Palantir Technologies Inc. Class A (PLTR)
Palantir's Retail-Led Rally Might Have Structural Legs
Palantir stands out for its unusually high retail ownership among mega caps, creating both volatility risks and a rerating opportunity as institutions accumulate. Institutional participation is rising, though governance concerns and Palantir's IPO structure may have delayed this; the trend should continue, supporting the stock. Despite a sharp drop in FCF yield and valuation froth, Palantir's growth potential justifies a bullish outlook, similar to early-stage Microsoft.
Don't Like The Price? Don't Exit: Palantir Remains A Buy In My Books
I maintain my long-term buy on Palantir Technologies Inc., but I advise investors to be cautious at current levels due to potential near-term volatility. Palantir's fundamentals remain solid, driven by expanding government contracts, defense deals, and new partnerships in healthcare and finance. Valuation is stretched, leaving little room for execution errors.
Palantir Stock Soars 69% Year to Date: Time to Hold or Chase?
PLTR has surged 69% YTD on soaring AIP adoption and strong earnings, but rich valuation urges caution for new buyers.
Palantir Stock Soars — But Is The Risk Worth It?
Palantir Technologies Inc. (NYSE: PLTR) has continued its remarkable stock market ascent, driven by relentless investor enthusiasm for its AI-powered platforms serving both government and commercial sectors. As of June 6, 2025, Palantir stock closed at $127.72 — marking a 69% increase year-to-date and an eye-catching 420% rise over the past 12 months.
Palantir: Investors Want This Undervalued Gem With Explosive Momentum
Palantir's fundamentals are exceptionally strong, with accelerating revenue, robust operating leverage, and impressive cross-selling driving high-quality growth in both Commercial and Government segments. The stock's momentum remains powerful, supported by surging investor demand, stable share count, and a technical setup that suggests further upside potential. Valuation analysis indicates Palantir is about 30% undervalued, with a DCF-derived fair value of $166 per share and strong EPS growth prospects fueled by AI tailwinds.
Monster insider trading alert for Palantir stock
As Palantir (NYSE: PLTR) trades at new highs, insiders are cashing in, most recently, director Alexander Moore.
What DoD's Close Relationship With Palantir Means For Investors
Palantir's DoD contract expansion, especially with Maven and JADC2, positions it for strong, multi-year government revenue growth and market share gains. Q1 2025 results show 55% US revenue growth and 71% commercial growth, validating Palantir's diversification beyond government contracts and improving profitability. Palantir's integrated platform approach gives it a competitive edge over component-based rivals like AWS and Microsoft, especially for military and intelligence clients.
Palantir Stock Or Snowflake's?
In the past two years, artificial intelligence technology has dominated market discussions, primarily concerning big-tech stocks and semiconductor companies. However, two major data stocks are making significant investments in the AI revolution.
Palantir CEO Karp says AI is dangerous and 'either we win or China will win'
Palantir CEO Alex Karp told CNBC's Squawk on the Street on Thursday that the artificial intelligence arms race will end with the U.S. or China winning. "Our allies in the West, in Europe, are going to have to learn from us," Karp said.
Palantir: Don't Fool Yourself, The Euphoria Is Justified
Palantir's high valuation is justified by its sustained hypergrowth, with strong Q1 2025 results and raised revenue guidance signaling continued momentum. The company's impressive 39.3% YoY revenue growth and rising margins demonstrate operational excellence and resilience, outpacing even its own forecasts. Reduced marketing and R&D spending, alongside surging profitability, highlight PLTR's strengthening market position and efficiency gains.
Palantir: Bin The Valuation - This Is A Momentum Stock (Rating Upgrade)
I was dead wrong with Palantir in my three previous articles. With the broader markets on track to recover back to all-time highs prior to the tariff selloff, stocks with sky-high valuation ratios are thriving. Palantir's growth story remains intact. Q1 results show strong momentum in the US commercial segment, driven by large enterprises adopting the AIP platform.
Palantir: When The Bear Case Breaks, It Breaks Fast
Bears fixate on valuation multiples, ignoring that Palantir monetizes more like infrastructure than traditional seat-based SaaS. Bears misapply SaaS multiples to Palantir, ignoring its infrastructure-like margins, lock-in, and protocol economics. Slow onboarding isn't a weakness, it's a strategic moat that compounds data, automation, and monetization over time.
