Palantir Stock Today (PLTR), November 17, 2025: AI Deals Surge While Valuation Jitters Hit the Share Price

Palantir Technologies’ stock is back in the spotlight today as a wave of fresh AI partnerships collides with growing concern over how expensive PLTR has become after a massive multi‑year rally.

As of Monday afternoon, November 17, 2025, Palantir shares are trading around $168–$170, down roughly 3% from Friday’s close near $174, with heavy volume and wide intraday swings. ^[1] Even with today’s pullback, the stock is still up more than 130% in 2025 and nearly 200% over the last 12 months, according to performance data highlighted by 24/7 Wall St and other outlets. ^[2]

At the same time, new headlines today span aviation, healthcare, marketing, e‑commerce, options trading, and big‑name investors betting against Palantir’s valuation. Here’s a detailed look at what’s moving Palantir stock on November 17, 2025.

Note: This article is for information and news only and is not financial advice. Always do your own research or consult a licensed professional before making investment decisions.

How Palantir Stock Is Trading Today

Market data from multiple platforms show Palantir in risk‑off mode today:

Price range: PLTR has traded roughly between $168 and $174 intraday. ^[3]
Move vs. Friday: Friday’s official close was about $174.01, so today’s levels imply a slide of roughly 2–4% so far. ^[4]
Recent volatility:
- Over the last 10 trading days, Palantir has fallen on 6 of them and is down around 13% from its recent high, according to technical commentary from StockInvest. ^[5]
- Earlier this month, the stock jumped nearly 9% in a single session on November 10, then dropped more than 6% on November 13, underlining just how volatile it has become. ^[6]

Despite that volatility, Palantir remains one of the top‑performing AI stocks of the last few years. Articles from 24/7 Wall St and The Motley Fool note that PLTR is up well over 1,700% since its 2020 direct listing, and thousands of percent since the start of the 2023 AI boom, depending on the reference point used. ^[7]

Fresh AI Partnerships Dominating Palantir News on November 17

Today’s news flow is unusually dense, with Palantir announcing or being highlighted in multiple AI collaborations across industries.

1. Palantir & FTAI Aviation: AI for Aircraft Engine Maintenance

A major headline today is Palantir’s new aviation deal:

Business Wire reports that Palantir and FTAI Aviation Ltd. have entered a multi‑year strategic partnership to use Palantir’s Artificial Intelligence Platform (AIP) across FTAI’s global maintenance footprint. ^[8]
AIP will be used to:
- Optimize maintenance scheduling and inventory management
- Automate workflows and asset allocation
- Improve procurement and reduce manufacturing costs across FTAI’s operations
FTAI is targeting faster turnaround times and better unit economics, aiming to disrupt traditional MRO (maintenance, repair and overhaul) models for commercial jet engines. ^[9]

Several market outlets note that FTAI’s stock rose about 2–3% in pre‑market trading on the news, signaling investor optimism about the operational benefits of the deal. ^[10]

For Palantir, this partnership reinforces its push into industrial and supply‑chain AI, expanding beyond pure defense and government work.

2. NHS, Multiverse & Palantir: Upskilling UK Healthcare Staff

In the UK, Palantir is at the center of a high‑profile healthcare data initiative:

A new partnership between the NHS, Multiverse (an AI-focused apprenticeship provider), and Palantir aims to upskill staff in data and AI using the NHS Federated Data Platform (FDP), supplied by Palantir. ^[11]
The FDP connects data from previously siloed systems, helping staff access information in a single, secure environment.
According to statements from Palantir and UK press coverage:
- The FDP is already in use across 77 NHS trusts, with 73 more signed up and 41 Integrated Care Boards participating. ^[12]
- The platform has reportedly enabled around 80,000 additional operations and cut hospital discharge delays by 15%, with the UK government forecasting potential £150 million in annual benefits by the end of the decade. ^[13]
New apprenticeship programmes will launch in February 2026, targeting roles including clinicians, analysts, administrators and managers. ^[14]

This story matters for PLTR stock because it highlights Palantir’s growing commercial and international footprint, but it also keeps the company squarely in debates around healthcare data privacy and public‑sector contracts in the UK.

