Palantir Technologies (PLTR) stock was in a steady uptrend, backed by robust growth, and touched highs of $207.52 in November 2025. However, there has been a correction of almost 30% from highs even as Palantir continues to deliver growth.
The correction has been broad-based for the technology sector on concerns related to valuation coupled with the impact of significant capex on margins. At the same time, geopolitical tensions have translated into additional risks.
Recently, Iran’s Islamic Revolutionary Guard Corps (IRGC) has threatened to attack U.S. technology companies operating in the Middle East. The IRCG considers Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), and Palantir Technologies among the 18 “legitimate targets.”
While this is a risk for tech stocks, U.S. President Donald Trump believes that the military campaign in Iran is likely to end in two to three weeks. Therefore, beyond the conflict, the sideways-to-lower trend in PLTR stock seems like a good buying opportunity.
Founded in 2003 and headquartered in Aventura, Florida, Palantir initially built software for the intelligence community in the United States for assistance in counterterrorism investigations and operations. The company later diversified and started working with commercial enterprises.
Currently, Palantir has four principal software platforms: Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP). Through these platforms, the company served 954 customers as of December 2025.
Further, for FY25, the company reported 54% revenue from the government segment and 46% from the commercial enterprises. For the same period, 74% of the revenue was from customers in the United States.
Palantir is on a high-growth trajectory with 56% year-on-year (YoY) revenue growth in FY25 to $4.5 billion. Further, for FY25, the company’s adjusted free cash flow swelled to $2.3 billion. Amidst this growth, PLTR stock has declined by almost 21% in the last six months.
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