Added to YB: 2026-03-31
Pitch date: 2026-03-27
PLTR [neutral]
Palantir Technologies Inc.
-3.99%
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
$342.2B
Pitch Price
$143.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
224.82
P/E
227.08
EV/Sales
74.92
Sector
Software
Category
growth
Palantir Stock Breakdown: $1 Trillion Company or Bubble?
PLTR (overview): Q4 rev +70% YoY, 41% GAAP op margin, 230% ROIC, 87% FCF conversion. Ontology platform creates 'digital twin' of business operations. AIP bootcamps accelerate adoption: U.S. commercial +137%, gov +66%, 139% net retention. Competes w/ MSFT Fabric IQ & NOW but no direct rival yet. Trading 88x sales, 244x P/E; needs $100B rev (~36% CAGR decade) at 50% margin for ~10% IRR. High SBC (15% rev), share dilution 33% since 2021. Premium valuation requires extreme growth
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