Palantir Technologies Inc. (PLTR)
Palantir Remains Our Top Tech Pick Of The 2020s
Palantir remains my top tech investment for the 2020s, delivering exceptional growth and outperformance amid the AI revolution. PLTR posted 115% YoY US revenue growth, 63% FCF margins, and annualized FCF nearing $5 billion, supporting its premium valuation. Momentum is accelerating: 149% YoY US commercial revenue growth, 220 $1M+ deals closed, and Q3 revenue guidance of $2.162 billion.
Palantir: Buy At An Elite Growth Valuation
Palantir Technologies Inc. maintains a Buy rating, with a price target of $287.20, reflecting 53% upside and justified by elite growth and margin expansion. PLTR's Q3 expectations are elevated, with consensus revenue and EPS above guidance, but investors seek a full-year guidance raise to sustain momentum. Key watch items include U.S. commercial revenue durability, international sales conversion, and margin recapture amid seasonal cost increases.
Tech leaders arrive at White House for AI luncheon with Trump
Tech leaders gathered at the White House for an AI luncheon hosted by President Donald Trump and House Speaker Mike Johnson. Anthropic CEO Dario Amodei, Nvidia's Jensen Huang and Tesla's Elon Musk are among the tech execs in attendance.
If You Invest $1,000 in Palantir Each Month Starting Now, This is What You'd Have in 5 Years
Palantir has already made some investors rich, but the next five years come with wildly different outcomes depending on which scenario plays out. Here is how a simple monthly plan stacks up against each one.
Nebius: Strong Buy As Palantir Unlocks A New Growth Engine
Nebius Group (NBIS) remains a strong buy, driven by a transformative partnership with Palantir (PLTR) that expands enterprise reach and diversifies customer acquisition. The Palantir agreement could significantly boost NBIS's compute demand, reduce customer acquisition costs, and facilitate modular data-center deployments with potential for prepayments. Valuation scenarios for NBIS imply 25% to 74% upside, with a base case price target of $375.88 and high target of $402.50, despite substantial CapEx and funding needs.
The $1 Trillion Question Facing Palantir Stock
Palantir just posted growth numbers that humiliated Wall Street estimates, yet the stock still needs to more than double before it touches a trillion-dollar valuation. Here is what the math actually says about whether that gap ever closes.
If You Invest $10,000 in Palantir Today, Here's What It Could Be Worth by 2030
Palantir just posted its ninth straight earnings beat and triple-digit revenue growth, but its valuation sits at levels that make even bulls nervous. Here is what five years of holding the stock could realistically do to a $10,000 position.
Palantir's Valuation Is Huge. So Is the Opportunity
Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.
Is Palantir Worth $250 or $1? Bulls and Burry Arrive at Opposite Conclusions
Palantir Technologies NASDAQ: PLTR recently received two fresh $250 price targets. It also has one famous short seller who thinks the stock is worth less than $1.
Palantir Stock Has a Growth Story Few Companies Can Match
Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.
Palantir: Expect Another Leg Higher
Palantir Technologies remains a 'Buy' as its recovery rally is just beginning, with significant upside potential over the next 12-24 months. PLTR's Q2 2026 saw revenue up 94% YoY and adjusted EPS up 156% YoY, with both commercial and government segments delivering robust growth. Commercial momentum is accelerating, driven by AIP adoption, strategic partnerships, and a net dollar retention rate of ~157%, positioning PLTR for further expansion.
Michael Burry expands short bets on Micron, Palantir and semiconductor stocks
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor markets. Burry disclosed his strategy in a Tuesday post on his Substack, saying he had added to the positions “in some size” as he questions the durability of the current semiconductor and AI boom.
