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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BUY

They lived up to the hype and their last quarter. Good.

BUY ON WEAKNESS

Tremendous market cap, but has had some issues. Class-action lawsuits as a result of involvement in SPACs. Rising profit margins, great free cashflow. Leader in software stack. Concentrated clients, but they're sticky. Not a buy now, but try for $12-13.

(Analysts’ price target is $14.25)
DON'T BUY

He's been in and out of this name. It's taken off during this generative AI boom. PLTR is the king of AI and machine learning. Their Gotham platform serves government clients while Foundry serves business. The total market is $120 billion. Clients are sticky, averaging 3.6 years per contract. Shares are pricey now. He targets $16.25.

BUY

They delivered a terrific quarter.

WAIT

In the next month or two, there's going to be some correction or consolidation. Reward/risk level here is not great. Put stops on 20-30% of your position. Once we hit the corrective phase, perhaps September-October, look to re-enter. Has legs toward the $27 level around the end of 2025. Part of the AI wave.

BUY

Had a great quarter.

BUY

Was downgraded today. Shares have popped from $10 to $16. Their last quarter was the first good one they had in a while.

HOLD

Major supplier of data analytics with US government.
High exposure to A.I. leading edge. 
Trading at 10x revenue which is expensive.
Looking 10-15 years down the road, will be a good business.
Risky buy, but good for tech investors.

PAST TOP PICK
(A Top Pick Apr 04/23, Up 79%)

In spite of its recent spectacular run-up you could still start a position, especially in any sort of tech sell-off, for a very good long term hold. It is a securities services company and is at the heart of the AI discussion. It is a new company and the new CEO is well experienced and capable. If you own it you could trim some after the big gain but hold on to the rest.

TOP PICK

Not hitting new peaks like Palo Alto, but should double in 2-3 years. It is volatile, though. Take an initial position first. Has been basing for 6 months, but can reach $22.

(Analysts’ price target is $8.73)
WAIT

Doesn't see it going north of $10, a decent runway. High concentration of customers, where 61% of revenue comes from the top 20 customers. Signing up new clients. The king for data analytics and AI. Controversy about stock options being used to attract talent, cashing those in puts a lid on stock price. Great company.

DON'T BUY

They cursed on the conference call. They fail to execute.

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TOP PICK
Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and non-profit sectors transform the way they use their data. Social media mentions are up 175% in the past 24h.
BUY
One of the kings of data analytic platforms, in other words AI, machine learning, and deep learning. Talent costs money, so they give employees options, which they then monetize and it puts a lid on the stock. Given the target price, now is probably a good place to pick it up. (Analysts’ price target is $9.30)
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TOP PICK
Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and non-profit sectors transform the way they use their data. Social media mentions are up 888% in the past 24h.
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