Palantir Technologies Inc. (NASDAQ: PLTR) snapped its losing streak on Monday, with the stock rebounding nearly 5% as investors rotated back into high‑growth AI names on hopes for lower interest rates and on the back of fresh contract and regulatory wins. At the same time, new headlines about billionaire exits, insider selling and political scrutiny kept the debate around Palantir’s sky‑high valuation very much alive. [1]
Palantir stock price today: how PLTR traded on November 24, 2025
Palantir shares traded in a wide band on Monday, roughly between $155 and $163, before finishing the regular session around $162.5, a gain of just under 5% on the day compared with Friday’s close near $154.9. [2]
That bounce:
- Lifted Palantir’s market capitalization to roughly $380–400 billion, making it one of the world’s largest pure‑play software names. [3]
- Left the stock still a bit over 20% below its early‑November record high around $207.5 per share. [4]
- Came on volume of about 17 million shares, noticeably lower than the recent average daily volume above 80 million, suggesting a solid relief rally rather than a full‑blown melt‑up. [5]
Even after this month’s pullback, Palantir remains one of the market’s biggest AI winners: over the past three years the stock has surged around 2,000%, according to analysis of billionaire Stanley Druckenmiller’s portfolio changes. [6]
Today’s key Palantir headlines at a glance (November 24, 2025)
A surprisingly dense news flow hit PLTR today. Here are the most relevant stories investors are digesting:
- Broad tech rally lifts PLTR:
Benzinga reports that Palantir is trading higher alongside a strong rebound in large‑cap tech as falling bond yields and renewed expectations for a December Fed rate cut boost appetite for long‑duration, growth‑heavy stocks. [7] - Burry puts, Karp share sales and Q3 beats still frame the narrative:
The same Benzinga piece notes that Palantir’s November pullback followed news that “Big Short” investor Michael Burry disclosed put positions against the stock, while CEO Alex Karp and other insiders filed plans to sell hundreds of millions of dollars’ worth of shares. That selling came despite Palantir’s Q3 earnings beat and upgraded guidance earlier this month. [8] - Druckenmiller exits Palantir on valuation grounds:
A widely shared article on CoinCentral explains that billionaire Stanley Druckenmiller has completely exited Nvidia, Palantir and Eli Lilly over the past year, rotating capital into Alphabet and Meta — which he views as cheaper ways to play AI after huge runs in the original winners. [9] - Australia opens up: IRAP PROTECTED certification achieved
TipRanks/TheFly report that Palantir has achieved IRAP PROTECTED status under Australia’s Information Security Registered Assessors Program. This clearance allows Australian government agencies and regulated organizations to use Palantir Foundry and its AI Platform (AIP), potentially broadening Palantir’s public‑sector footprint in the region. [10] - Major UK partnership expanded with PwC:
A new multi‑year, multi‑million‑pound alliance between PwC UK and Palantir was announced last week and is still being digested by markets. The expanded partnership designates the two firms as preferred AI transformation partners in the UK, building on their work together on projects such as the NHS Federated Data Platform. [11] - JD Vance, Peter Thiel and “Palantir problem” headlines:
A story syndicated on Somos Hermanos and coverage on Political Wire highlight growing privacy and surveillance concerns around Palantir’s tools inside parts of the Trump–Vance political coalition, driven in part by Vice President JD Vance’s long‑standing ties to Palantir co‑founder Peter Thiel and the company’s expanding government work. [12] - Institutional investors add exposure…
MarketBeat instant alerts show AlphaCore Capital LLC boosting its position in Palantir and Global Retirement Partners LLC establishing a new 68,088‑share stake (about $9.3 million at the time of filing). Institutional investors and hedge funds now own roughly 46% of Palantir’s shares. [13] - …but insider selling remains elevated:
The same MarketBeat filings note that insiders have sold more than 150,000 shares worth nearly $24 million over the last quarter, with several executives trimming positions after the big run‑up. [14] - Mixed opinion pieces on Palantir’s future value:
- 24/7 Wall St. published a fresh PLTR price prediction and forecast for 2025–2030, underscoring both the upside scenario and the extreme volatility surrounding the stock. [15]
- A Motley Fool article, reproduced via Finviz, argues that Salesforce is more likely than Palantir to become a $1 trillion company by 2035, noting that Salesforce generates roughly 10x Palantir’s revenue despite having a far smaller market cap. [16]
- Another Motley Fool/partner piece describes Palantir as one of the best AI stocks to hold for the next five years, citing its sticky customer relationships and expanding addressable market. [17]
- Technical and insider‑risk warnings from Investor’s Business Daily:
A new Investor’s Business Daily piece, surfaced via Yahoo Finance, flags “more insider selling” and a sagging technical picture, describing PLTR as extended after its massive AI‑driven rally even though it remains above longer‑term support levels. [18]
Together, these headlines explain why PLTR rallied today yet remains one of the most hotly debated stocks in the market.
