Added to YB: 2026-06-25
Pitch date: 2026-06-22
PLTR [neutral]
Palantir Technologies Inc.
Author Info
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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
$279.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
131.43
P/E
131.19
EV/Sales
52.08
Sector
Software
Category
growth
I Bought Palantir at $6, Here’s Why I’m Still Holding
PLTR (holding update): Bought at $6, averaged to $23, holding through $207 peak & correction to $120s-130s. Q1'26 rev $1.63B (+85% YoY), GAAP NI $871M (53% margin), Rule of 40 at 145, NDR 150%, US commercial +133%, 11 straight quarters accelerating growth. FY26 guide $7.65B (+71%). Selloff is rotation to semis/infra, not fundamentals. Risks: 155x P/E, tough comps, Anthropic/OpenAI commoditization, fading rate income.
Read full article (6 min)