Palantir Technologies Inc. (NYSE: PLTR) is back at the center of the AI-stock conversation today, 25 November 2025, as its share price slips while headlines focus on massive insider stock sales, new artificial intelligence partnerships, and increasingly loud warnings that the company may be one of the most overvalued names in the market.
Around mid‑day on Tuesday, Palantir stock is trading near $159 per share, down roughly 1.8% from Monday’s close of $162.25, even after a huge rally over the past year that has sent the data‑analytics and AI specialist up more than 100%+ year‑over‑year. [1]
Over the last 12 months, PLTR has traded between about $63 and $207, putting today’s price roughly 25% below its recent all‑time high, but still implying a market value close to $370 billion. [2]
Below is a breakdown of the key Palantir stock news and narratives driving discussion on November 25, 2025.
Palantir stock today: rich valuation after a record quarter
Despite today’s pullback, Palantir remains priced for perfection.
- A Simply Wall St note out this morning highlights that Palantir just reported a record quarter, with revenue up about 62.8% year over year and a “very large rise” in net income, driven by major U.S. Army and Air Force contracts and rapid growth in commercial enterprise clients. [3]
- The same piece points out that this growth is now underpinned by a 10‑year U.S. Army enterprise agreement with a maximum value of $10 billion, which consolidates dozens of legacy contracts into a single software framework for Palantir’s platforms. [4]
On the numbers side:
- MarketBeat’s institutional‑flow coverage notes Palantir’s latest quarter delivered EPS of $0.21 vs. $0.17 expected and revenue of $1.18 billion vs. $1.09 billion expected, with revenue up about 63% year over year and net margin north of 28%. [5]
- Several outlets and Palantir’s own investor materials also point to triple‑digit growth in U.S. commercial revenue (around 121% year over year), confirming that the company’s AI Platform (AIP) is gaining traction with private‑sector customers, not just governments. [6]
Those growth metrics help explain why some bullish analysts still see meaningful upside. A new Motley Fool piece titled “3 Hypergrowth Tech Stocks to Buy in 2025” names Palantir first on the list, arguing that its revenue could grow at roughly 40% annually through 2029 as it positions itself as a leader in enterprise AI. [7]
But the same growth story feeds into the central debate of the day: Is Palantir’s valuation completely detached from reality?
“Most overvalued company that ever existed”? The bear case getting louder
One of today’s most widely shared critical pieces comes from 24/7 Wall St., under the striking headline “Palantir Could Be the Most Overvalued Company That Ever Existed.” [8]
Key points from that article:
- At around $155–$160 per share, Palantir’s valuation implies a market cap near $370 billion—larger than many blue‑chip stalwarts despite Palantir only becoming consistently profitable in recent years. [9]
- The author calculates Palantir trading at roughly:
- 360x trailing earnings
- 153x forward earnings
- Over 100x sales
- Using a simple model, they estimate Palantir would need to grow revenue about 1,500% over the next 25 years—roughly 35% annually for a quarter century—to justify today’s price, calling that scenario “astounding” and unlikely as the company grows larger. [10]
The piece also cites famed investor Michael Burry, who has disclosed a sizable bearish put position against PLTR, arguing that Palantir could be among the best short opportunities in the market if the AI bubble narrative fades. [11]
Other bearish commentary in the last 24 hours reinforces the same theme:
- A Seeking Alpha article titled “Palantir: Take Your Medicine” describes the stock as still “highly overvalued” even after recent declines, highlighting extreme sales and earnings multiples and criticising CEO Alex Karp for attacking short sellers while insiders file to sell hundreds of millions of dollars in stock. [12]
Put simply, the bear case dominating part of today’s news flow is that Palantir is a fantastic business at an “insane” price.
Insider selling spree: Karp and top executives cash out
If there is one theme overshadowing Palantir stock today, it’s insider selling.
CEO Alexander Karp’s $66M sale
A new TipRanks analysis, “Palantir CEO Dumps $66M in PLTR Stock amid Insider Selling Spree. Should Investors Worry?”, reports that CEO Alexander Karp sold about $66 million worth of Palantir stock on November 20–21, as part of a broader wave of insider sales. [13]
According to that report:
- Four other top executives sold nearly $162 million in stock around the same time.
