Palantir is rated a buy due to its strong post-earnings rally track record and favorable technical and fundamental setups. PLTR's earnings forecasts have seen double-digit upward revisions, with historical post-earnings share price spikes averaging 21% over the last two years. Robust AI spending trends and expanding AIP use cases, such as the HD Hyundai partnership, support continued commercial growth.
Palantir's Q4 is a durability test, with valuation increasingly supported by shrinking downside risk rather than repeated earnings surprises. Rising retention, record backlog, and enterprise-wide deployments suggest a transition from discretionary AI spend to embedded infrastructure, compressing volatility and stabilizing multiples. As PLTR exits an event-driven regime, merely "solid" results may matter more than beats, signaling a shift from "show me acceleration" to "show me durability."
Palantir Technologies Inc. retains a Strong Buy rating, driven by robust growth in both government and commercial segments and a fortress-like balance sheet. PLTR's Q3 2025 revenue surged 63% to $1.18B, with U.S. commercial revenue up 121% and operating leverage driving outsized profit growth. Despite a forward P/E of ~292x and PEG of 5.12x, PLTR's premium valuation is underpinned by record contract wins and a unique dual-market position.
Palantir Technologies (PLTR) stock should be on your radar. Here's why – it is currently trading within the support range ($159.10 – $175.84), a level from which it has previously bounced back significantly.
The GraniteShares 2x Long PLTR Daily ETF ( NASDAQ:PTIR ) delivered a 179% return over the past year by design.
Palantir Q4 Preview: Set To Win The AI Bifurcation Trade
Palantir is scheduled to release its fourth-quarter financial report on Feb. 2. Wall Street is betting heavily against the AI software pioneer.
Palantir has recently been a top performer, with shares up 130% over the last 12 months. The company will need to overcome rising competition and a high valuation to stay relevant.
The company leverages AI for productivity and power solutions in data centers. FTAI trades at a high valuation but has strong growth prospects.
Palantir Technologies Inc. (PLTR) reached $169.6 at the closing of the latest trading day, reflecting a +2.23% change compared to its last close.
Shares of Palantir (NASDAQ:PLTR) have continued to sag in recent weeks despite a promising number of new developments, including a huge deal with South Korea's Hyundai, which is reportedly being pinned as being worth in the ballpark of “hundreds of millions.
Currently trading at close to 167x NTM P/E and 64x NTM P/S, Palantir Technologies Inc.'s elevated valuation multiples have reignited a "great valuation debate," with investors increasingly questioning durability of its premium. Yet on an intrinsic basis, the growth and earnings expectations currently embedded in PLTR's valuation premium remains intact, supported by sustained execution consistency and AIP-driven unit economic expansion. Critical forward-looking growth indicators, including PLTR's accelerating RPO, alongside strengthening total contract value bookings and an improving composition of remaining deal value, also reinforce revenue visibility and backlog durability.