Palantir may be undervalued because the market values it as a software company while its opportunity is much bigger. It spans AI deployment, government contracts, enterprise adoption and mission-critical data infrastructure, and expensive stocks can stay expensive when the business keeps expanding. x.com 

Continued improvement in fundamentals and technicals could carry Palantir to megacap scale. A $1 trillion market cap is a realistic destination for strong growth companies, and Palantir appears on that path, though its timing is uncertain. Drawdowns remain opportunities to accumulate until the thesis changes. x.com 

Palantir's share price demands unusually fast cash and profit growth despite its strong business. At roughly $210, it implies 48.5% annual growth for five years; at 32% annual growth, the shares would be worth $96.64. It is a Watch, not a Buy at today's prices. Q2 sales rose 93% and cash flow after employee stock pay was $2.52 billion over 12 months, but government concentration, cancellable contracts and rising stock pay remain risks. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Palantir looks far too cheap if projected growth holds: extending the model into 2028 drops today's sales multiple to 12.4x. At a $329B market cap, projected 2027 revenue of $16-17B means about 20x sales; assuming a more conservative 60% growth gives $26.4B in 2028. Its 145% Rule of 40 score, 60% adjusted operating margin and 57% adjusted FCF margin are the best SaaS margin profile today, making 40-50x forward sales reasonable at this growth. Slower growth would compress the multiple. x.com 

Palantir has grown into its multiple and could look cheap within a year, as earnings rise faster than the Street moves estimates. At about $155, or 69x 2027 consensus EPS of $2.29, it looks expensive, but it trades at a lower next-year P/E than Datadog and Snowflake while growing about twice as fast, and its P/E per point of growth is under half MongoDB's. Revenue rose from $1.41B to $1.63B to $1.94B over three quarters, with Q3 guided near $2.16B, and EPS keeps rising about 8 cents a quarter. … Show more

Palantir's valuation leaves it vulnerable to a nasty reversal. Its attached metrics show 178.8x trailing earnings, 80.1x trailing sales on an enterprise-value basis, and 110x next-twelve-month earnings. x.com 

Palantir's government contract activity is growing sharply, supporting its resilience despite the share-price pullback. Its $2.1 billion in 12-month obligations is up 184% from the prior year, among the strongest increases tracked. The Cryptic Bottom Index remains green despite the pullback. Its score is among the highest in the Cryptic Research System, led by growth and profitability, though catalysts and valuation score weakest. x.com  x.com  x.com 

Palantir is worth its expensive valuation because its growth should carry it into a reasonable multiple over the years. It is projected to grow over 80% by the end of 2027, remaining deal value topped $6B, up 123.6% year over year, customers rose 23.6% to only about 1,000, leaving plenty of room, and its Rule of 40 score is 155%. x.com 

Palantir Technologies is exceptional as a business but overpriced at about 90 times forward earnings, so much of its future is already paid for. Revenue is growing 85% with a 60% operating margin, 150% net dollar retention and about $7.7 billion in revenue guided for the year, numbers that are genuinely rare at its size. Being right about the business and wrong about the price is still a loss. x.com 

Better AI models make Palantir more valuable to customers, whose higher spending makes it more cash generative. Its chart shows net dollar retention at 157% and quarterly free cash flow per share at $0.47, roughly 8x its level three years earlier. Palantir will soon be a 100-bagger alongside AMD. x.com