As U.S. markets get ready to open on Monday, December 8, 2025, Palantir Technologies Inc. (NASDAQ: PLTR) is back in the spotlight – again.
After a massive multi‑year run driven by artificial intelligence (AI) enthusiasm and blockbuster financial results, the stock now sits in a tug‑of‑war between bullish growth stories, bubble warnings, and wildly different price forecasts — including fresh targets published this morning.
Palantir’s Price Snapshot Before the Bell
- Friday’s close (Dec 5, 2025): Palantir finished at $181.76, up 2.16% on the day. [1]
- Pre‑market (around 8:00 a.m. EST, Dec 8): Quotes this morning hover roughly flat, with StockAnalysis showing $181.65 (-0.06%) in pre‑market trading and Yahoo Finance indicating about $181.80 (+0.02%) earlier in the session. [2]
- Recent range: Palantir’s 52‑week high stands near $207.52, with a 52‑week low around $63.40. The company’s market cap is now roughly $433 billion, and its trailing P/E ratio is above 400, underscoring how much future growth is already priced in. [3]
Technically, PLTR is still in an uptrend: StockInvest.us classifies the shares as a short‑term “buy candidate”, projecting a “fair” opening price around $180.35 based on recent trading and positive short‑term signals. [4]
The 5 Biggest Palantir Headlines Investors Are Waking Up To
1. New “Chain Reaction” AI Data‑Center Partnership With Nvidia and CenterPoint
A major narrative for Palantir this week is its newly highlighted “Chain Reaction” initiative, developed with Nvidia and utility CenterPoint Energy.
According to Insider Monkey’s December 8 coverage, the three companies are building a software platform designed to coordinate and accelerate construction of massive, power‑hungry AI data centers – facilities that can consume as much electricity as a small city. Chain Reaction aims to act as an “operating system” for AI infrastructure, helping synchronize permitting, grid upgrades, supply chains, and construction among utilities, chip suppliers, and data‑center builders. [5]
This project extends Palantir’s existing work with Nvidia and leans directly into one of the biggest bottlenecks for AI: energy and physical infrastructure, not algorithms. If Chain Reaction gains traction, it reinforces Palantir’s position as a core software layer for the AI economy rather than just a government analytics vendor.
2. Institutional Money Keeps Flowing Into PLTR
Fresh 13F filings and news today show institutional demand remains strong:
- Natixis boosted its Palantir stake by 77.3% in Q2, adding 308,340 shares to reach 707,108 shares worth about $96.4 million, according to a new MarketBeat report published this morning. [6]
- A separate MarketBeat piece notes Jump Financial LLC increased its Palantir position by nearly 3,900%, ending Q2 with 418,471 shares, while other institutions including Vanguard, Bank of Nova Scotia, and the California Public Employees’ Retirement System also added to their holdings. [7]
MarketBeat estimates that about 45.65% of Palantir’s shares are now institutionally owned, a high figure for a company that still leans heavily on founder‑style leadership and insider control. [8]
At the same time, insiders have been taking some profits. MarketBeat highlights recent stock sales by Palantir insider Ryan D. Taylor and board member Lauren Friedman Stat, part of a broader pattern of insider selling as the share price has surged. [9]
Takeaway: Big money is still buying dips and building positions, but insiders are selling into strength — a classic late‑rally signal that traders will watch closely.
3. Q3 Results Still Power the Bull Case
Although Palantir’s third‑quarter 2025 results were reported in early November, they are still central to every bullish argument you’ll read today:
- Q3 2025 revenue: ≈ $1.18 billion, up 63% year‑over‑year and 18% sequentially. [10]
- U.S. commercial revenue: Up 121% year‑over‑year to about $397 million, making the commercial business the key growth engine. [11]
- U.S. government revenue: Up roughly 52% to $486 million, underscoring that the defense and national security franchise remains robust. [12]
- Profitability: Palantir reported adjusted EPS of $0.21, beating consensus estimates of about $0.17, and posted record free cash flow and a Rule‑of‑40 score above 110%, combining high growth with strong margins. [13]
The company also raised full‑year 2025 revenue guidance to roughly $4.4 billion and guided Q4 revenue to a range that beats Wall Street estimates, citing “otherworldly” AI‑driven demand, especially for its Artificial Intelligence Platform (AIP). [14]
For pre‑market traders, these numbers are the foundation of the “own it for the AI super‑cycle” thesis: Palantir is not just riding hype; it is delivering rapid growth and expanding margins.
