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Stocker-Man

Long-Term Growth Investor & Swing Trader, Public Investing Journal

24 Jun, 18:32Latest

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

PLTR

26 May, 17:21

Palantir's valuation is becoming more reasonable as earnings catch up to the stock, while the business keeps growing fast. Shares are consolidating in the $130-$150 zone, and the P/E has compressed from above 200x toward about 150x, a healthy sign after a massive rerating. Palantir should be much higher over the next five-plus years, even with position size trimmed to manage concentration risk. x.com

PLTR

Joel

Long-Term Growth Investor & Options Trader

29 Aug

PLTR

Palantir remains a great company, but after a roughly 60% run in two months its valuation is much less compelling; price still matters. Its edge is connecting data across an organization and turning it into decisions and actions as companies and governments spend heavily on AI. Last quarter US commercial revenue grew 150%, US government revenue 90%, operating margin reached 62% and free-cash-flow margin 63%. A meaningful pullback would be worth watching closely. x.com

Masa’s Son

Non-Consensus Long/Short Technology Investor

10 Oct

PLTR

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

Danny cheng

Technology Investor, Homily Charts & Technical Analysis

29 Oct

PLTR

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

Marcos Milla

Former Analyst at the Federal Reserve, ETF/Stock Newsletter Author

3 Oct

PLTR

Palantir is overvalued, trading around 100 times forward earnings, 161 times trailing earnings and 73 times sales. x.com

The AI Investor

AI Stock Investing & Research

23 Apr

PLTR

Palantir still trades at 87 times sales even after falling 20% this year. x.com

Gabz

Stock & Crypto Trader, SuperTrend Indicator Owner

8 Oct

PLTR

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

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

12 Oct

PLTR

Palantir's roughly $500B market cap and 80x sales make it prudent to trim exposure despite continued affection for the company. Its tenfold run has already delivered substantial gains, not just the beginning; smaller speculative positions are getting crushed in this environment. x.com x.com

Quality Equities

Quality Equity Investor, Concentrated Portfolios

12 Oct

PLTR

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

StreetSignal

Market Research Newsletter, News Verification

6 Aug

PLTR

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

DON7SPY

Industrial Engineer, MBA Finance, Data/Supply-Chain Background, Options Analysis

10 Aug

PLTR

Palantir looks stretched again, back at about 69 times sales. Michael Burry added March 2027 Palantir puts after covering half his shorts near $107. A further run to $187-$198 would be the better level to lean bearish, and with software stocks running hot for two weeks, the whole trade may top out for a breather. x.com x.com

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