Added to YB: 2026-07-03
Pitch date: 2026-07-01
PLTR [neutral]
Palantir Technologies Inc.
+0.24%
current return
Author Info
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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
$279.7B
Pitch Price
$128.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
131.39
P/E
131.15
EV/Sales
52.06
Sector
Software
Category
value
UBS is wrong on Palantir
PLTR (bearish): Author disputes UBS $200 PT (77x 2027E FCF, Cisco-1999-like). Adj for 5% SBC dilution, fair value ~$173-174. UBS implies 46% rev CAGR to $30B by 2030—better than MSFT/AMZN at same size. Even at 18% CAGR, value <$70. Only 1/8 firms sustain >10% 10yr CAGR. Math doesn't support it; likely downside.
Read full article (3 min)