3. Stagwell & Palantir: AI “Holy Grail” Marketing Alliance

On the marketing front, Stagwell Inc. and Palantir are getting renewed attention today:

Bloomberg and Yahoo Finance video segments describe a new AI-powered marketing platform that Stagwell and Palantir are building together, with Stagwell CEO Mark Penn calling it potentially the “holy grail” of marketing. ^[15]
The platform aims to:
- Combine Palantir’s data integration and AI capabilities with Stagwell’s Marketing Cloud and agency network
- Create a central hub where brands can connect, analyze and activate marketing data
- Help advertisers target and execute campaigns with much more precision

The underlying partnership was originally announced earlier this month via a joint press release, which emphasized an AI-driven marketing and data platform already being tested through Stagwell’s media arm, Assembly. ^[16]

For Palantir, this alliance is another proof point in commercial AI monetization—an area investors are increasingly prioritizing over legacy government contracts.

4. Palantir’s AI Dashboards & DTC E‑Commerce

A separate story today from WebProNews zeroes in on Palantir’s potential impact on direct‑to‑consumer (DTC) brands:

The article discusses a Palantir‑inspired e‑commerce dashboard concept shared by a designer on X, suggesting up to 50% efficiency gains in inventory management via AI analytics. ^[17]
It ties this “mockup” vision back to Palantir’s real products, particularly Foundry, described on Palantir’s site as an “AI‑powered operating system for the modern enterprise,” and to the company’s new AI partnerships, including with Nvidia. ^[18]

While this is more thought leadership and speculation than a concrete revenue event, it contributes to Palantir’s image as a core enterprise AI infrastructure provider—and keeps PLTR in front of retail and industry readers.

Nvidia Partnership: Powerful Technology, Controversial Valuation

One of today’s most discussed angles is Palantir’s strategic partnership with Nvidia:

Palantir and Nvidia have agreed to integrate Nvidia’s accelerated computing stack and AI models with Palantir’s AI Platform, creating a turnkey stack for enterprises to deploy generative AI, analytics and autonomous agents at scale. ^[19]
A new analysis syndicated via Finviz and Yahoo Finance asks whether this Nvidia deal is a “game changer”:
- It notes that Palantir’s workloads will be optimized for Nvidia GPUs, lowering deployment friction for customers.
- But it also flags that the biggest issue is valuation, citing metrics around ~117× sales and ~180× projected 2026 earnings, far richer than many peers. ^[20]

In short, today’s coverage suggests the Nvidia partnership strengthens Palantir’s product stack but doesn’t, by itself, resolve investor anxiety that the stock price may have outrun fundamentals.

Q3 2025 Earnings: Growth Still the Bull Case

Many of today’s articles reference Palantir’s Q3 2025 earnings, released earlier this month, as the backdrop for the stock’s move:

Revenue & earnings:
- Q3 revenue came in around $1.18–$1.2 billion, up roughly 63% year over year.
- Adjusted EPS was $0.21, comfortably ahead of analyst expectations of about $0.17. ^[21]
Profitability: Some coverage notes Palantir turned roughly 40% of revenue into net income, an unusually high margin for a still‑fast‑growing software company. ^[22]
Shift toward commercial AI:
- According to Nasdaq’s summary of a Motley Fool analysis, commercial revenue surged 73% to $548 million, exceeding U.S. government revenue of about $486 million in the quarter.
- The company now has more than 500 U.S. commercial customers, up from only 14 about five years ago. ^[23]

Several analysts interpret this as evidence that Palantir’s AI Platform (AIP) and bootcamp‑driven sales motion are working, turning trial deployments into full‑scale rollouts across industries like manufacturing, healthcare, finance and logistics. ^[24]

Wall Street: Price Targets Rising, Ratings Still “Hold”

Despite the valuation concerns, sell‑side analysts are steadily lifting their numbers:

Wedbush raised its FY 2025 EPS estimate from $0.47 to $0.57 and reiterated an “Outperform” rating with a $200 price target. ^[25]
Research compiled by MarketBeat shows multiple firms pushing targets higher:
- Piper Sandler: to $225 (overweight)
- DA Davidson: to $215 (neutral)
- Citigroup & Robert W. Baird: targets around $190–$210 with neutral stances ^[26]
- Bank of America: more aggressively, from $215 to $255, accompanied by a “buy” rating. ^[27]
Even so, the consensus rating remains only “Hold”, with a consensus price target around $170–$172, roughly in line with where the stock is trading. ^[28]

A separate MarketBeat update today notes that Nomura Asset Management boosted its Palantir position by about 6.6%, holding more than 800,000 shares worth over $100 million, and that about 45–46% of the float is now in institutional hands. ^[29]

Big Short Energy: Michael Burry Bets Against Palantir

Not all high‑profile investors are bullish:

A widely circulated analysis from CoinCentral highlights that Michael Burry’s Scion Asset Management disclosed roughly $1.1 billion in put options against Nvidia and Palantir in Q3 2025.
Of that, about $912 million of notional exposure targets Palantir itself. ^[30]
The piece points out that Palantir is trading at roughly:
- P/E ~400+
- Price‑to‑sales around 116×
- A market cap near $480 billion on about $3.8 billion in trailing revenue. ^[31]

The takeaway: even some legendary contrarian investors see PLTR as significantly overvalued, and are positioning for a potential sharp pullback in AI stocks more broadly.

