Palantir Technologies (PLTR) News Today

Palantir Technologies Inc. (PLTR) shares have moved on a mix of strong execution highlights and valuation debates. Investors are weighing blockbuster AI-driven growth and major contract wins against concerns over lofty multiples and short-seller activity.

• Positive Sentiment: Q2 results blew past estimates with 48% revenue growth, a ‘Strong Buy’ upgrade, and bullish guidance driven by both government and commercial AI contracts. Palantir: Buy The AI Goldmine (Upgrade)
• Positive Sentiment: Trump administration’s $175 billion missile defense plan could open the door to massive SHIELD contracts, reinforcing Palantir’s role as a key defense software provider. Palantir Nears Record High As Trump’s $175B Missile Defense Plan Opens Door To Massive SHIELD Contracts
• Positive Sentiment: Long-term AI momentum underpinned by a 1,700% surge since IPO and expanding Department of Defense deals continues to fuel optimism. 3 charts that show Palantir's astronomical growth over the last five years
• Neutral Sentiment: Debate rages over whether Palantir’s premium valuation (P/E ~616x, P/S ~150x) is justified by its digital-economy assets that don’t appear on the balance sheet. Palantir’s Soaring Valuation—Justified or Overhyped?
• Neutral Sentiment: An ETF (PLTW) offering leveraged exposure to Palantir has outperformed but carries risks like compounding decay and ROC-funded distributions during volatility. PLTW: Palantir-Led Upside Should Continue, Amid Volatility
• Neutral Sentiment: Analysts project further gains in 2025, with one model forecasting where PLTR might stand a year from now based on current momentum. Palantir Technologies (NASDAQ: PLTR) Stock Price Prediction for 2025: Where Will It Be in 1 Year
• Neutral Sentiment: Palantir is often cited as one of the safer AI bets in volatile markets, thanks to its diversified client mix and sticky defense contracts. Is Palantir the Safest AI Stock to Buy in a Volatile Market?
• Negative Sentiment: Citron Research and veteran short seller Andrew Left argue PLTR is overvalued and vulnerable to sentiment swings, reigniting bearish pressure. Citron Research Founder Predicts Palantir (PLTR) Overvaluation
• Negative Sentiment: PLTR briefly dipped after getting labeled a momentum stock meeting a “notorious short seller,” underscoring potential downside if AI euphoria fades. GameStop Short Seller Andrew Left Is Taking On Retail Investors Again, Now Says Palantir Stock Is 'Beyond Overvalued'
• Negative Sentiment: Critics warn the “music will stop” once AI growth normalizes, pointing to regression risks after torrid expansion. Palantir, Sooner Or Later, The Music Will Stop
• Negative Sentiment: A Fool.com analysis questions whether PLTR’s meteoric rise is a “house of cards” set to collapse if AI hype cools. Palantir Is Now the 19th Largest Public Company. Is This House of Cards About to Come Crashing Down?
• Negative Sentiment: More than half of revenue still tied to government budgets, which could tighten and expose PLTR to fiscal headwinds. Palantir Technologies (NASDAQ:PLTR) Shares Down 1.1% – What's Next?