WEBULL

Palantir Technologies (PLTR) Is Down 5.3% After Record Revenue Jump and Major US Army Contract

Simply Wall St · 11/25/2025 10:13
  • Palantir Technologies reported a record quarter featuring a 62.8% year-over-year revenue increase and a very large rise in net income, fueled by major U.S. Army and Air Force contracts and rapid growth in commercial enterprise clients.
  • This momentum was further highlighted by expanded partnerships with industry leaders like Nvidia, as well as key certifications such as the IRAP PROTECTED level in Australia, which extends Palantir's access to government and commercial opportunities in important new markets.
  • With Palantir’s recently secured $10 billion U.S. Army contract anchoring its government sector presence, we'll assess how these developments shape its investment narrative.

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What Is Palantir Technologies' Investment Narrative?

To own Palantir stock, you have to see the company as a linchpin of both government and enterprise AI transformations, with rapid sales growth powered by major new contracts and partnerships. The most recent news, the Exiger partnership for the U.S. Army and the IRAP PROTECTED certification in Australia, fortifies Palantir’s central role in sensitive supply chains and security sectors, potentially amplifying its short-term catalysts. These wins not only support momentum in Palantir’s government pipeline but could also expand its commercial reach in regulated industries. At the same time, massive growth expectations have driven the share price to unusually high multiples, making the biggest immediate risk a potential correction if growth slows or contracts fail to deliver further upside. With the shares recently dropping 25% from highs despite strong business updates, valuation and market sentiment remain key pressure points to monitor.
However, the stock’s rich valuation still poses a sharp risk if momentum wanes.

Palantir Technologies' share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

Exploring Other Perspectives

PLTR Community Fair Values as at Nov 2025
PLTR Community Fair Values as at Nov 2025
The Simply Wall St Community offers 156 fair value estimates for Palantir, spanning from US$66 to a striking US$699.78 per share. While some see significant overvaluation, others project huge upside, reflecting divergent growth expectations. These views frame the debate around Palantir’s premium price and highlight why momentum shifts can trigger sharp moves in either direction.

Explore 156 other fair value estimates on Palantir Technologies - why the stock might be worth less than half the current price!

Build Your Own Palantir Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Palantir Technologies research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Palantir Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Palantir Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.