Added to YB: 2025-11-11
Pitch date: 2025-11-06
PLTR [neutral]
Palantir Technologies Inc.
+6.02%
current return
Author Info
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
$173.15
Price Target
274.32 (+49%)
Dividend
N/A
EV/EBITDA
434.25
P/E
395.36
EV/Sales
102.85
Sector
Software
Category
growth
Palantir: Only Getting Started - Q3 2025 ER Digest
PLTR (earnings): Q3 revenue accelerated to 68% YOY growth to $1.2B, net margin hit 40% (higher than MSFT/GOOGL), US commercial exploded 121% YOY. Nvidia partnership for co-selling. However, trades at 117x P/S, 454x P/E - even 45% revenue CAGR through 2030 yields only 6.6% stock returns.
Read full article (10 min)