PLTR
Palantir Technologies
Current price
1 Year
Shared horizon
53% Bull2 Calls47% Bear
Bull66% confident
AIP is turning a services company into a platform
JP@jonahcreatesThe 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.
Target: $185.00
See the full callBear58% confident
Extraordinary company, impossible valuation
DO@devinmacroI'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.
Target: $95.00
See the full callWhere they disagree
Bull: US commercial is inflecting.
Bear: Valuation discounts perfection.
Bull: Profitability is real now.
Bear: SBC dilutes shareholders.
Bull: Government provides a stable base.
Bear: Sentiment is stretched.
What they agree on: Both sides agree the AI/compute demand story is real — they just disagree on valuation and how much is already priced in.