Analysts Highlight Valuation Risks as Palantir Outpaces Tech Peers in 2025 Palantir’s stock has surged 22% year-to-date, outstripping major tech names like Nvidia and Oracle, which have posted double-digit declines. However, with Palantir trading at a steep premium—over 150 times earnings—some analysts warn the company’s high valuation could limit further upside, especially if growth expectations are not met.45