Added to YB: 2025-08-07
Pitch date: 2025-08-05
PLTR [neutral]
Palantir Technologies Inc.
+7.24%
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
$406.8B
Pitch Price
$171.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
434.25
P/E
395.36
EV/Sales
102.85
Sector
Software
Category
growth
Is Palantir a Buy? A look into Q2 2025.
PLTR (earnings update): Staggering Q2'25 - rev +48% YoY, US Commercial +93% YoY, US Gov +53% YoY, FCF margin 53%. AIP driving growth w/485 customers (+43% YoY). $10B Army contract. Intl segment lagging (+12%). NDR 128%. SBC down to 16% of rev. Trading at 536x P/E, 110x P/S - extremely overvalued despite execution.
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