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

Its share price was cited at about $184 and earnings were noted, but no investment thesis or recommendation was provided.

Palantir is mentioned in a CData advertisement about data connectivity. The reference is limited context and is not linked to Palantir's revenue outlook or investment case.

Palantir beat earnings expectations, but its stock still fell in a weak market. The discussion offered no view on its longer-term prospects or valuation.

The speaker was interested in building a larger long-term position but acknowledged near-term uncertainty and a possible decline toward $140. A close back above roughly $164.50–$165.50 could build confidence in a higher low.

A reported NHS contract extension could be positive if confirmed, given the difficulty of replacing its platform. Its valuation is not considered cheap and depends on sustained growth and customer retention.

One speaker said they bought Palantir during the prior day's sell-off, but no company-specific valuation case or price target was provided.

The speaker highlights Palantir's record quarter and commercial growth, and sees potential in software that helps businesses use AI models while managing costs. The stock fell despite the results; no valuation or price target is provided.

Cited at about 100 times earnings in a valuation comparison with Figure, highlighting a comparatively high valuation.

Palantir was described as not looking strong during the sell-off and potentially vulnerable if the broader market continues weakening.

Despite beating earnings expectations, the stock fell, illustrating that good results may not be enough when market sentiment is negative or expectations are high. Sentiment may improve after prices adjust, but further results are needed to confirm.

The speaker was bearish on Palantir's risk/reward at its roughly $400–440 billion valuation, citing growth expectations already priced in, potential AI competition from OpenAI and Anthropic, and a risk that software commoditization could weaken its pricing power.

The discussion was bearish overall, citing a roughly $440 billion valuation against an estimated $10 billion in forward sales, risks from AI competitors, and challenges sustaining high-priced enterprise growth. The speakers acknowledged that substantial growth remains possible but offered no specific buy recommendation.

The company exceeded earnings expectations but its stock fell, illustrating that strong results may not prevent declines in a difficult market.

The stock fell despite a strong quarter amid political uncertainty about data-center development and defense spending; actual policy changes remain unknown.

Palantir was reported down sharply as part of the broader sell-off in technology and growth stocks.

A breakout failed and the remaining position was stopped out at a small profit; $150 was noted as possible support, not a buy recommendation.

The host viewed the pullback and rebound as a possible mean-reversion opportunity and said the stock was unusually oversold, without providing a longer-term target.

It was presented as a possible relative beneficiary of a shift toward profitable software with less direct dependence on data-center CapEx, contingent on continued earnings and growth.

The speaker was long and described the quarter and results as amazing, although the stock was down about 5% during the discussion.

The longer-term setup was described as positive, but the stock rejected the top of its range and may weaken toward $144–$145 before forming a higher low.

Despite political-perception concerns, the speaker described business execution as strong and its software as embedded in important government and defense systems.

A bearish competitive-risk concern was raised: AI companies such as Anthropic could make some of Palantir’s software easier to replicate. The speaker had not analyzed Palantir’s earnings, and no earnings forecast or valuation target was given.

Beat earnings, with U.S. commercial revenue exceeding U.S. government revenue for the first time. Continued commercial growth could show expansion beyond government business, though its roughly $400 billion market value raises a valuation question; shares fell about 2% that morning.

Palantir beat earnings and delivered rapid revenue growth, with U.S. commercial revenue exceeding U.S. government revenue for the first time. The discussion viewed commercial traction positively, though shares fell about 2% despite the earnings beat.

Despite what the host called strong earnings, Palantir was down about 10% over the month, illustrating that strong results may not prevent a sell-off.

Bullish commentary attributes 6% year-over-year TCV growth and flat quarterly RPO to short-duration, eight-figure Sovereign AI deals. It also cites 76% year-over-year growth in average revenue per top-20 customer, 165% net dollar retention, and RBC's price-target increase from $90 to $130.

The speaker was long and praised the quarter and reported results as amazing and incredible, though the stock was down 5% during the session.

The speaker is bearish, arguing that the high valuation leaves limited upside relative to downside risk as AI competitors could offer similar capabilities more cheaply and weaken Palantir's pricing power and differentiation.

Reported down about 0.4% in a market snapshot, without further analysis.

Mentioned as a company investors could consider during major sell-offs, with its government business noted as a source of customer differentiation. No detailed valuation or current target was provided.

The stock was threatening a low and might find support if the broader market stabilized; the speaker said to watch whether any bounce became a lower high or reclaimed important levels.

Reported 96% revenue growth, 62% adjusted operating margins, 148% year-over-year US commercial growth, and 165% net dollar retention. The quarter is described as exceptionally strong, although the stock is down amid macro concerns and midterms.

Q3 revenue rose 96% year over year to $2.31 billion, and the company raised FY2026 revenue guidance to $8.53 billion.

Scheduled to report earnings, which could offer a signal about business adoption of AI. No specific performance expectations or valuation were provided.

The speaker described Palantir’s results and outlook positively, noting that it beat expectations and raised its outlook, although the stock barely moved after hours.

Shares are down after earnings; if the decline holds, tech stocks could have a rough day.

Reported quarterly revenue of $2.31B, up 96% year over year, and GAAP net income of $1.12B at a 49% margin. Raised FY26 revenue guidance to $8.53B, with U.S. commercial and government revenue growing 148% and 96%, respectively.

Expected to report earnings, which could provide evidence of AI adoption and business value; no forecast or recommendation was given.

Strong revenue growth, expanding customer use, high margins, and raised guidance support a bullish view, though high valuation, volatility, and softer sequential contract measures are notable risks.

Mentioned in connection with Stan Druckenmiller's past promotional comments; no current business assessment or recommendation was offered.

Mentioned in a sponsor advertisement claiming its platform uses CData's connectivity layer; this is not independent analysis or an investment recommendation.

Mentioned as a stock the speaker wished they had invested in earlier; the discussion offered no assessment of its current prospects, valuation, or risks.

Earnings were scheduled for that evening, with the host watching whether the reaction adds to pressure on technology stocks and the broader market.

The company was described as strong, but its high valuation may limit upside. AI competition and the challenge of sustaining rapid growth could create downside.

The host expected triple-digit growth and revenue above the cited Street expectation, but emphasized volatility and the need to compare actual results and guidance with forecasts. Defense exposure alone was not presented as determinative.

Palantir was reported lower or little changed, without a company-specific investment thesis.

Q3 2026 revenue is estimated at $2.18 billion with adjusted EPS of $0.41. FY26 revenue guidance is $8.150 billion–$8.158 billion, and adjusted free cash flow is estimated at $4.5 billion–$4.7 billion. Q4 guidance, U.S. commercial growth, and margins are key items to watch. The post cites a 126x blended P/E and estimates approximately 22% upside to $224 by December 2028 if valued at 66x estimates.

The speaker was conditionally positive, citing strong expected revenue and earnings growth, high gross margins, and pricing power, while warning that valuation remained a concern.

The speaker's trade was stopped out in profit after a breakdown; a reclaim of the breakdown candles is needed before considering the stock strong again.

Palantir was reported up 343% over the prior two years. The host cited its growth, AI products, and work with military intelligence and national-security agencies as reasons for his interest.