Added to YB: 2025-07-07
Pitch date: 2025-07-03
PLTR [neutral]
Palantir Technologies Inc.
+36.61%
current return
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
$406.8B
Pitch Price
$134.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
434.25
P/E
395.36
EV/Sales
102.85
Sector
Software
Category
growth
Palantir: Powering Data-Driven Decisions in the Age of AI
PLTR (overview): Undervalued AI leader with 39.3% YoY growth, accelerating in all segments (US commercial +71%). AIP reaching $1B run rate. Strong moat via switching costs & IP. Trading at 214x fwd P/E, 8.4x PEG for 2026. Risks: International commercial weakness, high valuation (73.9x EV/S), 6.1% dilution. Balance sheet strong with $5.4B cash.
Read full article (13 min)