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Added to YB: 2025-07-07

Pitch date: 2025-07-03

PLTR [neutral]

Palantir Technologies Inc.

+36.61%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$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

Show full summary:
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)