Palantir Stock Today (PLTR) – November 19, 2025: PwC UK AI Deal, Fox News Partnership and a Valuation Tug‑of‑War

Key points for November 19, 2025

Palantir stock (PLTR) is trading around $165 per share in early afternoon U.S. trading, down roughly 1% on the day after a sharp pullback from its post‑earnings highs above $200.
PwC UK and Palantir announced a multi‑year, multi‑million‑pound expansion of their AI alliance, naming each other preferred partners in the UK and highlighting wins like the NHS Federated Data Platform. ^[1]
Fox News Media has been working with Palantir for the past year to build custom AI newsroom tools, including “topic radar,” “text editor,” and “article insights,” in a strictly commercial arrangement that does not let AI models train on Fox content. ^[2]
Institutional investors are rebalancing, not abandoning PLTR: Wealthspire Advisors boosted its stake by 48.3% in Q2, while Nicholas Wealth trimmed its position by 24.1%. ^[3]
Behind today’s headlines is a blistering Q3 2025: revenue up 63% year over year to about $1.18–$1.2 billion, record margins, a Rule‑of‑40 score above 100, and raised full‑year guidance — but layered on top of sky‑high valuation multiples. ^[4]

Palantir Stock Price Today – How PLTR Is Trading on November 19, 2025

As of early afternoon U.S. trading on Wednesday, November 19, 2025, Palantir Technologies (NASDAQ: PLTR) is changing hands at around $165 per share, with an intraday range roughly between $162 and $170 and volume near 28 million shares.

That leaves the stock:

Well below its recent high near $207.52 set after its Q3 earnings report on November 3. ^[5]
Still up triple digits on the year: multiple analyses peg Palantir’s 2025 year‑to‑date gain between about 120% and 140%, and roughly 200% over the past 12 months. ^[6]
More than five‑fold higher over the past five years, according to recent AI‑stock round‑ups. ^[7]

In other words, today’s modest red day is happening after a spectacular multi‑year run and a sharp pullback from euphoric levels earlier this month.

Several commentators note that PLTR shares have fallen roughly 15–18% since the November 3 earnings spike, as investors take profits and reassess the valuation after a historic AI rally. ^[8]

Big Story #1 – PwC UK and Palantir Double Down on a Multi‑Year AI Alliance

The standout corporate news today is a fresh expansion of Palantir’s partnership with PwC UK.

According to a Business Wire press release, PwC UK and Palantir have: ^[9]

Signed a multi‑year, multi‑million‑pound investment agreement,
Designated each other “preferred partners” in the UK, aligning strategy and resources,
And framed the alliance as one of Palantir’s most significant professional‑services relationships globally.

The deal builds on a collaboration launched in 2023 that combines: ^[10]

PwC’s sector and consulting expertise
With Palantir’s Foundry and Artificial Intelligence Platform (AIP)

to accelerate operational transformation for clients in sectors including financial services, healthcare, energy, manufacturing and government. A flagship example is their joint work on the NHS Federated Data Platform, which uses Palantir software to help the UK’s National Health Service improve patient care and system efficiency through better use of data. ^[11]

PwC executives describe the move as a “major investment” aimed at scaling AI‑led transformation and treating technology as “the architecture of stability” for organizations navigating volatile markets. Palantir’s UK and Europe EVP Louis Mosley emphasized that the firms are “doubling down” on each other, highlighting shared values and a track record of fast delivery in both public and private sectors. ^[12]

Why the PwC UK Deal Matters for PLTR Stock

From an equity perspective, today’s PwC announcement is significant because it:

Reinforces commercial momentum in Europe
- Palantir’s Q3 showed commercial revenue growth of around 73% globally, with U.S. revenue still dominating, but investors have been watching to see whether that success can be replicated in Europe. ^[13]
- A “preferred partner” relationship with PwC — a consulting giant with deep corporate relationships — can act as a force multiplier, bringing Palantir into more boardrooms without building a huge local salesforce from scratch.
Supports the high‑margin, recurring‑revenue narrative
- In Q3, Palantir closed 204 deals worth at least $1 million and 53 worth at least $10 million, while U.S. commercial remaining deal value jumped 199% to $3.63 billion. ^[14]
- Pairing AIP with PwC’s transformation projects could extend that kind of pipeline into UK and European enterprises, which is crucial to sustaining the company’s elevated growth targets.
Signals confidence amid valuation anxiety
- As some institutions and analysts fret about Palantir’s lofty multiples (more on that below), a large professional‑services firm committing multi‑year capital to the partnership strengthens the bull case that demand for Palantir’s AI stack is durable, not fad‑driven. ^[15]

The market reaction so far is cautious: shares are modestly lower despite the positive headline, reinforcing the idea that good news is already priced in, and investors are now extremely sensitive to execution and margins.

