Palantir: What Everyone's Getting Wrong Again [Seeking Alpha]
Palantir Technologies Inc. - Class A (PLTR)
Company Research
Source: Seeking Alpha
high-margin cash flows across defense, healthcare, and enterprise at scale. Palantir's AIP is disrupting enterprise AI with rapid, measurable impact, cutting ER wait times and OR downtime by 40%. Palantir's revenue grew 50% while SBC rose just 22%, showing it's scaling value faster than shareholder dilution. Despite its $225B market cap, Palantir's DCF projects $4.5–5B in FCF by 2029 and $8B+ by 2030, supporting a potential $240B+ terminal value with a 30x multiple—justifying today's valuation. Investment Thesis I've been long Palantir Technologies ( NASDAQ: PLTR ) for years, investing back when it was still trading around the $7 level, and was broadly misunderstood and underappreciated by the overall market. We've since witnessed a robust re-rating fueled by genuine business traction, not just Recommended For You
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PLTR
News
- Prediction: This Is Where Palantir's Stock Will Finish by the End of 2026 [Yahoo! Finance]Yahoo! Finance
- 3 Stocks to Watch In 2026 As AI Spending Becomes a Hot Topic [Yahoo! Finance]Yahoo! Finance
- How Much You'd Have If You Bet $10,000 on Palantir Stock in January and 1 Key PLTR Catalyst to Watch in 2026 [Yahoo! Finance]Yahoo! Finance
- Michael Burry is No Fan of Bitcoin. Should Investors Ditch Crypto Amid Recent Fragility? [Yahoo! Finance]Yahoo! Finance
- Aravolta Is the Software Powering Data Centers Behind the Scenes [Yahoo! Finance]Yahoo! Finance
PLTR
Earnings
- 11/3/25 - Beat
PLTR
Sec Filings
- 12/16/25 - Form 4
- 12/12/25 - Form 144
- 12/3/25 - Form 4
- PLTR's page on the SEC website