NASDAQ:PLTR

Palantir Technologies (PLTR)

166.56
+0.70 (0.42%)
as of Sep 11, 2026, 4:01:10 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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BUY
Companies will need to increase cybersecurity from attacks which are inevitable. Such stocks will benefit with a massive growth tailwind from this reality, including Palantir. PLTR has held well in recent weeks at support levels while similar SPAC names flagged.
DON'T BUY
The most controversial stock in this market, because Ark keeps buying. Last quarter was merely okay. Smart managers, but this stock is such a battleground.
TOP PICK

Some volatility. Leaders, along with c3.ai, in AI. Cutting edge in AI. Two platforms, one for government and one for commercial businesses. Helps people make better decisions, and it works. Buy 1/2 here around $26, and if you're lucky, another 1/2 around $22. Price target of $38. No dividend. (Analysts’ price target is $27.38)

DON'T BUY
Involved in big data. Excellent earnings, revenues projected to rise, stock price fell. How could this happen? Investors got giddy about the future, and the stock price got ahead of its fundamentals. Good company, lots of opportunity. Be aware that it has only the one customer in the US government and CIA.
BUY

Their IBM deal today is good; IBM is a fine partner, it's good to bring in artificial intelligence, and this deal verifies Palantir This is an "enthusiast" stock, which rises no matter what the quarterly report is, and PLTR has gone up a lot.

COMMENT
They do cybersecurity technology, but he doesn't know much about their contracts or clients. But cybersecurity is here to stay.
WATCH
Two analytic platforms for data to enable better decision making. Applies AI capabilities on top of the data. Now just shy of $30, his price target. A large market opportunity, so he remains bullish on it, but is watching it carefully.
DON'T BUY
Fairly new company in data analytics. Most of their business is with the US government. Could grow into a meaningful company, but the jury's out. A lot of companies are in this nascent area. Priced highly for assumed success, but it's less than guaranteed. He'd rather pay a little bit more for certainty.
TOP PICK
It recently went public in a direct listing. They do data analytics [in the area of intelligence and counter-terrorism] and are signing large contracts. They have strong customers and boasts high margins, because they don't customize software for each customer (which raises costs). The stock has done very well and is popping today. In five years, the stock should be much higher. (Analysts’ price target is $13.86)
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