PLTR Palantir Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:42
Jul 18
Jul 18
The 3-week volatility of momentum stocks relative to the S&P 500 has hit a record 4.0x, with the index of US momentum stocks down 24% in July on track for its biggest monthly decline since 2008.
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
18:12
Jul 17
Jul 17
Monstrously overvalued and a classic value trap.
Despite strong business fundamentals, Palantir is monstrously overvalued at 59 times sales. It is a classic value trap that could suffer a massive correction and stagnate for years.
HIGH
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
16:48
Jul 16
Jul 16
Author says he bought PLTR more than a year ago at $30 and defends the long-term holding despite the short-term selloff.
MED
13:10
Jul 16
Jul 16
The author asks a speculative question about a potential partnership announcement, providing no position or directional view on any ticker.
LOW
20:50
Jul 15
Jul 15
Buy Palantir at $90; author's stated add-zone target based on undervaluation, with patient entry strategy contingent on bullish market conditions.
MED
12:07
Jul 14
Jul 14
Palantir essential enterprise AI middleware layer.
Palantir is a necessary middleware layer that protects enterprise data and usage when interacting with LLMs, filling a gap that the LLMs themselves do not address.
HIGH
06:24
Jul 14
Jul 14
Alex Karp's public rant against closed frontier labs for offering questionable value and stealing corporate IP is cited as part of the vibe shift. This positions Palantir as an alternative for enterpr
Alex Karp's public rant against closed frontier labs for offering questionable value and stealing corporate IP is cited as part of the vibe shift. This positions Palantir as an alternative for enterprises seeking data control and in-house AI deployment.
Risk: Karp's criticism could be self-serving; Palantir's own AI platform may face similar adoption challenges.
00:27
Jul 14
Jul 14
Author describes a put-selling campaign on PLTR while celebrating past profitability; no explicit forward long call.
LOW
00:23
Jul 14
Jul 14
Buy Palantir on strong fundamentals.
Palantir is a great company with strong profitability, huge revenue growth, little debt, and robust free cash flow; it can be bought at current levels.
HIGH
18:20
Jul 13
Jul 13
Palantir is a short
Palantir is probably a short at current prices, as mentioned by guest Alex during the Selini Summit, suggesting it is overvalued and due for a correction.
LOW
18:27
Jul 09
Jul 09
Rackspace's 25% drop on guidance cuts and ATM offering is framed as a potential buying opportunity by Seeking Alpha's Quant system, but the tweet itself is a neutral research summary without an explicit author position.
14:53
Jul 08
Jul 08
PLTR and MSFT win as AI orchestrators.
Palantir and Microsoft provide the AI orchestration layer that lets companies switch between models and avoid lock-in, positioning them as prime beneficiaries of enterprise AI adoption.
HIGH
14:01
Jul 08
Jul 08
Watch software names PLTR, RDDT, NOW, ZETA, MDB as the inverse rotation basket — they rally when AI/semi names sell off, but author does not claim ownership of these positions.
MED
10:47
Jul 08
Jul 08
The author calls a rare buying opportunity before Q2 earnings but does not explicitly state a position, so the tickers are indexed as watch.
01:09
Jul 08
Jul 08
Speaks of buying good companies at a discount and adding to winners, but post is a celebration of past move with no concrete catalyst or explicit current position.
LOW
18:49
Jul 07
Jul 07
Watch PLTR as the author provides a detailed investment thesis highlighting durable competitive moat and financial acceleration, but notes high valuation requires near-perfect execution.
MED
18:47
Jul 07
Jul 07
Monitor PLTR as a high-quality AI compounder; the author analyzes fundamentals and valuation but does not disclose a personal position.
MED
17:01
Jul 07
Jul 07
Long PLTR as part of author's software/defensive tech holdings. Up +18.6% on the week; author holds a meaningful position and benefits from semi-to-software rotation.
MED
15:59
Jul 07
Jul 07
Author holds short PLTR leap puts, up 20% and targeting 50% profit, implying continued bullish view based on the Fibonacci Pyramid pattern.
MED
15:50
Jul 07
Jul 07
Author added to WOLF at $34.3 as it hit his buying target and lists price targets for a basket of stocks he is patient to accumulate.
LOW
15:11
Jul 07
Jul 07
Monitor PLTR as AI orchestration layer with NVIDIA; only two confirmed joint customers, insufficient for conviction.
MED
15:09
Jul 07
Jul 07
Watch PLTR for potential upside from the NVIDIA collaboration, but confirmed joint-stack customers remain limited to Lowe’s and CenterPoint Energy.
MED
01:57
Jul 07
Jul 07
Watch PLTR as a preferred data-handling partner for enterprises; author highlights its advantage over frontier labs without stating a position.
MED
22:16
Jul 06
Jul 06
Security software stocks hitting new highs.
Cybersecurity and enterprise software stocks such as Palantir, CrowdStrike, Palo Alto Networks, and Oracle are repeatedly making new all-time highs, reflecting strong momentum and institutional inflows into the software space.
MED
15:05
Jul 06
Jul 06
Triple-digit P/E names are overvalued.
Names like Tesla and Palantir trade at triple-digit P/E ratios, which are not a sane place to put money even if profitable. The ever-increasing multiples in parts of the US market make them unattractive.
MED
14:03
Jul 05
Jul 05
Palantir is directly named as the partner in the Palantir-Nvidia deal to run AI inside classified government systems, a key sovereign AI use case. This partnership positions Palantir to capture recurr
Palantir is directly named as the partner in the Palantir-Nvidia deal to run AI inside classified government systems, a key sovereign AI use case. This partnership positions Palantir to capture recurring revenue from government AI deployments.
Risk: Government contracts can be lumpy and subject to budget cycles or policy changes.
08:07
Jul 05
Jul 05
Analysts are backing Alex Karp's AI vision for Palantir, calling the company the 'oxygen' behind enterprise AI.
11:12
Jul 04
Jul 04
The author identifies PLTR as a valid short idea from Burry while expressing personal disdain for short sellers, making it a bearish call.
About PLTR Analyst Coverage
Buzzberg tracks PLTR (Palantir Technologies Inc.) across 82 sources. 182 bullish vs 28 bearish calls from 157 analysts. Sentiment: predominantly bullish (35%). 445 total trade ideas tracked. Past 7 days: 4 bullish, 1 bearish, 7 watch. Latest voices: KobeissiLetter, wliang, Dmitry Solodin.