Macro tailwind: rate‑cut hopes help high‑growth AI names
Monday’s rally in Palantir didn’t happen in isolation. Large‑cap tech stocks broadly moved higher as Treasury yields slipped and traders once again priced in a potential Fed rate cut in December, easing pressure on richly valued “long‑duration” equities whose cash flows lie far in the future. [19]
Benzinga notes that Palantir’s momentum and growth scores remain exceptionally strong in its Benzinga Edge system — 93.8 for momentum and 95.9 for growth — even after November’s sell‑off. The long‑term trend is still the only technical signal it flags as bullish, underscoring that the stock is no longer in the kind of euphoric blow‑off phase seen earlier this year but continues to outrun most peers. [20]
The macro logic is straightforward:
- Lower expected discount rates increase the present value of future cash flows, which tends to benefit high‑growth, profit‑light AI stocks like Palantir more than mature value names. [21]
- Cheaper capital also makes it easier for governments and enterprises to sign multi‑year AI and data‑platform deals, supporting Palantir’s sales pipeline. [22]
Monday’s move looks like a classic relief rally in that context: part macro, part short‑term positioning after several days of heavy selling.
Fundamentals: Q3 results show AI demand still surging
Underneath the volatility, Palantir’s recent results continue to show powerful growth:
- Q3 2025 revenue: About $1.18 billion, up roughly 63% year over year, beating analyst expectations around $1.09 billion. [23]
- Adjusted EPS: Around $0.21, topping the $0.17 consensus and more than doubling earnings from the same quarter a year earlier. [24]
- Profitability: Net margin in the high‑20s and return on equity in the mid‑teens, showing that Palantir is now running as a consistently profitable software business rather than a cash‑burning start‑up. [25]
Management also raised guidance for 2025 and highlighted especially strong traction in U.S. commercial accounts, where revenue has been growing at triple‑digit rates as companies adopt Palantir’s Foundry and AIP platforms for everything from supply‑chain optimisation to AI‑assisted analytics. [26]
The latest IRAP PROTECTED certification in Australia and the expanded PwC UK alliance fit neatly into this story: Palantir is trying to turn its early lead in AI‑driven data platforms into a global, regulated‑market franchise spanning healthcare, financial services, energy, defence and the public sector. [27]
Valuation debate: AI superstar or bubble candidate?
If Palantir’s growth story is the bullish headline, its valuation is the flashing risk warning.