- Combined, insiders including Karp, president Stephen Cohen, CFO David Glazer, CRO Ryan Taylor, and CTO Shyam Sankar have unloaded well over $200 million in recent transactions. [14]
- TipRanks notes that most of these trades were made under pre‑planned Rule 10b5‑1 trading plans, but still argues the cluster of sales is contributing to retail investor anxiety—especially after a roughly 14% decline over the past month, even though PLTR remains up about 114% year‑to‑date. [15]
Additional Form 4 headlines today
Fresh Form 4‑based stories on November 25 add detail:
- Investing.com reports that officer Ryan D. Taylor sold about $9.1 million worth of stock over November 20 and 24, at prices roughly between $153 and $173, under a 10b5‑1 plan adopted in March. The article notes Palantir has returned about 151% over the last year, but says its own InvestingPro analysis flags the shares as significantly overvalued. [16]
- Another Investing.com piece confirms Karp’s trades, again highlighting that they took place around the same $153–$173 price band. [17]
- A GuruFocus/TradingView item, “Insider Alert: Palantir Director Dumps $57 Million in Stock”, shows director Stephen A. Cohen sold about $56.7 million of Class A shares across November 20–21 after converting Class B shares, again at roughly $153–$173 per share. [18]
On top of these, MarketBeat’s institutional‑flow report tallies that insiders have sold roughly 1.15 million shares worth about $186.8 million over the last 90 days, yet still control about 12.9% of the company. [19]
Should investors panic about the insider exodus?
Today’s commentary is split:
- TipRanks warns that, given Palantir’s P/E multiple in the mid‑300s and its roughly 25% drop from highs around $207, such heavy insider selling can be read as a sign of caution about future returns—even if part of it is just diversification and tax planning. [20]
- An InvestorsObserver note takes the opposite stance, arguing that the stock’s recent pullback may “create new millionaires,” pointing to explosive growth in free cash flow and FCF margins above 40% as reasons the long‑term story remains intact despite insiders taking profits. [21]
For now, insider selling is clearly a sentiment headwind, but not necessarily a fundamental red flag on its own.
New AI partnerships: PwC and Snowflake deals deepen Palantir’s moat
Balancing the negative insider and valuation headlines, Palantir also announced or featured in several strategic AI partnerships that hit the news today.
PwC becomes Palantir’s preferred AI partner in the UK
Consultancy.uk reports that Palantir has named PwC a “preferred advisory and implementation partner” for its AI technologies in the UK. [22]
Key details:
- The partnership is underpinned by a multi‑year, multi‑million‑pound investment by PwC, expanding a strategic alliance that began in 2023.
- PwC will support clients in adopting Palantir Foundry and the Palantir Artificial Intelligence Platform (AIP) across both public and private sectors, including joint work on the NHS Federated Data Platform. [23]
- Palantir’s UK & Europe EVP Louis Mosley framed the move as “doubling down” on PwC as its preferred delivery partner in the UK, citing a track record of delivering fast, large‑scale AI transformation projects. [24]
For investors, this is another data point suggesting that Palantir’s AI stack is becoming embedded in big‑name consulting ecosystems, which can significantly expand its commercial reach.
Snowflake + Palantir: AI Data Cloud integration
A separate article on TechAfrica News today announces that Snowflake and Palantir are deepening their collaboration by integrating Snowflake’s AI Data Cloud with Palantir Foundry and AIP. [25]
Highlights:
- The integration allows bidirectional, zero‑copy interoperability between Palantir Foundry and Snowflake Iceberg Tables, designed to let joint customers build more efficient, trusted data pipelines and AI applications without duplicating data. [26]
- The partnership targets both commercial and public‑sector clients, strengthening Palantir’s positioning as a top‑tier orchestration layer on top of popular data infrastructure.
Combined with existing relationships (for example, prior announcements of collaboration with Nvidia and supply‑chain partner Exiger for the U.S. Army), today’s Snowflake and PwC stories reinforce the “platform” narrative around Palantir’s enterprise AI role. [27]
Government & defense: $10B Army agreement still anchoring the story
While not new today, several of this morning’s analyses—especially the Simply Wall St piece—remind investors that a big chunk of Palantir’s current valuation is still tied to its defense and government pipeline. [28]
Key context:
- In mid‑2025, the U.S. Army awarded Palantir an Enterprise Agreement with a potential value of up to $10 billion over 10 years, consolidating around 75 separate contracts into one framework. The deal gives the Army and other DoD components streamlined access to Palantir’s commercial software with volume discounts. [29]
- Palantir has also won important TITAN ground station contracts and intelligence programs, along with high‑profile deployments like NATO’s Maven Smart System, reinforcing its status as a core AI provider in Western defense. [30]
Simply Wall St summarizes today that Palantir is effectively positioned as a “linchpin” of AI transformation across government and enterprise, but cautions that the biggest immediate risk to shareholders is valuation: if growth slows or big contracts disappoint, the stock’s premium could unwind rapidly. [31]
Retail “cult stock” energy vs. institutional flows
“They bet everything on Palantir and became millionaires”
One of today’s most talked‑about long‑form features is a MarketWatch article titled “They bet everything on Palantir and became millionaires. Inside the market’s ultimate cult stock.” [32]
Based on Dow Jones wire distribution and multiple syndications, the piece describes:
- Individual investors who poured their life savings into Palantir, in some cases moving six‑figure sums into a single stock.
