"is down 17% in the past month as of this writing. The stock is trading at prices last seen back in August of this year. For most stocks, this would be normal, but for PLTR stock, it may be a sign that it may be plateauing. From December 2023 to late October 2025, Palantir has delivered over 1,000% in gains. The number of headlines about this one stock rivaled , but there has been a lull ever since Palantir was rejected at $200."
"The biggest and most acute disincentive is the increasing doubt surrounding the AI rally. Palantir is one of the few companies spearheading it, and if AI stocks start retreating, PLTR would look particularly ugly. Wall Street won't pay a fortune for this stock if it won't get a fortune in return. At the same time, interest rate cuts are underway, and bulls think that this is a head fake."
"Palantir is not your run-of-the-mill hyperscaler AI company that is spending tens of billions on data centers. It is a pure software company that is genuinely seeing increasing levels of success. Michael Burry, for example, would argue that the AI market is in a bubble and is on the cusp of collapsing. But even he has little to say about Palantir except its valuation, because the company falls completely outside of that."
Palantir's stock is down 17% over the past month and is trading at prices last seen in August, suggesting a potential plateau after a dramatic run. From December 2023 to late October 2025, Palantir delivered over 1,000% gains but momentum stalled after a rejection at $200. Doubt surrounding the AI rally poses a major risk because Palantir is a leading AI company and would suffer if AI stocks retreat. Interest rate cuts are underway and some bulls view them as a head fake, while financial results show strong acceleration. Q3 showed a beat-and-raise with U.S. commercial revenue up 121% year-over-year and government revenue up 52%.
Read at 24/7 Wall St.
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