Palantir Scores US Navy AI Deal: Has Rebound Trend Been Confirmed?

Palantir jumped over 5% in after-hours trading as the company announced a significant contract win with the U.S. Navy. The deal focuses on deploying Palantir’s advanced AI platforms to speed up the development and manufacturing of submarines—an area where the Pentagon is rapidly increasing investment. Will this contract meaningfully boost Palantir’s long-term revenue trajectory? What does it signal for defense-related AI stocks?

avatarKohKohKrunch
31 minutes ago
$Palantir Technologies Inc.(PLTR)$   For: Palantir Scores US Navy AI Deal: Has Rebound Trend Been Confirmed? Title: Palantir's Navy Win: More Than a Contract—It's a Strategic Moonshot Palantir's 5%+ after-hours jump on the U.S. Navy submarine contract is about validation, not just revenue. This deal, focused on accelerating complex manufacturing with AI, is a direct shot into the heart of the U.S. "Arsenal of Democracy" rebuild. Why it's a big deal: 1. Mission-Critical Depth: It moves Palantir beyond data dashboards into the core of the Pentagon's most sensitive and capital-intensive procurement programs. 2. Expanding TAM: It showcases AIP's applicability in industrial supply chain and manufacturing—a massive market beyond government. 3.
avatarxc__
12-10

Palantir's $448M Navy AI Blitz Ignites Defense Revolution: Submarine Surge Lights Up 5% After-Hours Rocket! 🚀🤖💥

$Palantir Technologies Inc.(PLTR)$ 🎯 Executive Summary Palantir just scored a game-changing $448 million contract with the U.S. Navy to deploy its AI platforms for speeding up submarine development and manufacturing, a massive win that's already sparking a 5% after-hours jump to $79.50 from $75.72 on December 10, 2025. Dubbed "Ship OS," this deal taps Palantir's Foundry and Artificial Intelligence Platform to modernize shipyards, slash timelines, and ramp up efficiency across the industrial base amid Pentagon's push for faster naval builds. With YTD gains at 150% and Q3 revenue crushing $726 million (up 30% YoY), this Navy nod could turbocharge long-term revenue by $1B+ annually if it expands to full fleet ops. For defense AI stocks like Lockheed
Palantir's $448M Navy AI Blitz Ignites Defense Revolution: Submarine Surge Lights Up 5% After-Hours Rocket! 🚀🤖💥
avatarJason_LSE
12-13 03:10
$Palantir Technologies Inc.(PLTR)$  only if PLTR can also conquer the SPACE industries then can justify bullish with current high valuation..lor. 😅
avatarJason_LSE
12-13 03:07
$Palantir Technologies Inc.(PLTR)$  only if PLTR can also conquer the Space industries then it will turn bullish with current valuation.
avatarRagz
12-11
$Palantir Technologies Inc.(PLTR)$  PLTR send to be heading into overbought territory
Check this 

Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!

Whether $Palantir Technologies Inc.(PLTR)$ bounces from its current range or heads to new lows depends on a mix of its fundamentals, investor sentiment, and broader market conditions — especially how people are thinking about AI right now. In this article, I would like to walk through both the bull and bear cases, then my view and some scenarios to watch. What’s Going On with Palantir Right Now Strengths / Bull Case Very Strong Growth Palantir’s Q3 2025 revenue came in at $1.18B, up 63% YoY. Adjusted operating margin is very high (reported ~51%) per Fintool. It is generating strong free cash flow. Its "Rule of 40" (growth + profitability) is very favorable. Enterprise AI Demand The U.S. commercial business is accelerating: in Q3, U.S. commercial r
Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!
avatarkoolgal
11-27

The AI Gold Rush vs The Big Short : Which Side Are You On?

🌟🌟🌟The market is currently a battlefield between 2 powerful emotional forces : the exhilarating optimism of the AI revolution and the chilling cautionary tales of market bubbles. Investors are forced to choose: Do you ride the soaring tide of innovation with $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$  or listen to the stark warnings of skeptics like Big Short investor Michael Burry?  There is no middle ground, only conviction and risk.  Which side are you on in this high stakes emotional drama?  The side of the boundless AI future or the side of historical correction?  The Heartbreak of Overvaluation?&n
The AI Gold Rush vs The Big Short : Which Side Are You On?
avatarzhingle
11-25
$Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat
Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit
avatarShyon
11-27
From my perspective, Michael Burry raises valid concerns, but I don't fully subscribe to his extremely bearish stance. Yes, the AI sector has seen massive capital inflows, and valuations—especially for names like Nvidia $NVIDIA(NVDA)$   and Palantir $Palantir Technologies Inc.(PLTR)$  —have expanded much faster than near-term earnings. But unlike the dot-com era, today's AI adoption is already generating real enterprise demand, not just speculative hype. That makes the current cycle fundamentally stronger, even if sentiment sometimes gets ahead of itself. At the same time, I acknowledge that parts of the AI market are clearly pri

🎁What the Tigers Say | Wall Street’s Wake-Up Call: Market Pullback or Panic?

