Added to YB: 2026-08-06
Pitch date: 2026-08-04
PLTR [bullish]
Palantir Technologies Inc.
-2.2%
current return
Author Info
No bio for this author
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
$390.9B
Pitch Price
$162.00
Price Target
375.00 (+137%)
Dividend
N/A
EV/EBITDA
140.63
P/E
139.12
EV/Sales
62.02
Sector
Software
Category
growth
Palantir 2Q26 Earnings: The Institutional Compiler
PLTR: Q2'26 rev +93% to $1.935B; US commercial +149%, US gov +90%. Adj op margin 62%, adj FCF $1.22B. NDR 157% vs 107% in Q3'23; rev +93% vs customers +24% = deepening not broadening. Ontology as 'institutional compiler' compounds each workflow. Bull thesis: growth duration. Risk: MSFT/ServiceNow distribution. YE2029 prob-weighted ~$207 (+65%); bear $72/base $190/bull $375.
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