What top creators are saying about Palantir Technologies Inc.(PLTR)

Palantir is highlighted as a major player dominating the modern defense and innovation landscape, sitting directly at the center of the shift toward modern, asymmetrical warfare.

High-flying artificial intelligence software stocks like Palantir continue to attract dramatic short bets and ongoing debates over valuation despite strong top-line performance.

Target of new put options purchased for March 2027 with a $100 strike price, with a belief that the long-term value of the shares is under $1.

Successfully beat earnings reports and serves as a preferred angle for the AI trade.

Valuation is high relative to cash flow generation, leading to choppy performance and short interest.

Stock had a massive 40% week, management projects 130% growth next year, and bullish technicals suggest potential for a run to $200.

Exemplifies the success of momentum-driven tech investing in high-growth market cycles, contrasting with traditional slow-and-steady value approaches.

Palantir reported powerful results with 156% EPS growth and raised adjusted income guidance, though valuation remains a hesitation with high forward PEs.

Up 40% in a week, lifting software stocks

Gained 40% in a week, driven by strong execution and market recognition of its AI approach focused on outcomes, reaching a $400B market cap.

Discussed as a stock to potentially top-short with entry zones ranging from $169 to $174.

Hit a major milestone by breaking above the $170 resistance level with a 9% single-day move, outperforming many high-growth equities and silencing short-seller skepticism.

Associated with Peter Thiel, whose broader political and business agenda drew political scrutiny and criticism.

Stands out with strong enterprise adoption, massive operating leverage, and consistent execution that satisfies high institutional expectations.

Demonstrated exceptional business growth with bookings up 153% and strong enterprise demand for AI-driven data insights.

Experiencing significant corrections following prior parabolic moves, showing lower lows and lower highs.

Benefiting from increased regulatory urgency and administration support as part of the growing defense technology sector.

Highlighted as a notable private defense and dual-use tech company operating in the landscape of venture-backed startups driving innovation.

Currently toppy near its downward-pointing 200-day moving average; recommended to take profits on positions built at lower levels rather than buying aggressively.

Historically experiences a short-term sell-off following quarterly earnings reports, presenting potential post-earnings weakness as a buying opportunity.

Transitioned from being heavily doubted into a dominant force with massive government defense contracts, booming U.S. commercial adoption, surging profitability, and technological leadership in enterprise AI.

Partnership with Zeta Global is expected to provide strong long-term benefits, not yet meaningfully included in forward guidance.

Acts as a notable backer and partnership alignment for Zeta Global, sharing a similar early enterprise growth strategy.

Smashed earnings this week and represents one of the author's biggest stock positions.

Subject to an active short position amid enterprise software valuation headwinds and margin compression risks from AI.

Experienced immense upward momentum with short sellers losing $3 billion, though investors should be mindful of premium valuations.

Experienced a major gain of 29% and officially broken market structure to the upside, making pullbacks potential dip-buying opportunities.

Recently saw a massive 30% surge, with previous dips considered an absolute no-brainer gift for investors.

Palantir registered a monster quarter with revenue up 93% year-over-year, commercial sales up 149%, net income reaching $1 billion, and strong demand for enterprise AI.

Reported Q2 revenue of $1.94 billion beating expectations, raised full-year guidance to $8.15 billion, and showed massive enterprise demand for AI sovereignty.

CEO Alex Karp dismissed frontier lab valuations, emphasizing practical AI implementation in American industry, the Department of War, and growing GDP as drivers of success.

Reported strong Q2 2026 earnings with revenue up 93% YoY to $1.94B, GAAP net income of $1.062B, and raised full-year guidance to $8.15B.

Reported record Q2 2026 revenue of $1.94 billion with 93% year-over-year growth, raised full-year guidance to $8.15 billion, and maintained a Rule of 40 score of 155%.

Reports Q2 2026 results with expectations to announce $1.8B in revenue and over 50% operating margins; extreme conviction that the company will win in the age of AI through strong execution and enterprise application layer focus.

Reported strong growth metrics including 93% year-over-year revenue growth and acceleration in US commercial revenue, though initially faced a short position due to TCV concerns.

Demonstrating strong year-over-year growth around 80% and strong operating margins, making it one of the most profitable and high-growth software options in enterprise AI.

Protected from commoditization risks due to its unique forward-deployed engineering model and alignment with measurable enterprise value creation.

Foundational software play with high long-term conviction supported by robust enterprise adoption of AI foundry platforms.

Palantir presents a strong enterprise-software play for investors looking for exposure to secure, on-premises AI deployment and application management.

Collaborating with the Department of Government Efficiency (DOGE) for the second Trump administration, creating potential policy catalysts.

Breaking out to 126, though valuation highs may have gotten ahead of fundamentals.

Palantir is among the initial signatories supporting open-source AI models, emphasizing the industry-wide division over proprietary versus open-weight tech.

Bearish view as its core thesis regarding an ontology layer for LLMs is becoming obsolete as AI models handle raw data directly, and it faces increasing competition from frontier labs.

Bearish sentiment due to the erosion of their competitive advantage as AI models improve, competition from OpenAI and Anthropic deploying forward-deployed engineers directly to enterprise clients, and a high valuation trading at elevated multiples of sales.

Traded lower during broad market risk-off phases despite strong underlying enterprise demand and institutional adoption of its ontology platform.

Palantir's inclusion in the NVIDIA-backed Open Secure AI Alliance highlights its ongoing entrenchment in critical national security, defense, and enterprise software infrastructure.

Participation in high-profile security alliances highlights Palantir's integration into the broader enterprise and defense AI infrastructure landscape.

CEO Alex Karp emphasized unprecedented demand and massive enterprise adoption of its ontology and AIP offerings, positioning the company for long-term trillion-dollar growth.

Palantir is a major participant in the Open Secure AI Alliance, joining efforts to promote open-source AI as a cybersecurity asset.

Mentioned as a strong performer and active mover in the general equities market.