Added to YB: 2026-10-15
Pitch date: 2026-10-13
PLTR [bullish]
Palantir Technologies Inc.
-3.15%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.
Market Cap
$502.2B
Pitch Price
$207.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
181.65
P/E
178.75
EV/Sales
80.11
Sector
Software
Category
growth
Which software companies do real work on AI models? Palantir
PLTR (quick overview): Palantir’s ontology gives AI models structured customer data, rules and permitted actions, enabling useful, verifiable enterprise work even with the weaker models available in 2023. Its NVIDIA partnership is designed to extend this into sovereign, air-gapped model refinement with customer-owned weights, contingent on refined open models being capable enough. The upside is that commoditizing models shift value toward Palantir’s ontology and governance layers; the risk is that commercial success remains unproven and cloud or model providers replicate the stack.
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