Big Story #2 – Fox News Hires Palantir to Build AI Newsroom Tools

A second, more unexpected narrative today comes from the media world: Fox News Media has been working with Palantir for about a year to build a suite of custom AI tools for its digital newsroom, Axios reports. ^[16]

Key details of the Fox–Palantir tie‑up: ^[17]

The relationship is strictly commercial: Fox “hired” Palantir to help build AI products and explicitly structured the deal so Palantir (and other AI partners like OpenAI) can’t train on or exploit Fox News content.
Palantir effectively built a “digital twin” of Fox’s newsroom, mirroring its workflows, tools and systems.
Engineers from Palantir have been embedded in Fox’s digital newsroom, starting with “mundane” tasks like SEO keywords, tagging and workflow optimization before moving to more advanced tools.

The partnership has produced three flagship tools so far: ^[18]

Topic Radar – Generates custom briefings so reporters can quickly get up to speed on a story.
Text Editor – A word‑processor–like environment that checks articles for style, broken links and adherence to Fox’s internal guidelines.
Article Insights – An analytics tool that evaluates the performance of Fox digital stories and suggests how to optimize them for engagement.

Crucially, Fox says the process remains “human end‑to‑end,” with AI in the middle, and the company doesn’t use AI to generate editorial copy. ^[19]

Why This Matters for Palantir Investors

It showcases Palantir’s ability to enter new verticals (media and publishing) beyond its traditional government and industrial base, using AIP to orchestrate complex workflows. ^[20]
The deal is a reference customer for highly sensitive content operations: a large, profitable broadcaster willing to pay for Palantir’s enterprise AI without giving up IP. That strengthens Palantir’s pitch to other content‑rich industries (streaming, financial media, etc.).
While the financial size of the contract isn’t disclosed, it reinforces the narrative that Palantir is becoming a platform partner rather than just a project vendor — exactly the kind of relationship that tends to drive multi‑year, high‑margin recurring revenue.

Big Story #3 – Institutions Shuffle Their Palantir Bets

Today also brought fresh regulatory‑filing coverage showing that institutional investors are actively rebalancing their PLTR exposure:

Wealthspire Advisors LLC increased its Palantir stake by 48.3% in Q2, ending the quarter with 77,813 shares worth about $10.6 million. ^[21]
Nicholas Wealth LLC, by contrast, trimmed its position by 24.1%, selling 7,033 shares and finishing Q2 with 22,196 shares valued around $3.0 million, still its 10th‑largest holding. ^[22]

MarketBeat’s aggregation of these filings shows: ^[23]

Roughly 45%+ of Palantir’s stock is held by institutions and hedge funds.
A series of large asset managers — including Vanguard, Northern Trust, and Goldman Sachs — have also increased holdings, while others have taken profits.
Insider selling has been notable: one recent period saw insiders sell over 620,000 shares worth nearly $98 million.

For retail investors, the message is nuanced:

Bullish angle – Many sophisticated investors are still adding or holding sizable stakes, treating the current dip as a re‑entry or topping‑up opportunity.
Cautious angle – Heavy insider selling and some hedge funds cutting exposure suggest that not everyone is comfortable with today’s valuation, even after the pullback.

Under the Hood – Explosive Q3 2025 Results and Raised Guidance

Today’s trading and news all sit on top of a very strong fundamental quarter.

Across several earnings analyses and company disclosures, Q3 2025 looked like this: ^[24]

Revenue: ~$1.18–$1.2 billion, up 63% year over year, beating Wall Street’s estimate of ~$1.09 billion.
Adjusted EPS:$0.21, up about 110% year over year, vs. consensus around $0.17.
Operating leverage:
- Adjusted operating income roughly $600 million,
- Adjusted operating margin around 51%,
- Free cash flow ~ $540 million with a ~46% margin.
Balance sheet: around $6.4 billion in cash and short‑term investments and no long‑term debt.

Segment and customer metrics were equally eye‑catching: ^[25]

Commercial revenue grew about 73% to ~$548 million.
Government revenue rose roughly 55% to ~$633 million, still slightly over half of total sales.
U.S. revenue overall climbed 77% to about $883 million, ~75% of the total.
Palantir closed 204 deals of $1M+ and 53 deals of $10M+, and total customer count grew 45% year over year.
Total contract value bookings hit roughly $2.8 billion, a 151% increase, contributing to a Rule‑of‑40 score around 114% — extraordinarily high for enterprise software.

Management responded by raising guidance: ^[26]

Q4 2025 revenue is now guided in the $1.327–$1.331 billion range.
Full‑year 2025 revenue guidance moved up to about $4.396–$4.4 billion, implying ~53% growth (up from prior guidance near 45%).
U.S. commercial growth is expected to exceed 100% year over year, and Palantir now guides to a Rule‑of‑40 score above 100% for the full year — combining high growth with strong profitability.

