NASDAQ:PLTR

Palantir Technologies (PLTR)

167.42
+1.56 (0.94%)
as of Sep 11, 2026, 7:17:14 pm Market Open.
366 watching
0
Investor Insights
star iconSep 11, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Palantir Technologies (PLTR-Q) has impressed analysts with remarkable revenue growth, particularly in its government contracts, which saw a significant increase in recent results. The company reported a 93% year-over-year growth in its commercial segment, contributing to a broader narrative of accelerating enterprise adoption. However, the stock is often described as expensive, trading at high price-to-earnings ratios that raise valuation concerns among experts. Despite the optimism around its AI capabilities and government partnerships, there remains a cautious sentiment regarding potential risks associated with its dependency on government contracts and market volatility. Some analysts recommend holding or buying on dips, while others advise waiting for a more favorable valuation before entering the market.

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Consensus
Hold
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Valuation
Overvalued
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WATCH
He owned it and took profits. Recent earnings showed loss per share, but beat on revenue. Follows it closely, as it's the premier in AI. (Analysts’ price target is $11.86)
WATCH
Hub when it comes to AI. Price targets have been ratcheted down. One issue is constant lockups and stock issues to attract talent. Long-term hold, difficult to trade. Fantastic total addressable market of $120B. (Analysts’ price target is $13.90)
HOLD
Watching company, but hasn't invested yet. Hard to determine if A.I. will affect bottom line in a positive manner. Company good a data aggregation. Concerned about lack of visibility on metrics in business (government contracts are opaque). Deal size of government contracts create large volatility in earnings.
WAIT
Leader in AI, with the smartest people. Will become a significant player, but still early. Not profitable, and profitability is years down the road. Total addressable AI market is 119B. Lots of the megacaps already have revenue to divert to AI. (Analysts’ price target is $10.56)
PARTIAL BUY
AI leader with lots of smart people. Great business model. Huge marketplace. 12-month target of $10.50. Employees exercising options depresses stock price. Great long-term investment. Buy here around $8, 7.50, and 7.
DON'T BUY
He isn't sure how secure their government contracts are or their growth rates. It is a recent IPO so it has a short track record. Unstable. He prefers Microsoft, Adobe and Servicenow.
DON'T BUY
He sold it. He was wrong about this.
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.
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