U.S. stocks suffered a sharp sell-off on Tuesday, marking the biggest drop since early October. The $NASDAQ(.IXIC)$ plunged 2.04%, the $S&P 500(.SPX)$ fell 1.17%, and the $Dow Jones(.DJI)$ slipped 0.53%. High-valuation tech names led the rout — $Palantir Technologies Inc.(PLTR)$ sank nearly 8% despite beating earnings expectations, $Tesla Motors(TSLA)$ tumbled over 5%, and $NVIDIA(NVDA)$ lost almost 4%. The sell-off came just a day after “Big Short” investor Michael Burry disclosed massive put options against both Palantir and NVID
🎁What the Tigers Say | Wall Street’s Wake-Up Call: Market Pullback or Panic?
avatarKSG
11-22
$Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed
avatarBarcode
11-04

🤖📊🚀 Palantir’s AI Empire: Decoding the Ninth Beat That Could Redefine Tech Valuations 🚀📈🧠

$Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’ve spent over twenty years dissecting market cycles, and right now, Palantir stands at a pivotal crossroads that screams opportunity. Tonight’s Q3 earnings release isn’t just another quarterly update; I see it as the catalyst for Palantir to deliver its ninth straight EPS beat, fuelled by explosive AI demand and ironclad execution. Polymarket odds sit at 86% for an upside surprise, backed by $3.2 million in whale call sweeps recorded today on unusual options activity scanners. Street consensus pegs EPS at $0.17 on $1.09 billion revenue, implying 48% year-over-year g
🤖📊🚀 Palantir’s AI Empire: Decoding the Ninth Beat That Could Redefine Tech Valuations 🚀📈🧠

Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?

$Palantir Technologies Inc.(PLTR)$ A Technical Breakdown, Sentiment Shift, and Buy-the-Dip Strategy Palantir investors are no strangers to volatility, but yesterday’s 7% reversal sent a very different message. PLTR didn’t just pull back—it lost the $170 level decisively, breaking below a key psychological and technical support zone that had held firm for months. The sudden move has reignited a familiar concern among traders: Is Palantir about to fill the earnings gap? And if so, where does the decline end? The stock now sits at a fragile inflection point. Momentum traders have flipped bearish, institutions are watching the volume shelves closely, and retail is torn between “buy the dip” and “is this the top?” At the center of this debate lies one
Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?
avatarBarcode
11-04

🚀🧠📊 Palantir’s Quantum Leap: AI’s Silent Architect Reshapes Enterprise and Defence 🚀🧠📊

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Robinhood(HOOD)$  Executive Summary: I’m convinced that PLTR is entering a new paradigm of growth and execution, with Q3 2025 acting as the ignition point. The catalyst: explosive U.S. commercial growth (+121% YoY) paired with an elite Rule of 40 score of 114%, prompting a material guidance raise and institutional momentum. Even measured against giants like NVDA and HOOD, Palantir’s combination of scale, margin and structural moat demands respect. The stock is signalling a 50–100% upside over the next 12–18 months and, based on volume and options flow ahead, momentum is building. Financial Performance Breakd
🚀🧠📊 Palantir’s Quantum Leap: AI’s Silent Architect Reshapes Enterprise and Defence 🚀🧠📊
avatarIsleigh
11-15

🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?

$Palantir Technologies Inc.(PLTR)$   Palantir's 7% tumble didn't happen in isolation. It was the perfect storm of rate-cut fears, stretched valuations, and momentum traders taking quick profits after last week's Nvidia-led AI rally. But the chart is now screaming one thing: 👉 $160 is the gap-fill magnet. Here's why this level matters: 1️⃣ The last earnings gap sits exactly at $160 PLTR's explosive post-earnings breakout left an untouched liquidity pocket between $159–$162. Stocks LOVE filling gaps. PLTR is no exception - it's done so almost every earnings cycle. 2️⃣ Options flow is clustering at $160–$165 Big-money hedges have shifted downwards, suggesting market makers expect a test of that zone before sta
🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?
avatarkoolgal
11-16

Will Palantir Fill the Gap at USD 160?

🌟🌟🌟The phrase "fill the gap" refers to when a stock price moves back to a level it suddenly skipped over.   If $Palantir Technologies Inc.(PLTR)$  declines to USD 160 it would represent a significant downturn from its last trading price of USD 174.01. What Caused Palantir's Recent Decline?  Michael Burry of Big Short Fame recently disclosed Bearish bet against Palantir which contributed to the stock's recent decline.  In addition to that, there were broader concerns about its high valuation and overall Bearish sentiment in the tech sector.  This decline occurred despite Palantir's strong Q3 25 earnings report.  What To Consider : Despite Bearish sentiments, some analysts like W
Will Palantir Fill the Gap at USD 160?
avatarWeChats
11-16
$Palantir Technologies Inc.(PLTR)$   🔥 Palantir’s Pullback Isn’t a Breakdown — It’s a Launchpad. Is $160 the Golden Reload Zone? $PLTR Palantir dropped 7% yesterday, sliding toward the $160s — and instantly the doomers came out calling the rally over. But if you look closely, this wasn’t a trend failure. It was a classic Palantir shakeout — the kind it uses to trap the weak hands before ripping again. Zoom out. PLTR has been one of the strongest trending AI names in the entire market. Every aggressive push higher has been followed by: A fast flush A gap fill A violent rebound This stock likes to clear leverage before moving to its next target. And right now, the chart is setting up the exact same pattern again.

Palantir (PLTR) AIP and Commercial Segment Strong Growth For Earnings Surprise

$Palantir Technologies Inc.(PLTR)$ is scheduled to report its Q3 2025 earnings on Monday, November 3, 2025, after the U.S. market close. I have a long-term position on Palantir which I believe it could be making another new highs for upcoming earnings. Q3 2025 Earnings Analysis & Key Expectations The consensus among analysts points to continued strong growth, but Palantir's current valuation sets a very high bar for the company to clear. Expected Financial Metrics (Consensus Estimates) Key Factors Driving the Narrative AI Platform (AIP) Momentum: The explosive adoption of Palantir's Artificial Intelligence Platform (AIP), particularly in the U.S. Commercial segment, is the primary growth engine. The company needs to show that this momentum is
Palantir (PLTR) AIP and Commercial Segment Strong Growth For Earnings Surprise