Added to YB: 2026-02-05
Pitch date: 2026-02-03
PLTR [neutral]
Palantir Technologies Inc.
-13.2%
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
$323.8B
Pitch Price
$155.41
Price Target
300.00 (+122%)
Dividend
N/A
EV/EBITDA
212.50
P/E
214.89
EV/Sales
70.82
Sector
Software
Category
growth
Palantir 4Q25 Earnings: The Coordination Premium
PLTR (earnings): 137% US commercial growth, 57% operating margins prove operating system thesis, not consulting. Once Ontology installed, no second one exists - reconstruction costs create moat. Bull case $300 (90% upside) if Accenture partnership scales delivery. Bear risk: growth deceleration below 25%.
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