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Palantir Extends Rally as Five-Day Surge Lifts Market Value by $40 Billion

A technical breakout propelled fresh gains, with valuation debates persisting.

Overview

  • Shares logged a five-day winning streak with a 9.5% advance, pushing market capitalization to about $462 billion and year-to-date returns to roughly 156–157%.
  • Vanda Research data show retail investors channeled nearly $8 billion into the stock in 2025, a powerful flow that amplified the move.
  • Recent coverage cites a renewal with France’s DGSI and an expanded Accenture partnership, which investors view as strengthening revenue visibility.
  • Bank of America reported reinforced confidence after meetings, highlighting U.S. commercial traction and referencing a two-year, $448 million government order.
  • In November, Palantir beat earnings expectations with EPS of $0.21 on revenue up 62.8% to $1.18 billion and raised guidance for fourth-quarter revenue and operating margins, even as analysts caution on valuation and note mixed institutional signals.