PLTR
6 MonthsExtraordinary company, impossible valuation
Start price
$143.00
Current
$143.00
Target
$95.00
How it's going
0.00%Another View
Disagree? Make your own Bull Call on PLTR.
Where members stand — not who's right. The market decides that.
The Call
I'd own it 40% lower. At today's multiple you're underwriting near-flawless execution for years. Any deceleration or SBC scrutiny and the air comes out fast.
What people are saying
Valuation discounts perfection.
One of the highest revenue multiples in software leaves no margin for a soft quarter.
SBC dilutes shareholders.
Stock-based comp remains elevated relative to free cash flow.
Sentiment is stretched.
Retail enthusiasm has driven positioning that can unwind quickly.
Biggest risk
Commercial growth stays above 30% and the market keeps paying up for scarcity.
What would prove me wrong
Revenue growth reaccelerates above 35% YoY with expanding margins for two quarters.
The other side, from AI
The bull would argue the downside is priced and a single beat re-rates the name. Consider what invalidates your short.
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: $95.00.
Bulls and Bears on PLTR
1 Bull Call · 0 Bear Calls from other members.
Bears · 0
No Bear Calls yet.
Edit history
No edits since posting. Original call intact.
What people think
Real reactions, not just likes.
Palantir Technologies
My Call
Extraordinary company, impossible valuation
Start
$143.00
Target
$95.00
Confidence
58%
Biggest risk
Commercial growth stays above 30% and the market keeps paying up for scarcity.
Devin Osei
@devinmacro · Jul 8, 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
- • No position
Not financial, investment, legal, or tax advice. What’s Your Call? does not execute trades. Market data may be delayed.