NASDAQ:PLTR

Palantir Technologies (PLTR)

126.79
-2.25 (1.74%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
366 watching
0
Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Palantir Technologies (PLTR) has drawn mixed sentiments from experts, with several praising its strong revenue growth, particularly a remarkable 85% increase last quarter. Many believe Palantir is at the forefront of AI innovation, especially in the government and defense sectors, indicating a growing commercial adoption of its services. However, concerns about its high valuation persist, as it trades at elevated price-to-earnings ratios of over 175x to 600x, raising questions about its long-term sustainability and potential for disappointment. Analysts note a significant dependency on government contracts, alongside criticisms regarding the transparency of its financial reporting. The company has seen a notable rise in social media mentions, reflecting heightened interest despite its recent downtrend in stock price.

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Consensus
Cautious
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Valuation
Overvalued
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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.
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)
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