Options Traders: Income Strategies Around Palantir’s Volatility

Options‑focused coverage today also underscores just how volatile and liquid PLTR has become:

A Barchart column (syndicated by inkl) describes shorting out‑of‑the‑money (OTM) Palantir puts as a way to earn around 3.5–4.3% in one month on secured cash—assuming the stock stays above the strike price. ^[32]
The author notes:
- Previous trades, such as shorting the $160 strike expiring November 14 when PLTR was near $178, expired profitably.
- With the stock now around the low $170s, similar December 19 OTM puts (e.g., $155–$160 strikes) are also offering rich premiums because implied volatility is very high. ^[33]

This kind of strategy is complex and risky—if the stock drops sharply, the seller can be forced to buy 100 shares per contract at a high effective price. The article itself warns that there is no guarantee Palantir won’t fall below those strikes. ^[34]

For everyday investors, the key insight is simply that Palantir’s options market is extremely active, reflecting strong speculative interest on both the bullish and bearish sides.

Structural Tailwinds: Massive Government & Defense Pipeline

Beyond today’s deals, Palantir still leans heavily on long‑term public‑sector relationships:

In July 2025, Reuters reported that the U.S. Army is consolidating dozens of Palantir contracts into a single enterprise agreement that allows up to $10 billion of purchases over 10 years, aimed at speeding up deployment of data and AI tools. ^[35]
Analysis from IG and other outlets notes that:
- Government vs. commercial revenue has been running roughly 55:45 in recent quarters.
- U.S. government revenue accounts for close to 80% of total government revenue, creating concentration risk if budgets or policy priorities shift. ^[36]

At the same time, Palantir continues to win international government and quasi‑governmental work (like the NHS FDP) and contracts from agencies like the U.S. Treasury, which awarded Palantir a contract to support a unified API layer and improve data integrity across the department. ^[37]

Reputation & ESG Pressures

Today’s narrative around Palantir isn’t purely financial:

Coverage of a Yale University advisory committee meeting notes that some students are again urging the university to divest from Palantir, citing concerns about the company’s role in surveillance and government data systems. ^[38]

Combined with debates in the UK about the NHS FDP and civil‑liberties oversight, these stories highlight how ESG and reputational risks remain part of the Palantir investment debate, especially for institutions with strict ethical mandates.

So What Does All of This Mean for Palantir Stock Today?

Putting today’s headlines together, Palantir’s story on November 17, 2025 looks like this:

Fundamentals:
- Rapid revenue growth (~60%+ YoY)
- High margins and growing profitability
- Commercial AI business now rivaling or surpassing U.S. government revenue
Pipeline & partnerships:
- New FTAI Aviation deal in aircraft engine maintenance
- Deepening the NHS FDP engagement through training and apprenticeships
- Expanding into AI‑driven marketing with Stagwell
- Integrating tightly with Nvidia’s AI compute stack
Market perception:
- Analysts continue to raise price targets, but the average view is still “Hold”, with targets clustered around current prices. ^[39]
- High‑profile bears like Michael Burry see the valuation as extreme and are making large downside bets. ^[40]
- Options traders are exploiting high volatility, both for speculation and income strategies. ^[41]

In other words, Palantir today sits at the intersection of:

Explosive AI growth and adoption, and
One of the richest valuations in global equities, plus non‑trivial political, regulatory and reputational risk.

For readers tracking PLTR, the critical questions going forward are:

Can Palantir sustain 40–60% revenue growth while preserving high margins as it scales commercial AI deployments?
Will government and large‑enterprise contracts continue to ramp, or will budget pressure and politics slow that momentum?
How long will investors tolerate the current valuation multiples, especially if AI‑stock sentiment cools or growth decelerates even slightly?

Those answers will determine whether today’s pullbacks are just another pause in a powerful AI uptrend—or an early sign that expectations have become too lofty.

Again, this article is not a recommendation to buy or sell Palantir. It’s a snapshot of the key news, data points and debates surrounding PLTR on November 17, 2025 so you can dig deeper based on your own goals and risk tolerance.

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