Added to YB: 2025-08-05
Pitch date: 2025-08-03
PLTR [neutral]
Palantir Technologies Inc.
+15.59%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.
Market Cap
$437.5B
Pitch Price
$158.53
Price Target
62.00 (-66%)
Dividend
N/A
EV/EBITDA
467.52
P/E
425.19
EV/Sales
110.73
Sector
Software
Category
growth
Palantir and the Illusion of Growth
PLTR (overview): Overvalued at 86x forward sales - pricing in perfect decade execution. Fundamentals don't justify 100x+ multiple when best software trades <30x. Good business (30% 5Y CAGR, improving commercial/gov traction, AI pivot) but priced for perfection. Even at extreme 40x sales, 60%+ downside exists.
Read full article (3 min)