Palantir Just Announced a Lumen Deal. What Does That Mean for PLTR Stock Here?

Palantir (PLTR) closed around Thursday after LUMEN (LUMN) announced plans to publish “Foundry” and “AI platform”.

Dave Ward, head of technology at the company, said in a press statement today that eavesdropping on PLTR solutions would enable LUMEN to make “our smart and effective operations.”

Palantir shares decreased significantly from their highest level ever on August 12. At the time of this report, it decreased by approximately 18 % against this record.

LUMEN’s partnership is in line with the broader PLTR strategy of expanding its commercial presence beyond government contracts.

It will be shown at the next AIPCON 8 event from Palantir, and includes offers from more than 70 American commercial customers. This vision can attract more institutional customers to the data analysis company, which may enhance its position in the commercial sector.

The successful implementation of this partnership may open the doors for PLTR to secure additional contracts with other technical companies that seek digital transformation, leading to more bullish trend in Palantir shares.

Note that Palantir’s commercial revenues grew 93 % on an annual basis in the financial Q2.

While the LUMEN deal represents another major catalyst in the company’s commercial growth story, investors should notice that the rating of Palantir shares is still greatly extended.

Data Analysis Company is currently traded by the front price pricing rate (P/E) for more than 360x, making it one of the most expensive S&P 500 ($ SPX) index that it owns in the second half of 2025.

Palantir requires flawless implementation and exceptional growth of revenues to justify its double.

This indicates that the simple setbacks-whether in the delivery of the contract, the sustainability of the margin, or the demand bouts that the macro-can cause significant negative risks in PLTR stock.

The fees of the valuation are prohibited from the Wall Street, from recommending the purchase of PLTR shares at the current levels.

according to ParchartThe category of consensus is currently sitting on Palantir’s shares in “Hold” only with the average goal of approximately $ 156 no longer indicates more attention from here.