Key metrics from MarketBeat and other data providers show: [28]
- Market cap: roughly $380–400 billion
- Trailing P/E ratio: around 370–390x
- PEG ratio: about 6x, even after the recent pullback
- 52‑week range: roughly $61 to $207
A Finviz‑hosted Motley Fool article points out that Salesforce generates about 10 times Palantir’s revenue yet trades at a significantly smaller valuation, arguing that Salesforce — not Palantir — is the likelier candidate to join the $1 trillion market‑cap club by 2035. [29]
Other recent Motley Fool pieces (via Nasdaq and Finviz) have:
- Projected that Palantir’s stock could trade below $120 by 2027 in a more sober scenario, even if the business keeps growing, because the current multiple is so demanding. [30]
- Characterised the shares as still trading at an “extreme premium” even after a double‑digit percentage decline in November. [31]
Balancing those cautious takes, today’s “best AI stock to hold for the next five years” commentary argues that Palantir’s deep integration into mission‑critical workflows, long‑term contracts and early lead in AI‑driven data tooling could justify a premium valuation for patient investors who can tolerate volatility. [32]
In short: bulls see Palantir as the “operating system” for AI‑era data, while skeptics see one of the purest expressions of a potential AI bubble.
Big‑money moves: billionaire exits, institutional buying and insider selling
The tug‑of‑war is visible in who is trading the stock:
- Stanley Druckenmiller’s exit:
CoinCentral reports that Druckenmiller has fully exited positions in Nvidia, Palantir and Eli Lilly over the past year, citing rich valuations. He rotated into Alphabet and Meta, which trade at lower earnings multiples but also lean heavily into AI. [33] - Michael Burry’s puts:
Earlier this month, filings showed “Big Short” investor Michael Burry buying put options on Palantir, a clear bet that the share price could fall from these levels. That disclosure helped accelerate PLTR’s pullback and fuelled “AI bubble” headlines. [34] - Institutional accumulation:
At the same time, MarketBeat’s 13F‑based alerts show multiple wealth managers and RIAs — including AlphaCore Capital and Global Retirement Partners — adding Palantir exposure in the second quarter, contributing to institutional ownership near 45–46%. [35] - Heavy insider selling:
SEC‑tracked transactions collated by MarketBeat reveal that insiders have sold more than 150,000 shares worth nearly $24 million over the past quarter, with several executives reducing stakes after the stock’s huge run from under $7 in early 2023 to well over $150 this year. [36]
Investor’s Business Daily and The Economic Times have both framed that selling — plus CEO Alex Karp’s large planned stock sale — as a reason for caution, particularly when combined with Burry’s bearish options positioning. [37]
Political and regulatory risk moves to the foreground
Another unique risk Palantir faces surfaced more prominently in today’s coverage: political and privacy backlash.
A piece syndicated on Somos Hermanos, drawing on CNN reporting, describes unease among some Trump‑aligned figures — including Steve Bannon and Roger Stone — over Palantir’s powerful data‑analytics tools and their potential use in government surveillance. Vice President JD Vance, whose political rise was heavily backed by Palantir co‑founder Peter Thiel, is portrayed as trying to balance his personal ties with growing grassroots concern about civil‑liberties implications. [38]
Key points from that reporting:
- Palantir’s tools are widely used by U.S. intelligence, the military, law‑enforcement and immigration authorities, and the company is vying for additional multi‑billion‑dollar contracts, including a potential Army deal reportedly worth up to $10 billion. [39]
- Critics on the right and left worry that combining Palantir‑style analytics with broader data‑sharing orders and AI‑powered facial recognition could enable near‑real‑time surveillance of citizens. [40]
- Palantir has responded by stressing that it does not sell or mine data itself and that it builds software platforms for customers to manage their own information under existing legal frameworks. [41]
For investors, the takeaway isn’t about choosing sides in that debate; it’s that Palantir is increasingly at the center of high‑stakes arguments over AI, privacy and state power. That raises the odds of regulatory scrutiny, contract risk or reputational shocks that could affect the stock independently of earnings.
Analyst views: consensus “Hold” with targets just above today’s price
Despite the hype and volatility, Wall Street’s official stance on Palantir is surprisingly measured.
According to MarketBeat’s compiled data: [42]
- Rating: Average analyst rating is “Hold”, with 5 Buys, 17 Holds and 2 Sells.
- Average price target: Around $172 per share, modestly above today’s ~$162–163 level.
