Palantir Technologies Inc. (PLTR) is starting the week back in the spotlight after the company announced a three-year renewal with France’s domestic intelligence agency (DGSI)—a headline that reinforces Palantir’s deepening ties to government and defense customers in the U.S. and Europe. [1]
As of midday Monday, Palantir shares were trading around $186.60, up roughly 1.7% on the session, with the day’s range roughly $182.68 to $187.73.
Below is a full roundup of the key Palantir stock news, forecasts, and major analyses circulating on Dec. 15, 2025, plus the near-term catalysts that could move PLTR next.
What’s driving Palantir stock today: DGSI renews a multi-year contract
Palantir said it has signed a three-year renewal of its contract with the DGSI, extending a partnership described as nearly a decade long. The agreement covers Palantir’s software platform along with ongoing integration, support, and assistance services tied to operational deployment. [2]
Why the market cares:
- Durability and renewals matter for PLTR because long-cycle government relationships can translate into more predictable revenue streams—especially when investors are debating whether the stock’s growth can continue after a massive 2025 run. [3]
- TipRanks notes the DGSI relationship dates back to 2016, making it one of Palantir’s longer-running government customers in Europe (financial details were not disclosed). [4]
- Palantir also positioned the deal as consistent with French legal and regulatory requirements and aligned with France’s goals of maintaining control over sensitive technology. [5]
Palantir additionally highlighted its work supporting the DGSI during the 2024 Olympic and Paralympic Games in Paris, underscoring how the company frames its intelligence and security deployments as “mission critical.” [6]
The bigger backdrop: Europe’s “sovereignty” question hasn’t gone away
The DGSI renewal lands in the middle of a long-running European debate: should sensitive national-security analytics rely on a U.S. vendor?
That question isn’t new. Reuters previously reported that France has explored building a domestic alternative to Palantir, while still renewing existing arrangements because a comparable home-grown substitute was not ready at the time. [7]
The takeaway for PLTR investors today is not that a replacement is imminent—but that political and regulatory scrutiny remains a structural risk in Europe even as Palantir continues to win and retain contracts there.
Defense momentum is building: the U.S. Navy’s $448 million “ShipOS” initiative is still fresh
While the DGSI renewal is the day’s headline, Palantir’s defense narrative has been building throughout December.
On Dec. 10, 2025, Business Wire reported that the U.S. Navy announced a partnership with Palantir to deploy Foundry and AIP across the Maritime Industrial Base via an initiative called ShipOS, authorizing up to $448 million to accelerate adoption of AI and autonomy technologies. [8]
The Navy initiative is aimed at integrating data from ERPs and legacy systems to identify bottlenecks and speed decision-making across shipbuilding. Palantir and the Navy also cited pilot outcomes such as dramatic reductions in planning and review times at participating organizations. [9]
Market coverage framed the contract as potentially one of Palantir’s most significant defense wins, with analysis pointing to possible expansion beyond submarines into other naval platforms. [10]
In other words: today’s DGSI renewal adds to an already active defense tape for PLTR heading into year-end.
Palantir’s newest “AI infrastructure” angle: Chain Reaction with CenterPoint Energy and NVIDIA
Another important December development: Palantir introduced Chain Reaction, describing it as an “operating system for American AI infrastructure,” with founding partners including CenterPoint Energy and NVIDIA. [11]
Palantir’s thesis here is simple: the bottleneck for scaling AI isn’t algorithms—it’s power and compute, and the company wants to be embedded in the systems that help utilities, grids, data centers, and builders execute faster. [12]
For PLTR stock, this matters because it widens the narrative beyond “defense + data analytics” into a broader “AI operating layer” story—one investors have rewarded aggressively across 2024–2025.
Fundamental snapshot: the numbers behind Palantir’s 2025 rally
A big reason PLTR remains polarizing is that it combines real operating leverage with a valuation that demands near-flawless execution.
In its Q3 2025 results (reported Nov. 3, 2025), Palantir posted:
- Revenue:$1.181B, up 63% year-over-year
- U.S. commercial revenue:$397M, up 121% year-over-year
- U.S. government revenue:$486M, up 52% year-over-year
- Adjusted operating margin:51%
- Adjusted free cash flow:$540M
- FY2025 revenue guidance raised:$4.396B–$4.400B
- FY2025 adjusted free cash flow guidance raised:$1.9B–$2.1B [13]
Those are the kinds of metrics that fuel the bullish view: Palantir is not just growing; it’s throwing off cash while scaling, and management has been explicit about using AIP to “compound” leverage across deployments. [14]
Palantir stock forecasts today: price targets cluster near current levels, but the range is wide
Wall Street consensus (as summarized in today’s coverage)
TipRanks’ roundup published today characterizes Wall Street as largely neutral, citing a Hold consensus (with 3 Buys, 11 Holds, and 2 Sells) and an average price target of $187.87, implying only modest upside from current levels. [15]
Forecast dispersion remains extreme
TradingView’s summary (which references FactSet for certain data) illustrates how wide the distribution still is: analysts’ targets include a high estimate of $255 and a low estimate of $50. [16]
That spread is a useful reminder of the core PLTR debate:
- Bulls see an expanding platform with real margins, durable government relationships, and accelerating commercial adoption.
