Palantir remains a bullish conviction despite recent flat price action and valuation concerns, supported by strong commercial growth and robust free cash flow trends. PLTR's forward PEG ratio and improving free cash flow suggest valuation is less stretched than headline PE implies, aligning it with industry peers. Key risk: PLTR's low free cash flow yield means the market has priced in high expectations, making it vulnerable to earnings disappointments.
After a 600% rally, Wall Street is turning more cautious on Palantir (NASDAQ: PLTR) stock. Mizuho reiterated a ‘Hold' rating on January 21 but assigned a relatively bullish $205 12-month price target for PLTR shares.
When many investors talk about Palantir Technologies Inc. NASDAQ: PLTR, they'll point to a price-to-earnings (P/E) ratio of over 550x and a price-to-sales (P/S) ratio that is over 142x. These numbers support the idea that PLTR stock is overvalued.
PLTR's lofty valuation reflects confidence in execution, AI-driven software adoption and durable customers, if consistency continues.
Artificial intelligence has moved from experimentation to execution across defense and national security, reshaping how governments process data, plan missions and manage complex operations. Against this backdrop, BigBear.ai BBAI and Palantir Technologies PLTR stand out as two AI-driven companies deeply embedded in defense and intelligence workflows.
Palantir Technologies (PLTR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Palantir CEO Alex Karp said Tuesday that usage of artificial intelligence at hospitals "bolsters civil liberties," while also offering a warning to Europe.
Our multi-factor evaluation suggests that adding to PLTR stock may make sense at this stage, though with some caution. We remain positive on the company's fundamentals, and a $223 target price appears achievable over time if execution remains strong.
Palantir (NASDAQ:PLTR ) is not off to a wonderful start this year.
Palantir's growth shifted from new contracts to expansion-led economics, supported by net dollar retention consistently above 130%. Adjusted operating margins expanded from low teens in 2023 to over 40% recently, alongside revenue growth exceeding 50%. Deployment efficiency improved materially, with software installation time falling five-fold since 2019 and AIP bootcamps compressing time-to-value.
Shares of Palantir Technologies Inc. (NASDAQ:PLTR) continues to sell off to the start the new year, losing 3.80% over the last five trading sessions after losing 1.68% the five prior.
Palantir Technologies is upgraded to buy as insider selling slows and Q4 catalysts emerge. The pace of insider selling has slowed drastically in the past month, and the change is too large to ignore. Despite upward EPS revisions, I still see good odds for a positive surprise in Q4 due to fundamental catalysts.