- Recent target hikes: Firms including Goldman Sachs, UBS, Cantor Fitzgerald, Piper Sandler and Mizuho have all raised their targets into the $188–$225 range following Q3 results, but many kept neutral ratings, explicitly citing valuation risk.
In other words, analysts broadly acknowledge Palantir’s fundamental momentum but are wary of how much future success is already priced into the stock.
Technical picture: short‑term damage, long‑term uptrend
From a technical perspective:
- StockInvest’s daily analysis shows Palantir closing Friday at $154.85, with the service assigning a negative near‑term evaluation despite the overall positive long‑term trend. Its models flagged potential intraday swings of almost 7% for today’s session, a reminder of how volatile PLTR has become. [43]
- The site also notes key short‑term support around $153 and overhead resistance near $173–190, levels traders will likely watch after today’s bounce. [44]
Investor’s Business Daily, meanwhile, describes the chart as having suffered meaningful technical damage: the stock is well below recent highs and has seen several distribution days, but it still sits above long‑term moving averages thanks to its extraordinary multi‑year run. [45]
What today’s move could mean for Palantir shareholders
Putting it all together, Monday’s action in PLTR can be read as:
- A macro‑driven relief rally in a name that had sold off hard on valuation, insider and sentiment concerns.
- A reaffirmation that demand for Palantir’s AI platforms remains strong, as highlighted by Q3 numbers, the PwC UK expansion and Australian IRAP certification. [46]
- A reminder that risks have grown alongside the share price:
- Concentrated political and regulatory scrutiny
- High‑profile hedge‑fund exits and bearish wagers
- Ongoing insider selling
- A valuation that bakes in years of near‑flawless execution
For existing or prospective investors, the key questions over the next few quarters will likely be:
- Can revenue growth stay above 30–40% annually as the company scales beyond early adopters and into more heavily regulated and competitive markets?
- Will governments and enterprises continue to award major contracts to Palantir amid public concerns about surveillance and data use?
- Does future earnings growth catch up to the share price, or does the multiple compress if the broader AI trade cools or rate‑cut hopes fade?
None of those questions can be answered by a single strong day in the stock. Monday’s rally shows that investor appetite for AI exposure is still very much alive — but it also comes against a backdrop of sharper scrutiny and richer expectations than ever.
Important disclaimer: This article is for informational purposes only and does not constitute financial, investment or trading advice. All forward‑looking statements and third‑party forecasts cited above reflect the views of their respective authors at the time of publication and may change without notice. Always do your own research and consider consulting a qualified financial professional before making investment decisions.
References
1. www.benzinga.com, 2. stockinvest.us, 3. finviz.com, 4. stockinvest.us, 5. www.marketbeat.com, 6. coincentral.com, 7. www.benzinga.com, 8. www.benzinga.com, 9. coincentral.com, 10. www.tipranks.com, 11. www.pwc.co.uk, 12. somoshermanos.mx, 13. www.marketbeat.com, 14. www.marketbeat.com, 15. 247wallst.com, 16. finviz.com, 17. www.fool.com, 18. finviz.com, 19. markets.financialcontent.com, 20. www.benzinga.com, 21. www.benzinga.com, 22. www.benzinga.com, 23. www.marketbeat.com, 24. www.marketbeat.com, 25. www.marketbeat.com, 26. investors.palantir.com, 27. www.tipranks.com, 28. www.marketbeat.com, 29. finviz.com, 30. www.nasdaq.com, 31. www.nasdaq.com, 32. www.fool.com, 33. coincentral.com, 34. fortune.com, 35. www.marketbeat.com, 36. www.marketbeat.com, 37. finviz.com, 38. somoshermanos.mx, 39. somoshermanos.mx, 40. somoshermanos.mx, 41. somoshermanos.mx, 42. www.marketbeat.com, 43. stockinvest.us, 44. stockinvest.us, 45. finviz.com, 46. www.marketbeat.com
