Palantir Technologies Inc.
PLTR · Nasdaq
PLTR · Nasdaq
Palantir sells artificial-intelligence and data-analysis software to government and commercial customers. Its offerings support defense and military operations, healthcare, aviation, food safety and broader enterprise workflows, with revenue generated through software contracts and related deployments. The evidence identifies commercial and government activity as the principal customer channels but does not provide their percentage contributions. Palantir reported $4.5 billion of FY2025 revenue and $1.6 billion of net income, versus $2.9 billion and $0.5 billion, respectively, in FY2024. Recent coverage highlights a 110% commercial-revenue surge, European sovereign-AI demand and new deployments with aviation operators and Chipotle.
Palantir fell $1.02, or 0.59%, from $174.33 to $173.31 over the supplied week. The headline loss masks a sharp reversal: the stock declined to $170.30 on September 8, $169.53 on September 9 and $165.86 on September 10 before recovering to $167.23 and then rebounding to $173.31 on September 14. The rebound coincided with continued investor attention to Palantir’s commercial growth, new customer applications and bullish research, including UBS’s reported $250 target. However, the supplied evidence does not tie those articles or the target revision to a specific trading day, and no company-specific announcement is dated to the move. Trading therefore reflected a volatile recovery without a clearly established weekly catalyst.
Palantir fell $16.08, or 8.63%, from $186.38 to $170.30 over the reported week. The stock declined to $179.92 on September 1 and $169.46 on September 2 before rebounding sharply to $182.53 on September 3, then gave back that recovery through September 4 and September 8. Trading volume was heaviest during the September 2 selloff and September 3 rebound. The supplied evidence does not identify a specific company announcement that explains the full move. Instead, investor attention appeared split between bullish coverage of Palantir’s AI-sovereignty theme, Nvidia partnership, Army contract news and Fujitsu relationship, and concerns that its valuation already prices in the re-rating. Broader AI-risk sentiment also featured in coverage.
Palantir fell 1.83% over the week, from $185.93 to $182.53. The stock was little changed through Monday, closing at $186.38, before dropping 3.46% Tuesday and another 5.81% Wednesday. The main company-specific pressure was investor concern that Google’s entry into defense AI could intensify competition, as reported by The Motley Fool. Palantir then reversed sharply Thursday, rising 7.71% to $182.53 as coverage highlighted the expanded PwC collaboration and renewed attention to potential defense-AI demand, including Japan’s reported consideration of Palantir technology. The rebound recovered most of Wednesday’s decline, but not the full early-week loss. Trading volume also increased on Wednesday and Thursday.
Palantir rose $11.97, or 6.88%, from $173.96 to $185.93 over the week. Trading was initially choppy: the stock fell from $179.94 on Friday to $175.89 Monday and $172.73 Tuesday before recovering Wednesday and surging Thursday. The decisive catalyst was a broader technology rally after Nvidia earnings, which lifted the Nasdaq 100 1.43% Thursday and revived optimism around AI spending and monetization. Palantir participated in that sector move without a separately identified company announcement in the supplied evidence. The rebound therefore erased the early-week weakness rather than reflecting a clear reversal in company fundamentals; discussion of its $875 million lost contract remained a company-specific overhang, but its timing and market impact were not established.
Palantir fell $5.05, or 2.82%, from $179.01 to $173.96 over the week. The decline was concentrated at the start: shares slipped to $172.55 on Monday and $171.54 on Tuesday before rebounding to $175.19 Wednesday, then gave back part of that recovery Thursday. The supplied evidence identifies no company-specific announcement, contract, earnings release, or guidance change that explains the move. Trading instead occurred against a mixed market backdrop: the Nasdaq 100 weakened as chipmakers slid on Wednesday, while Thursday’s market commentary cited lower bond yields alongside continued technology-stock weakness. Palantir remained heavily traded, with volume rising to 36.1 million shares on the rebound day, but the stock ultimately failed to hold that recovery.
Palantir rose 39.46%, from $125.65 to $175.23, with the decisive move coming on August 4, when the stock jumped to $162.66 on 175.0 million shares. The main catalyst was enthusiasm around Palantir’s latest quarter, described in supplied coverage as “otherworldly,” alongside reported FY2025 revenue of $4.5 billion and net income of $1.6 billion, up from $2.9 billion and $0.5 billion in FY2024. Shares then gave back part of Tuesday’s gain, closing at $158.43 on August 5 and $155.92 on August 6, before rebounding to $172.01 on August 7 and $175.23 on August 10. Coverage of Palantir’s AI opportunity and short sellers’ losses supported the recovery.
Palantir rose 31.68% over the week, from $123.53 to $162.66, with nearly all of the advance concentrated in Tuesday’s 29.4% jump. Monday’s 2.1% gain preceded the company’s exceptionally strong second-quarter report, which included revenue of $1.94 billion, up 93% year over year, a beat against expectations, and raised guidance. Investors also focused on guidance for 134% U.S. commercial growth and net revenue retention accelerating to 157% from 150% in the first quarter. The move was reinforced by a strong technology-led market backdrop: the Nasdaq rose 2.59% Tuesday, while the S&P 500 gained 1.79% to a record close. No material reversal followed Tuesday’s surge.