4. Fresh Bullish & Neutral Takes: “Big Moment” but Limited Near‑Term Upside
Several new and recent analyses frame Palantir as a high‑quality AI winner trading at a stretched valuation:
- A TipRanks article published over the weekend – now circulating widely – quotes Wedbush analyst Dan Ives calling this “a big moment” for Palantir as AI adoption accelerates. Yet the same piece notes that Wall Street’s consensus rating is only “Hold”, with 3 Buys, 11 Holds, and 2 Sells and an average 12‑month target around $187.87, just a few percent above current levels. [15]
- StockAnalysis aggregates analyst targets at an average of roughly $171–172, with a low near $50 and a high around $255, reflecting enormous disagreement about what the business is worth. [16]
- A new Motley Fool article out this morning, “1 Reason to Buy Palantir Stock Before 2026 and 1 Reason to Sell,” summarizes the split succinctly: Palantir has successfully expanded from government work into commercial clients, but “incredibly high expectations” are already priced in. [17]
Bottom line for today: The Street largely agrees Palantir is a real business with real momentum; the disagreement is about whether it can possibly grow fast enough to justify today’s valuation.
5. Bubble Warnings From Michael Burry and Bearish Analysts
On the other side of the debate, new headlines this morning are unambiguously cautious:
- A GuruFocus / TradingView piece published today reports that famed investor Michael Burry has labeled Palantir and OpenAI “overhyped bubbles,” comparing Palantir to DiamondCluster, an obscure dot‑com‑era consulting firm that once soared before being bought out for a fraction of its peak valuation. [18]
- A fresh Motley Fool article, “2 Seemingly Unstoppable Artificial Intelligence (AI) Stocks That Can Plunge Up to 96% in 2026,” argues that Palantir’s share price – up nearly 2,700% since early 2023 – leaves it at serious risk if the AI trade unwinds. It cites RBC Capital analyst Rishi Jaluria, who sees potential downside of roughly 72% with a $50 price target, and notes Palantir’s trailing price‑to‑sales ratio is around 117, far above the ~30–40 multiples where many dot‑com leaders peaked before their crashes. [19]
These pieces won’t change Palantir’s fundamentals today, but they do shape sentiment and could contribute to volatility, especially if AI‑related names sell off broadly.
New Forecasts & Price Targets Published Today
1. 24/7 Wall St.: Long‑Term Growth, Short‑Term Downside
A detailed 24/7 Wall St. piece published today lays out a structured forecast for Palantir from 2025 through 2030: [20]
- It notes that Wall Street’s median one‑year target of $187.87 implies only about 3% upside from current prices.
- 24/7’s own 12‑month forecast is more bearish, with a 2025 price target of $120, implying roughly 34% downside, even assuming strong growth in government contracts and total revenue of about $3.5 billion next year.
- Their revenue and earnings model projects Palantir’s revenue climbing above $8 billion by 2030, with net income approaching $3 billion and EPS around $1.27.
- Based on that trajectory, they estimate a 2030 price target of $192, only about 5–6% above today’s price, implying most of the long‑term optimism may already be priced in.
The key message from this forecast: great business, questionable near‑term risk/reward at today’s valuation.
2. ChatGPT‑Based Prediction: Weighted Target Around $225 by Year‑End
Another widely shared piece today from Indonesian outlet Pintu News summarizes an AI‑generated forecast using OpenAI’s ChatGPT (via Finbold): [21]
- The AI model, fed Palantir’s recent fundamentals and growth path, projects the stock could reach around $225 per share by December 31, 2025.
- In the “moderate” scenario, ChatGPT expects PLTR to trade between $205 and $235, assuming 40–60% annual revenue growth, continued contract wins in both government and commercial segments, and sustained margin expansion.
- A bullish case pushes the range up to $260–$310, hinging on faster‑than‑expected enterprise AI adoption and large incremental contracts, including from its Nvidia partnership.
- Even the bearish scenario (roughly $140–$170) assumes Palantir remains fundamentally sound but suffers a valuation reset if AI budgets slow or high‑growth tech falls out of favor.
For traders, this is less a precise prediction and more a useful map of how upside and downside could look under different macro and AI‑adoption paths.
3. Wall Street Dispersion: $50 to $255… and Beyond
Putting today’s new forecasts alongside existing ones, the spread in Palantir price targets is enormous:
- RBC (bearish): ~$50, implying around 70% downside from recent levels. [22]
- Consensus analysts (various aggregators): Average targets clustered around $171–188, modestly above current prices. [23]
- Highest traditional analyst target: Near $255, according to StockAnalysis’ compilation. [24]
- AI / ChatGPT forecast: Weighted outcome around $225 by year‑end, with the bull case as high as $310. [25]
For pre‑market positioning, the implication is clear: there is no consensus on valuation. Palantir is a battleground stock where narrative swings can move billions in market cap quickly.
