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Added to YB: 2026-09-02

Pitch date: 2026-08-30

PLTR [neutral]

Palantir Technologies Inc.

-2.48%

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

$447.7B

Pitch Price

$184.50

Price Target

240.00 (+29%)

Dividend

N/A

EV/EBITDA

161.55

P/E

159.33

EV/Sales

71.24

Sector

Software

Category

value

Show full summary:
Palantir: Worth the Hype! Worth the Price?

PLTR (watchlist): Palantir’s AIP and customer bootcamps have helped reaccelerate growth from 12% in 2023 to 90%, alongside a roughly 65% margin and nearly 160% net dollar retention. However, at $185, valuation depends heavily on extraordinary growth continuing: modeled fair value ranges from about $110 on analyst estimates to $240 using Karp’s assumptions. A position would be considered around $100-$120 absent a material thesis change.

Read full article (14 min)