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Palantir Technologies (PLTR-Q) is viewed with a mixture of enthusiasm and caution by market experts. While many acknowledge its strong growth potential, particularly with a focus on AI and data analytics, there are significant concerns about its valuation, which many consider excessively high due to a PE ratio exceeding 100x. The company relies heavily on government contracts, and recent budget cuts in defense have raised questions about future revenue stability. Additionally, there is a prevailing sentiment that the current price levels are influenced by speculative trading, making it a meme stock at risk of volatility. Overall, while PLTR has promising long-term prospects in AI, its high valuation prompts experts to recommend waiting for a price correction before entering the market.
He's cautious. Fast-growing software name in the fast-growing business intelligence space. Probably one of the most expensive names out there in its universe, as it's seeing huge inroads with government and industry.
Half its business is government, and that's slowing outside the US due to moves by the US administration. Europe, for example, has been highly reliant on the US for defense. That's changing, as they try to repatriate a lot of those services.
Doesn't own high-PE tech names like this, and shares have run up so much. Maybe wait for a pull back to $90-100 to enter. In this case, he'd sell a put: sell the May $100 put for $8.85; this will generate nearly 9% over 3 months if the stock doesn't drop more than 12%. Can't recommend this. Then again, you can make money if this stock doesn't rise above current levels.
Exciting, momentum stock. Trades ~60x revenue. Not the type of stock his firm would put clients in. Incredible success, but momentum is a behavioural aspect. It aligns with the "greater fool" theory. You buy it, hoping there's someone who will pay you a higher price for it -- a dangerous strategy.
It's a good and cutting-edge company, but priced for success way out in the future.
His 12-month price target is $81, and today it's ~$79. Pretty evenly priced. If you own it, write some calls (2 week, not 1 week) against it, as analysts have price targets between $80-84 and there will be some resistance up there as people take profits.
King of data analytics. Total addressable market has exploded. If there was a correction, he'd buy in thirds at $76, $72, and $68.
Large spotlight on the company, which has created massive valuation run-up. However, believes company has enormous opportunity. Government demand for data analysis within the military very strong. Eventually the innovation within the military will eventually pass to the public - which will increase revenues. Is a good investment for the long term.
Palantir Technologies is a American stock, trading under the symbol PLTR-Q on the NASDAQ (PLTR). It is usually referred to as NASDAQ:PLTR or PLTR-Q
In the last year, 63 stock analysts published opinions about PLTR-Q. 21 analysts recommended to BUY the stock. 21 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Palantir Technologies.
Palantir Technologies was recommended as a Top Pick by on . Read the latest stock experts ratings for Palantir Technologies.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
63 stock analysts on Stockchase covered Palantir Technologies In the last year. It is a trending stock that is worth watching.
On 2025-04-11, Palantir Technologies (PLTR-Q) stock closed at a price of $88.55.
Previous high flyer, down 33% from recent highs. High beta and stretched valuation. 152x (yes, that's right) forward PE for 31% growth. Attracts a certain aura given that it's in AI and defense with inelastic demand.