Professional
Added to YB: 2025-11-24
Pitch date: 2025-10-03
PLTR [neutral]
Palantir Technologies Inc.
+2.45%
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
$179.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
434.25
P/E
395.36
EV/Sales
102.85
Sector
Software
Category
growth
Vision Capital Portfolio Holding: Palantir Technologies Inc.
PLTR (holding update): Re-accelerated 48% Q2 revenue growth driven by US commercial customers rising to 57% (from 12% in 4Q20), accounting for 31% revenue. Highest SaaS ACV at $4.8M, 128% net dollar retention. CEO sees 10x US revenue growth over 5yr (~58% CAGR). Added on Citron short attack.
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