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NASDAQ:PLTR

Palantir Technologies (PLTR)

179.94
+5.98 (3.44%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
366 watching
0
Investor Insights
star iconAug 22, 2026, 12:00 am

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

Palantir Technologies, symbol PLTR-Q, has generated significant buzz in the market, with reviews praising its robust 93% year-over-year growth and strong profitability, especially in its government contracts. Despite the impressive financials, many analysts express concerns over the company's high valuation, with price-to-earnings ratios soaring above 600x in some assessments, making it a challenging investment. The stock has been highly volatile, and while some experts recommend holding due to its strong fundamentals and customer loyalty, others caution against the risks associated with such high valuations and dependence on government contracts. Overall, the company's growth prospects in AI and government defense applications are acknowledged, and some analysts have set optimistic price targets, but the consensus on valuation remains critical, leading to mixed investment sentiments.

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Consensus
Mixed
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Valuation
Overvalued
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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.
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.

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