Added to YB: 2026-04-23
Pitch date: 2026-02-19
PLTR [bearish]
Palantir Technologies Inc.
-15.3%
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
$349.1B
Pitch Price
$132.37
Price Target
68.00 (-55%)
Dividend
N/A
EV/EBITDA
229.48
P/E
231.70
EV/Sales
76.48
Sector
Software
Category
value
Palantir Technologies Inc. - $PLTR (short)
PLTR (short): Traded from $20s to $90s, now at 40x fwd rev on 2026 $7.2B guide. 54% gov rev, boosted by Trump admin ties (Thiel, Vance, Sacks). Polymarket: 84% chance Dems take House 2026, PLTR topped Oct 31. Dems targeting PLTR over ICE work; Vance unlikely 2028 nom. Cons 2030: $20B rev, $10B FCF. Bear: $13.1B rev, $6.8B FCF = 50%+ downside at 30x FCF. Catalyst: midterm vibe shift ends regime story.
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