Added to YB: 2026-03-02
Pitch date: 2026-02-26
PLTR [neutral]
Palantir Technologies Inc.
+2.33%
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
$320.9B
Pitch Price
$134.07
Price Target
50.00 (-64%)
Dividend
N/A
EV/EBITDA
210.59
P/E
213.00
EV/Sales
70.18
Sector
Software
Category
growth
Burry vs. Karp - Palantir Technologies Inc.
PLTR (overview): Burry shorts at ~40x EV/sales, ~70x EV/EBIT (~$300bn mkt cap) citing broken biz model, nefarious accounting, rich valuation. Bull case: ~50% op margin, $7.2bn '26 rev guide, $10bn Army contract, AI tailwinds, antifragile positioning. Author sees fair value ~$50-100/sh vs ~$300 current.
Read full article (3 min)