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Ryan Isherwood, Founder and CIOPalantir TechnologiesPLTRDON'T BUYJul 28, 2026

The PE remains too high. Wait for a lower one. Inflation is the biggest risk to high-PE stocks, and Palantir is the poster child of that.

Ryan Isherwood, Founder and CIO

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Stock price when the opinion was issued

$123.53

As of Jul 28, 2026. Market Open.

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WEAK BUY

It intrigues him. The PE is very high, but they are embedding themselves as a key supplier to many companies and the US government. This gives them pricing power. He doesn't own yet because of that PE.

PARTIAL SELL

Sentiment changed on this, falling. She sold a lot of shares on the way down. She loves what they do--they are the ultimate, original AI software company. They are executing. Is happy to hold the rest of her holding.

DON'T BUY

Is expensive. Problem is they depend on government contracts, and they're opaque, lacking clarity in their reports. Great technology. Maybe buy it cheaper.

RISKY

Executing well. Increasingly employing AI in day-to-day operations. Growing use in government/defense plus strong adoption by commercial customers.

Proving it can turn demand into profit and cashflow. Revenue grew an exceptional 85% last quarter. Valuation remains her biggest concern (roughly 40x next year's sales), leaving little room for disappointment/error. Be cautious.

HOLD

Sell into strenth?

Let it run. The stock got ahead of itself and is expensive, but if you took shares off the table, hold onto the rest.

BUY

The only software name he owns. Beaten down because it's put in the software bucket, plus relatively expensive compared to peers. Sometimes you have to pay up for a best-in-class asset. Last quarter's numbers blew it out of the water. Growing 80% YOY, very profitable.

Accelerating commercial revenue on top of government contracts. Helping companies adopt AI.

WAIT

Since September, it's been in a downtrend. Maybe the chart is basing, maybe. Wants to see a breakout first.

BUY

Is a defence play. Is down 28% because it's unfairly lumped into the software space. It will recover over time.

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TOP PICK

Last year, the company generated 4.48 B USD, the most of which — 2.40 B USD — came from its top-performing segment, Government, compared to 1.57 B USD the previous year. The greatest contribution came from United States, which accounted for 3.32 B USD last year, with 1.90 B USD the year before. Social media mentions are up 325% in the past 24h.

WATCH

That's a tired chart. It was the go-to name. Big US contracts. A hard one to get your head around. Take a look at the PEG ratio. It's going to be a winner, but is there disappointment risk in the stock?

(Analysts’ price target is $193.44)

BUY

It can't be hurt by any AI. He stands by it.

HOLD

It had a massive run and is now consolidating, but is seeing lower highs. Is support the past month, but hasn't broken out. Is neutral-downward. Reaching $150-160 would be encouraging, but is sideways now.

BUY

Customers love them, they have a great product, and the company is building a new base, though shares are -21% in the past 6 months.

BUY

Fabulous earnings back in February, tremendous outlook, and government contracts with US Army. Pressure on SaaS companies overdone. A Buy now, and a long-term hold.

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