NASDAQ:PLTR

Palantir Technologies (PLTR)

167.42
+1.56 (0.94%)
as of Sep 11, 2026, 7:17:14 pm Market Open.
366 watching
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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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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.

COMMENT
Likes it, but they don't divulge much information--it's a black box. Cathy Wood, though, could take this stock higher.
WAIT
Software to protect privacy. Went public last September. Trades at 40x revenue, very expensive. High expectations. Has had a really hard time since January. Great future, but not here today. A great company. Technicals are broken right now, so wait till they improve. Tech doesn't have momentum right now.
BUY

A fascinating business, though not in his wheelhouse. The next level of growth will come from companies that better manage data--and PLTR does this very well. This company will grow the commercial side of their business and do well. The high valuation is an issue for some investors. Like Shopify, this will likely grow into its high valuation.

BUY ON WEAKNESS
2020 IPOs cost too much, and are worth buying now that they are out of style and cheaper. He weakly recommended buying below $10, which happened in its first day of trading. This became a Reddit short, peaking at $45 in January stocking and has plunged to $24. It's a black box to really understand it. Buy below $20.
COMMENT
Risk is it becoming a momentum machines. Past performance draws in more dollars for a certain time. Mid-Feb and March saw a real sell-off. Be careful of expensive growth stocks. Not convinced they will start another major uptrend. There are more macro influences favouring reasonably priced value stocks. Not a lot of history and no earnings yet. Pure growth story. No metrics to value it on. Sentiment could sour and fall. Manage your risk and be prepared to sell.
BUY
Leadership in AI. Has attracted top talent. Price target is $33.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the long term prospects. A fairly unique company. In a tough environment for growth stocks. A buy with the recent weakness. Unlock Premium - Try 5i Free

DON'T BUY
A great growth company based on government contracts, but he doesn't know what those contracts are about. It's a black box, so he'll pass.
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