- Bears see a stock priced for dominance with little margin for disappointment.
Earnings and EPS expectations
A Zacks comparison piece circulating today notes upward revisions to Palantir EPS estimates (including a cited increase in a 2025 estimate), reflecting how analysts have been marking numbers higher after Palantir’s recent growth and guidance. [17]
Today’s analysis is split: “cash-printing AI application giant” vs. “valuation outrunning reality”
The bullish-style argument: Palantir is an application-layer winner with rare margins
One of the most-shared takes today argues Palantir is “printing cash” and frames the company as an AI application leader rather than just infrastructure. That analysis points to metrics like 51% operating margin and $540M in free cash flow, while also acknowledging an exceptionally rich valuation (cited as ~112x sales). [18]
Even many bulls concede the obvious: PLTR doesn’t look “cheap.” The bet is that the company’s productization and execution keep widening the gap between Palantir and slower-moving enterprise software peers.
The skeptical argument: discounted cash flow models imply meaningful overvaluation
Simply Wall St published a valuation-focused note today arguing the stock’s move has likely pushed expectations too far. Its DCF-based approach estimates an intrinsic value around $72.91 per share, implying Palantir could be ~151.8% overvalued versus the market price, based on its model assumptions. [19]
This doesn’t “prove” PLTR is destined to fall—DCF outputs are highly sensitive to growth and discount-rate assumptions—but it captures why Palantir’s valuation is such a lightning rod in late 2025.
Palantir stock levels investors are watching this week (no charts)
With PLTR trading around the mid-$180s today, traders are watching several psychologically important zones:
- $190 area: a near-term ceiling based on recent trading around the high-$180s. [20]
- $200 round number: a key sentiment level after Palantir’s explosive post-earnings run in 2025. [21]
- All-time high zone (~$207.52): TradingView lists PLTR’s all-time high at $207.52 (Nov. 3, 2025). [22]
- $180 area: a commonly watched support region given recent closes around the low-$180s. [23]
TradingView also flags PLTR’s beta around 2.21, reinforcing that volatility is part of the package—especially if broader “AI stock” sentiment swings risk-on/risk-off. [24]
Other notable items hitting the tape today
Beyond the contract headline and valuation pieces, some institutional holding updates are also being published today via SEC-filing coverage, including reports of smaller stake changes by advisory and investment firms. [25]
These aren’t usually price drivers on their own, but they add to the day’s flow of PLTR-related content.
What could move Palantir stock next
1) Macro and “AI trade” sentiment
Markets are still digesting a recent AI-linked selloff, with investors rotating between mega-cap tech risk and other sectors. Reuters flagged a “catch a break” tone in markets on Monday after last week’s AI-heavy drawdown. [26]
For PLTR—often traded as both an “AI software” name and a “defense tech” name—macro positioning can matter almost as much as fundamentals in the short run.
2) Next earnings timing (not yet officially confirmed)
Multiple market calendars estimate Palantir’s next report for Q4 2025 could land in early February 2026, though dates can change until the company formally announces them. Nasdaq’s earnings page lists an estimate of Feb. 2, 2026, and Wall Street Horizon similarly shows an unconfirmed Feb. 2, 2026 date. [27]
Other market platforms show later February dates, highlighting the need for investors to watch for an official confirmation. [28]
3) Contract cadence and commercial conversion
With Palantir leaning into AIP-driven “boot camps” and fast conversions, investors will keep watching for evidence that:
- commercial momentum remains strong, and
- new defense and government wins don’t just happen—but scale. [29]
Bottom line for Dec. 15, 2025
Palantir stock is higher today after the company confirmed a three-year DGSI contract renewal, strengthening the “durable government revenue” narrative at a time when the stock’s valuation remains heavily debated. [30]
The bull case is being powered by:
- expanding defense wins (including ShipOS), [31]
- new AI infrastructure positioning (Chain Reaction), [32]
- and Q3’s combination of rapid growth and high margins. [33]
The bear case remains straightforward:
- price targets sit close to the current share price, [34]
- valuation models argue the stock is far ahead of intrinsic value, [35]
- and forecast ranges are unusually wide, signaling ongoing uncertainty about what “normalized” growth should look like once the AI wave matures. [36]
References
1. www.businesswire.com, 2. www.businesswire.com, 3. www.tipranks.com, 4. www.tipranks.com, 5. www.tipranks.com, 6. www.businesswire.com, 7. www.reuters.com, 8. www.businesswire.com, 9. www.businesswire.com, 10. www.investors.com, 11. www.businesswire.com, 12. www.businesswire.com, 13. www.businesswire.com, 14. www.businesswire.com, 15. www.tipranks.com, 16. www.tradingview.com, 17. www.zacks.com, 18. 247wallst.com, 19. simplywall.st, 20. stockanalysis.com, 21. www.tradingview.com, 22. www.tradingview.com, 23. stockanalysis.com, 24. www.tradingview.com, 25. www.marketbeat.com, 26. www.reuters.com, 27. www.nasdaq.com, 28. www.tradingview.com, 29. www.businesswire.com, 30. www.businesswire.com, 31. www.businesswire.com, 32. www.businesswire.com, 33. www.businesswire.com, 34. www.tipranks.com, 35. simplywall.st, 36. www.tradingview.com
