend to monitor:
- Q4 execution vs. guidance and the tone of forward commentary (commercial growth, deal sizes, margins). [28]
- Evidence that Ship OS is scaling beyond pilots—watch for deployment scope and follow-on expansions. [29]
- More “platform ecosystem” announcements like DOE collaborations and enterprise partnerships. [30]
- Any shift in AI market sentiment (risk-on vs. risk-off): Reuters and Investopedia both flag AI as a key 2026 swing factor for the broader market. [31]
- Price behavior around the ~$194–$200 zone, which multiple technical commentaries frame as a pivotal area. [32]
Bottom line for Dec. 24, 2025
Palantir stock is entering 2026 with rare momentum, a growing list of government and enterprise AI initiatives, and a market narrative that increasingly treats the company as part of “core AI infrastructure.” [33]
At the same time, the valuation debate isn’t going away—especially in a market where even bullish 2026 outlooks come with warnings about overheated AI trades and elevated expectations. [34]
For PLTR holders and watchers, that sets up a clear 2026 reality: execution—and the market’s appetite for paying premium multiples—will matter as much as the next contract win.
References
1. m.au.investing.com, 2. m.au.investing.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.investopedia.com, 6. www.navy.mil, 7. www.navy.mil, 8. www.businesswire.com, 9. www.businesswire.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. m.au.investing.com, 16. m.au.investing.com, 17. 247wallst.com, 18. 247wallst.com, 19. www.marketbeat.com, 20. www.marketbeat.com, 21. www.navy.mil, 22. www.businesswire.com, 23. m.au.investing.com, 24. 247wallst.com, 25. www.reuters.com, 26. www.washingtonpost.com, 27. www.theguardian.com, 28. www.reuters.com, 29. www.navy.mil, 30. www.reuters.com, 31. www.reuters.com, 32. m.au.investing.com, 33. www.navy.mil, 34. m.au.investing.com
