NASDAQ:PLTR

Palantir Technologies (PLTR)

123.06
+0.80 (0.65%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
366 watching
0
Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Palantir Technologies (PLTR-Q) has garnered a mixed bag of opinions from analysts and experts. While many acknowledge the company's strong position in defense and government sectors, concerns about its high price-to-earnings (PE) ratio and reliance on government contracts persist. The stock has shown impressive revenue growth, particularly in government contracts, but its valuation remains a sticking point for some. There are conflicting views on whether to buy, hold, or sell the stock, with a common sentiment leaning towards exercising caution due to its elevated valuations and the potential impacts of inflation on high-PE stocks. Many experts express that while the company has a solid product and growth prospects, a significant pullback could provide a more attractive entry point for investors looking to capitalize on its long-term potential.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
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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.
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.
Showing 121 to 135 of 167 entries