PLTR
1 YearAIP is turning a services company into a platform
Start price
$132.00
Current
$132.00
Target
$185.00
How it's going
0.00%Another View
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Where members stand — not who's right. The market decides that.
The Call
The bootcamp-to-production motion is real and the net dollar retention proves it. Commercial US is the inflection. Valuation is rich, but the growth durability is being underestimated.
What people are saying
US commercial is inflecting.
Customer count and revenue in US commercial are accelerating off the AIP motion.
Profitability is real now.
GAAP profitability and Rule-of-40 metrics de-risk the multiple somewhat.
Government provides a stable base.
Long-duration government contracts anchor revenue while commercial scales.
Biggest risk
Growth is front-loaded by hype and decelerates hard as easy deployments are exhausted.
What would prove me wrong
US commercial revenue growth falls below 25% YoY, or net dollar retention drops below 115%.
The other side, from AI
The bear would argue the upside is already in the multiple and any execution slip is a fast drawdown. Consider addressing valuation directly.
AI-generated. Not verified fact and not financial advice.
How it's playing out
Real daily closes since the moment this Call was recorded, shown as the move in the direction called. Target: $185.00.
Bulls and Bears on PLTR
0 Bull Calls · 1 Bear Call from other members.
Bulls · 0
No Bull Calls yet.
Edit history
No edits since posting. Original call intact.
What people think
Real reactions, not just likes.
Palantir Technologies
My Call
AIP is turning a services company into a platform
Start
$132.00
Target
$185.00
Confidence
66%
Biggest risk
Growth is front-loaded by hype and decelerates hard as easy deployments are exhausted.
Jonah Park
@jonahcreates · Jun 22, 2026 · 1:30 PM
Opinion and context, not financial, investment, legal, or tax advice. What’s Your Call? does not execute trades or recommend securities.
Disclosures
- • Owns this asset
- • May trade this asset
Not financial, investment, legal, or tax advice. What’s Your Call? does not execute trades. Market data may be delayed.