Sentiment & Risk: Is Palantir in an AI Bubble?
A recurring theme across today’s coverage is whether Palantir is the poster child of an AI bubble or a once‑in‑a‑generation compounder.
- Bubble arguments emphasize the extreme price‑to‑sales multiple (~117), towering P/E above 400, vertical share‑price move since 2023, and long historical precedent that game‑changing tech themes (internet, mobile, cloud) eventually experienced sharp valuation resets even when the underlying technologies kept winning. [26]
- Bullish arguments focus on Palantir’s sustainable moat (Foundry, Gotham, and AIP facing limited at‑scale competition), deep integration into defense, intelligence, and critical infrastructure, record profitability, and the idea that AI demand could support many years of 40–60%+ revenue growth. [27]
New pieces from the Motley Fool and others also stress the risk that even a small stumble — a weaker quarter, a slowdown in AI budgets, or a rotation out of high‑multiple tech — could cause a steep drawdown, given how much perfection is priced in. [28]
Other Storylines to Watch Around Today’s Session
Beyond the headline forecasts, several sub‑themes could color how PLTR trades after the opening bell:
- Sector correlations: Articles this weekend repeatedly compare Palantir with Nvidia, Super Micro Computer, and other AI favorites, as investors debate which names have the best balance of growth and valuation going into 2026. [29]
- Prediction markets: A small prediction market on Polymarket asks whether Palantir will finish up or down on December 8, using the official NASDAQ close as reference. The market is tiny (only about $4 in volume so far), but it’s a reminder that short‑term direction is essentially a coin flip around the open — even among speculators. [30]
- Macro backdrop: Broader coverage from 24/7 Wall St. and others notes concerns that U.S. equities and even gold are flirting with bubble‑like behavior, which could amplify swings in high‑beta names like Palantir if risk appetite changes. [31]
What This Means for Palantir Traders and Long‑Term Investors Today
Heading into the December 8, 2025 session, here’s the distilled checklist:
- The business is on fire.
Revenue is growing north of 60%, U.S. commercial revenue has more than doubled, and Palantir is printing meaningful profits and free cash flow while raising guidance. [32] - The stock is priced for greatness.
With a P/S above 100, a P/E above 400, and many forecasts projecting only modest upside over 5+ years, even strong execution may merely justify, not dramatically exceed, today’s price. [33] - New AI‑infrastructure deals add real optionality.
The Chain Reaction project with Nvidia and CenterPoint squarely targets AI’s power and data‑center bottlenecks, reinforcing Palantir’s strategic relevance if large‑scale AI infrastructure build‑outs continue. [34] - Smart money is split.
- Forecasts are all over the map.
For traders, today’s open is likely to be headline‑driven and sentiment‑heavy: moves in high‑growth AI peers, any macro surprise, or further commentary from celebrity investors could matter as much as the actual pre‑market tape.
For long‑term investors, the decision around Palantir increasingly boils down to a simple but high‑stakes question:
Do you believe Palantir can grow into – and beyond – one of the market’s most aggressive AI valuations without a major reset along the way?
References
1. stockanalysis.com, 2. stockanalysis.com, 3. public.com, 4. stockinvest.us, 5. www.insidermonkey.com, 6. www.marketbeat.com, 7. www.marketbeat.com, 8. www.marketbeat.com, 9. www.marketbeat.com, 10. www.home.saxo, 11. investors.palantir.com, 12. www.home.saxo, 13. www.home.saxo, 14. www.investopedia.com, 15. www.tipranks.com, 16. stockanalysis.com, 17. finance.yahoo.com, 18. www.tradingview.com, 19. www.nasdaq.com, 20. 247wallst.com, 21. pintu.co.id, 22. www.nasdaq.com, 23. stockanalysis.com, 24. stockanalysis.com, 25. pintu.co.id, 26. www.nasdaq.com, 27. www.palantir.com, 28. finance.yahoo.com, 29. www.marketbeat.com, 30. polymarket.com, 31. markets.financialcontent.com, 32. www.home.saxo, 33. www.nasdaq.com, 34. www.insidermonkey.com, 35. www.marketbeat.com, 36. www.tradingview.com, 37. 247wallst.com, 38. pintu.co.id