- One investor who reportedly turned about $250,000 into $350,000 after Palantir’s big post‑earnings rally, symbolizing the kind of high‑conviction bets fans are making on the stock. [33]
- A strong community culture—from Reddit forums to corporate swag—that treats Palantir as a mission‑driven AI champion rather than just another software company.
The tone underscores why Palantir is often described as a “cult stock”: its fans are unusually vocal, willing to hold through volatility, and see Palantir as a multi‑trillion‑dollar opportunity if it becomes the operating system of AI‑driven institutions.
Institutions are still buying
Counterbalancing the retail‑mania narrative, MarketBeat today published two separate reports highlighting increased stakes from wealth managers: [34]
- Spectrum Wealth Advisory Group boosted its Palantir position by 70.1% in Q2 to 4,570 shares (~$623,000) and notes that other large investors like RiverFront Investment Group have accumulated sizable positions (155,000 shares worth about $21.1M).
- J.W. Cole Advisors raised its stake by 45.4% to more than 107,000 shares (~$14.7M). The report notes that roughly 45.65% of Palantir’s shares are now owned by hedge funds and other institutional investors.
Those same write‑ups reiterate that, despite heavy insider selling, Wall Street research remains mixed but engaged:
- One MarketBeat summary shows 5 Buy, 17 Hold, and 2 Sell ratings, with an average price target around $172, slightly above where the shares trade today. [35]
- TipRanks similarly lists a Hold consensus (3 Buy, 11 Hold, 2 Sell) with an average target near $188, implying mid‑teens upside from current levels. [36]
Meanwhile, several brokers—including HSBC, Citi, Wedbush, and Weiss Ratings—have recently lifted their price targets (often into the $190–$210 range), even while warning that valuation is rich and volatility likely. [37]
How analysts and commentators are framing Palantir after today’s news
Pulling together today’s headlines, the Palantir stock narrative on November 25, 2025 looks something like this:
- Fundamentals remain extremely strong
- Revenue is growing 60%+ year over year.
- U.S. commercial business is expanding triple‑digits, and the $10B Army enterprise agreement plus other defense wins provide a long visibility runway. [38]
- AI partnerships are compounding the moat
- New PwC and Snowflake integrations, on top of deals with Nvidia, Exiger, FTAI Aviation, Stagwell, and others, reinforce Palantir as a central AI infrastructure player across industries. [39]
- Valuation is the lightning rod
- Multiple sources today independently peg Palantir’s trailing P/E at 350–380x, forward P/E above 150x, and a PEG ratio above 4, with some calling it potentially the most overvalued stock in the market. [40]
- Insider selling magnifies investor unease
- CEO Karp and other top insiders have sold hundreds of millions of dollars of stock in recent days, even as the company publicly criticizes short sellers and touts its AI leadership—fueling accusations of a disconnect between insider behaviour and public messaging. [41]
- Sentiment is polarized but still net‑positive over the long term
- Bullish voices (Motley Fool and others) emphasize projected ~40% annual revenue growth through 2029, a massive AI opportunity, and Palantir’s role as an “operating system for AI” in governments and enterprises. [42]
- Bears argue that even if Palantir executes nearly flawlessly, today’s price already bakes in decades of exceptional growth, leaving little room for error and significant downside if AI spending cycles cool or contracts disappoint. [43]
What today’s Palantir stock news means for investors
For traders watching PLTR on November 25, 2025, today’s story is less about new earnings surprises and more about positioning and expectations:
- Short‑term, insider‑selling headlines and aggressive valuation critiques are clearly pressuring sentiment and contributing to the stock’s pullback from its early‑November peak.
- Medium‑term, new partnerships with PwC, Snowflake, and defense‑supply‑chain players strengthen the fundamental thesis that Palantir is building a critical AI operating layer across public and private sectors.
- Long‑term, the question is whether Palantir can come anywhere close to the growth and profitability trajectory that would justify a multi‑hundred‑billion‑dollar valuation at 300–400x earnings, especially in a market that is becoming much more sensitive to AI hype vs. real cash flow.
Nothing in today’s news flow resolves that tension—but it does crystallize the stakes:
- If the bulls are right, today’s consolidation and insider profit‑taking may end up being another pause in a much longer AI‑driven uptrend.
- If the bears are right, the combination of nose‑bleed multiples, crowded retail ownership, and heavy insider selling could be the early phase of a deeper repricing.
Either way, Palantir remains one of the most closely watched and hotly debated AI stocks on the market—and the news on 25 November 2025 only reinforces that status.
Disclaimer: This article is for informational and news purposes only and does not constitute financial or investment advice. Stock prices, valuations, and opinions can change rapidly. Always do your own research and consider consulting a licensed financial adviser before making investment decisions.
References
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