Added to YB: 2026-08-28
Pitch date: 2026-08-26
PLTR [bearish]
Palantir Technologies Inc.
-4.02%
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
$426.5B
Pitch Price
$178.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
153.77
P/E
151.81
EV/Sales
67.81
Sector
Software
Category
N/A
The Lazy Consensus Has Four Stocks Backwards - Palantir Technologies Inc.
PLTR (short): At 154x trailing, 95x forward and a $423B market cap, Palantir prices perfection across geography, contract duration, margins and moat. Insiders net-sold $562M over the past year, 81% of revenue is U.S.-based, and Germany's DGSI contract loss shows sovereign-supplier risk. If growth slows from 93% to 50%, the multiple looks unsustainable. Counterpoint: Q2 U.S. commercial revenue grew 149%, net retention reached 157% and FCF margin was 63%; a steeper enterprise-adoption curve and rising international share could overwhelm the short case.
Read full article (1 min)