Overview
- Shares have risen about 9.5% over five sessions, lifting market value by roughly $40 billion to about $462 billion.
- Vanda data show retail investors were on pace to put nearly $8 billion into the stock in 2025 through Dec. 8, far outpacing prior years.
- A technical breakout above $190.39 helped extend the run as year-end positioning and rising institutional ownership supported momentum, according to market commentary.
- Palantir beat earnings expectations in November with EPS of $0.21 on revenue of $1.18 billion, raised fourth-quarter revenue guidance by about 12% versus consensus, and projected operating margin expansion.
- New and renewed business, including an expanded Accenture partnership, a multi-year DGSI renewal, and a recent two-year $448 million government order, bolstered confidence even as opinions diverge, with Bank of America more constructive and RBC flagging steep downside risk.