Stockchase Opinions

Bryn Talkington Palantir Technologies PLTR-Q BUY Aug 04, 2025

It reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.

$160.660

Stock price when the opinion was issued

Technology
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SELL
Bought at $17 and $70, wants to buy more.

Forget what you paid for something, as that's anchoring to the past. Loves the products, they're spookily clever. But the PE is 200x, so you have to believe that growth continues for 10-20 years without competition or economic slowdown. Be mindful of position size, given the valuation. Businesses can compress their multiples quite easily, without the news getting bad.

He'd take more than a little off the table.

BUY

The momentum is still there. Keeps going up, and he targets $200. It's a meme stock.

BUY

One of the fastest-growing tech company, with a super growth rate of 18-20% annually.

HOLD

Q1 earnings were 39% YOY, so they have a big bar to leap over in Q2. Some aren't sure they will. You can take profits now, nothing wrong with that, but he's not ready to.

DON'T BUY

Trading at a crazy 175x PE, though Q1 earnings rose 39% YOY. It's frothy.

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TOP PICK

Palantir Technologies Inc. is a pioneering data analytics company that provides software solutions to a broad range of industries, including government, finance, healthcare, and manufacturing. Established in 2003, the company has grown to become a prominent player in the data analytics field, offering platform solutions that enable organizations to effectively integrate, visualize, and analyze large volumes of data. Palantir's key products include Palantir Gotham, Palantir Metropolis, and Palantir Foundry. Social media mentions are up 5.1% in the past 24h.

TRADE

Valuation has expanded, business is growing. Look at selling a covered call. The thing is that all that volatility has made the options very expensive. Looking out to September, you can sell a $175 call for $8.15. That's 5% of the current share price for $15 of upside. Worst case is that somebody buys your position at a $15 increase, but you keep the $8.15 no matter what.

BUY

It reports Monday. He expects a blow-out, because they're getting tons of repeat business from consumer packaged goods to the Federal government.

BUY

Has strong margins and cash flow. Their organic revenue growth is 35% for 2025; hard to find another software company like this. Yes, the PE is rich at 229x and he gets why so many are skeptical. Yes, a pullback is possible.