Palantir

PLTR

Technology

AI and data analytics platform serving government and commercial clients, known for its Gotham and Foundry products.

7 articles about Palantir

Palantir's Commercial Revenue Just Got Real

US commercial revenue crossed $500 million in Q4 2024 and is growing 55%+ year on year. The government-revenue concentration story is finally ending.

Apr 15, 2026

RiskPLTR

The Palantir Re-Rating Still Ignores the Customer Concentration Problem

Palantir is back near all-time highs. The consensus has forgotten the customer concentration risk that defined the bear case a year ago.

Apr 14, 2026

Market SignalsPLTR

The Chart That Explains Palantir's Entire Valuation

At 239x trailing earnings, Palantir looks indefensible. One chart — the operating leverage curve — tells you why the market keeps paying up.

Apr 6, 2026

ValuationPLTR

Palantir at 80x Earnings: What the Valuation Debate Is Getting Wrong

PLTR trades at a multiple that makes most analysts uncomfortable. The operating leverage story underneath it is harder to dismiss than the headline PE suggests.

Apr 4, 2026

Deep DivesPLTR

Palantir After the Drawdown: What the Operating Leverage Actually Means

Down 29% from its high, PLTR's fundamentals have never been stronger. The question is whether the valuation math can ever close the gap.

Apr 1, 2026

RiskPLTR

Palantir's Real Risks: What the 227x Multiple Has No Room For

Palantir's 2025 results were genuinely strong: $4.5 billion in revenue, $1.6 billion in net income, $2.1 billion in free cash flow. The valuation leaves no room for anything to go wrong.

Mar 29, 2026

ValuationPLTR

Is Palantir Overvalued? Unpacking a Valuation That Defies Easy Analysis

A 76x price-to-sales multiple on a company growing revenue 70% year-over-year with 82% gross margins. The valuation is extreme, but so is the underlying business transformation.

Mar 28, 2026