Analysts tracking the company now project FY 2025 EPS around $0.52, rising to roughly $0.79 in 2026, implying very rapid earnings expansion from a small base. ^[27]

On top of the earnings power, Palantir has landed several headline‑grabbing contracts in recent months, including: ^[28]

A 10‑year U.S. Army deal valued around $10 billion,
A £1.5 billion UK defense contract,
A $30 million U.S. ICE contract,
A $385.4 million Department of Veterans Affairs NCVAS data‑platform contract,
And new commercial partnerships with FTAI Aviation and Valoriza in aviation and environmental services.

This combination — hyper‑growth + major contracts + big free cash flow — is what fuels the bull case and the “AI infrastructure” narrative around PLTR.

The Catch – Valuation and Split Opinions on Palantir Stock

If the story stopped at growth and contracts, PLTR would be a straightforward AI winner. The problem is price.

Different analysts peg Palantir’s valuation in eye‑watering territory: ^[29]

MarketBeat cites a trailing P/E near 398 and a P/E/G ratio around 6.6.
Barchart notes a forward P/E in the high‑hundreds and a very elevated price‑to‑sales multiple.
24/7 Wall St. points out that at these levels, it could theoretically take decades for earnings to “catch up” if growth were to slow materially.

Unsurprisingly, Wall Street is split:

MarketBeat’s tally: about 5 Buy, 17 Hold and 2 Sell ratings, with an average price target near $172–$192 depending on the dataset, only modestly above today’s price. ^[30]
Several high‑profile analysts have boosted targets into the $190–$255 range, including Bank of America and others, citing Palantir’s execution and AI leadership even while calling out rich valuation. ^[31]
On the other end, a recent Seeking Alpha note rated Palantir a “Strong Sell”, arguing that the “excessive premium” leaves the stock vulnerable if growth decelerates. ^[32]

Among commentators:

A 24/7 Wall St. forecast sets a 12‑month price target around $107, implying downside of roughly one‑third from current levels, even while acknowledging Palantir as a premier AI software provider. ^[33]
In contrast, another Seeking Alpha piece labels Palantir a “Strong Buy” on the back of “explosive growth, record earnings, and major contracts like the $10B U.S. Army deal.” ^[34]
TipRanks highlights top investor James Foord, who calls Palantir the “canary in the coal mine for AI” and upgrades it to Strong Buy, arguing that the recent dip is “buyable” as long as adoption stays strong. ^[35]

So, depending on who you listen to, Palantir is either a textbook AI compounder to buy on weakness — or a bubble stock priced for perfection.

What Today’s News Means for Palantir Stock

Putting it all together, what does November 19, 2025 tell us about PLTR?

Execution remains stellar
- Q3 numbers, raised guidance, and a flurry of government and commercial deals suggest Palantir is firing on all cylinders operationally. ^[36]
Commercial expansion is accelerating
- The PwC UK alliance and Fox News tools both underscore how Palantir is embedding AIP into cross‑industry workflows, from healthcare and manufacturing to media and financial services. ^[37]
The market is now debating sustainability, not existence
- Institutions are trimming and adding, not bailing en masse. Insider selling is real, but so is heavy institutional ownership and new buying. ^[38]
Valuation remains the primary risk
- After a gain of over 100% this year and more than 500% over five years, even bulls admit PLTR is priced for near‑flawless execution. Any disappointment — in growth, margins, or contract wins — could trigger violent multiple compression. ^[39]
Sentiment is fragile but not broken
- Today’s modest decline despite strong news hints at a market that believes in the story but worries about the bill. Many commentators suggest that short‑term volatility around headlines, AI sector swings, and macro news (including upcoming big‑tech earnings) will likely remain elevated. ^[40]

What to Watch Next if You Follow PLTR

For traders and long‑term investors tracking Palantir, the next few weeks will likely hinge on:

How quickly the PwC UK alliance translates into concrete wins (announced customer roll‑outs, case studies, or disclosed contract values). ^[41]
Early signals from the Fox News AI tools — whether they’re expanded across Fox or referenced by other media companies as a blueprint. ^[42]
Updates on major government contracts, especially the U.S. Army, VA NCVAS platform and UK defense programs, as they ramp from award phase into revenue. ^[43]
Analyst revisions: any wave of upgrades/downgrades or target changes in response to the latest contracts and sector moves. ^[44]
Broader AI‑stock sentiment, particularly around upcoming mega‑cap earnings and macro volatility, which have been driving correlation within the AI trade. ^[45]

Important note

Nothing in this article is financial advice. Palantir is a high‑volatility, high‑valuation AI stock: before buying or selling PLTR, consider your risk tolerance, time horizon, and, ideally, consult a qualified financial adviser.

Palantir CEO: Our AI plays an increasingly ‘crucial’ in war