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 a special company whose valuation, while not cheap, is far more reasonable than before and below some high-growth peers. This quarter is expected to bring $1.81B of revenue and $1.08B of operating income, 50% revenue and 100% operating income compounding over three years, and it usually beats by a sizable margin. At 95x earnings it is steep, but EPS is growing 96% this year with 43% compounding expected after, so it should not be cheap. x.com  x.com  x.com  x.com  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 

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 was undervalued going into Q2, and its results prove it. Revenue rose 93% YoY and EBITDA 155%, and with estimates rising it entered earnings at under 45x NTM EBITDA, perhaps closer to 40x, too cheap for 90-95% revenue growth at 62% EBITDA margins. The sell side's 45-50% revenue CAGR for 2027-2030 looks achievable or even conservative, implying $25-30B of 2030 EBITDA or free cash flow before any acquisitions. 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 

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 

Palantir's accelerating commercial growth, sticky contracts and high margins make it a standout aggressive growth name despite its premium valuation. Q1 2026 revenue rose 85% to $1.63B, US commercial revenue grew 133% and government 84%, and full-year guidance was raised to about 71% growth. CEO Alex Karp cites overwhelming demand it cannot fully meet, showing real platform adoption rather than hype. x.com 

Palantir is still expensive even after falling about 45% from its highs, so it is a great business but not yet a great stock to add. At its $207 peak it priced in perfection, at roughly 70x 2026 sales and 230x trailing earnings; near $113 it trades at about 38x sales and 127x earnings as the business keeps executing. Interest returns near $100, with more aggressive buying in the $80-90 range or if the stock moves sideways long enough for revenue and earnings to grow into the multiple. x.com 

Palantir has launched after a massive beat across the board and a sharp guidance raise. Revenue was $1.94B versus $1.81B expected and EPS $0.41 versus $0.35. FY26 revenue guidance rose to $8.16B versus $7.73B expected, and operating income guidance to $4.9B versus $4.5B. x.com  x.com