Palantir: I See No Overvaluation

Summary:

  • Palantir’s stock has surged 98% since my previous bullish call due to strong fundamentals and massive industry tailwinds.
  • AI-driven demand is fueling Palantir’s rapid revenue growth, with both business segments showing 25%+ YoY growth and new offerings launches enhancing its value proposition.
  • Palantir’s government contracts and innovative AI tools position it as a trusted partner, with industry tailwinds expected to drive a 29% CAGR in AI spending through 2028.
  • I think that PLTR is fairly valued at the moment, which is attractive for investors of such a stellar company.
Palantir Technologies office in Palo Alto, California, USA

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My thesis

Palantir (NASDAQ:PLTR) stock is on fire as it has rallied by 98% since my September 29 bullish article. I think that the rally is only partially explained by the FOMO effect because the company’s fundamentals are


Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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