NASDAQ:PLTR

Palantir Technologies (PLTR)

123.06
+0.80 (0.65%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
366 watching
0
Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Palantir Technologies (PLTR-Q) has garnered a mixed bag of opinions from analysts and experts. While many acknowledge the company's strong position in defense and government sectors, concerns about its high price-to-earnings (PE) ratio and reliance on government contracts persist. The stock has shown impressive revenue growth, particularly in government contracts, but its valuation remains a sticking point for some. There are conflicting views on whether to buy, hold, or sell the stock, with a common sentiment leaning towards exercising caution due to its elevated valuations and the potential impacts of inflation on high-PE stocks. Many experts express that while the company has a solid product and growth prospects, a significant pullback could provide a more attractive entry point for investors looking to capitalize on its long-term potential.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
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SELL
He sold it. He was very wrong about this.
BUY
$16 is his price target, which has come down a lot. They provide two data-analytical platforms, one skewed to government platforms (over half their contracts), the other to businesses. Big clients include the Pentagon and US Dept. of Defence. They lead in this space, so it's good to own long term.
PARTIAL BUY
Not in his fund, but in separately managed accounts. Down 44% over the last 100 days. Awfully cheap. Leader in AI via two platforms. Addressable AI market is 120B. Nice moat. High customer concentration, but long contracts. A trade, more than an investment. Buy in thirds at 11.85, 11, and 10.5. Put your stop just under $10. (Analysts’ price target is $16.00)
DON'T BUY
Negative EBITDA, cash flow and return on equity places company into speculative class. Difficult to predict future of company without any predictable cash flows or business model. If looking for a safe investment, not a good option given speculative nature of stock.
COMMENT
Disappointing. Big, 37B company with tremendous backing behind it. Leader, visionary, good at execution say researchers. Pretty high customer concentration. He and other analysts give it a 12-month price target of $23.75. Has had a difficult time performing. Buy in thirds here around $18, 17, and a real bargain at 16.
DON'T BUY
Dynamic business. Lots of innovation opportunity. Excessive valuation, around 25x revenue (not earnings). Lot of future positive price moves are already built in.
BUY ON WEAKNESS
Has become more of a trading stock. $31 price target in 12 months. Darling in AI. Participating in a massively growing market. Very strong stable of large clients. Average contract length is just shy of 4 years, concentrated on the government side. Interesting around $21-22.
DON'T BUY
He's not sure they have any earnings now. They're involved in big data with the U.S. government their major customer. Lots of promise behind this futuristic technology. This trades around 30x revenue--high. They're priced for perfection. It doesn't pass his value test.
DON'T BUY
It has a lot of hot, speculative money in it. You don't want to be here, because those skittish shareholders will bail if this falls down.
BUY
They have special technology. Contracts are with the government, so he wished he had details, but can't of course. He still likes it.
STRONG BUY

Biden-Putin summit today The cybersecurity threat has been heightened even after today and will only get worse. Also, China creates tension between the U.S. and Russia. Zscaler, Crowdstrike, Palo Alto and especially Palantir--all these names will continue to work. His top pick here is Palantir, given their relationship with the U.S. government.

DON'T BUY
Distinguish between the company's fundamentals and how the market prices this stock. PLTR does big-data analysis with the U.S. government. Earnings have been distressed, but this is a nascent company. They are expanding beyond Washington for new contracts, so watch if revenue grows. How far into the future have investors priced in their success? 40x revenues. So, the market thinks PLTR is the future, but he doesn't want to buy a company with a 10-year projection like this. Too long. Too far.
BUY
Reports Tuesday morning. It's loved by the Reddit short traders. This could be another opportunity to buy. Shares are down from around $25 when the Reddit folks drove up the price.
BUY

Poster child for AI. Data massaging and SaaS. A more solid runway in front of it than C3.ai.

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