PLTR Palantir Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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01:11
Sep 02
Sep 02
Author mocks subscription-style content creators and reflects on past Palantir relationships.
Author mocks subscription-style content creators and reflects on past Palantir relationships, but makes no directional trade call on the stock.
LOW
21:22
Sep 01
Sep 01
PLTR could become core defense layer
Notes TITAN deployment could become a repeatable Army architecture, potentially making PLTR a core defense layer, but gives no explicit buy/sell direction.
LOW
09:13
Sep 01
Sep 01
PLTR favored over SNDK long-term
Long PLTR over SNDK for a decade-long investment horizon; the author views PLTR as the more attractive long-term pick.
MED
02:39
Sep 01
Sep 01
Palantir benefits from enterprise agentic AI
Watch Palantir as an enterprise workflow/execution owner benefiting from agentic AI adoption; no author position.
MED
00:49
Sep 01
Sep 01
Author highlights past 10x winners and current high-conviction setups.
Author highlights past 10x winners and current high-conviction setups, framing them as his own research and positions, with SPCX flagged as a warning for sector turbulence.
LOW
23:59
Aug 31
Aug 31
Palantir profitable growth was unjustly sold.
Cramer argues Palantir never deserved to fall because its revenue growth plus profit margin sums to 155 on the rule of 40, making it hard to sell such profitable growth.
HIGH
21:35
Aug 31
Aug 31
Author acknowledges PLTR as a past winner and likes the name but explicitly dismisses it.
Author acknowledges PLTR as a past winner and likes the name but explicitly dismisses it as a power name, offering no current position or forward call.
LOW
15:19
Aug 31
Aug 31
Regret trimming PLTR position heavily
Author expresses regret over not buying INTC and selling most of their PLTR position, framing both as past actions rather than current forward-looking calls.
LOW
03:20
Aug 31
Aug 31
Software with data moats leads AI.
Salesforce's post-earnings surge and Workday's strength show software companies with large existing customer data have a moat in the AI era because that data becomes the input for AI analysis. Microsoft is near record highs and Palantir is near new highs, supporting continued software momentum.
HIGH
22:12
Aug 30
Aug 30
Software data moat supports continued outperformance
Software stocks remain strong because companies with existing proprietary data have a durable AI-era moat. Salesforce surged nearly 30% after earnings, Workday rose after raising margin guidance, Palantir is near new highs, and Microsoft is near all-time highs. Park sees AI monetization entering a new phase in which software companies leverage existing data and customer relationships rather than collapsing.
HIGH
14:22
Aug 30
Aug 30
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy.
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy, and space, but frames it as exposure ideas rather than current positions or explicit buy calls.
LOW
21:00
Aug 29
Aug 29
AI software recovering, Palantir leading it.
AI software was weak through June but bottomed around July 23 and is now recovering. Palantir's earnings surprise is the main driver with a 46.2% August gain, while Intuit, ServiceNow, Salesforce, Adobe and Microsoft also rebounded, suggesting money is rotating back into AI software after the earlier selloff.
MED
13:12
Aug 29
Aug 29
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
18:00
Aug 28
Aug 28
Palantir price extreme; correction to 75-80.
Palantir's business is fine, but valuation is extremely high at about 69x earnings. Solodin says from such prices it can easily correct from 180 toward 75-80 and he would not enter now.
HIGH
15:00
Aug 28
Aug 28
SaaS companies will monetize via AI routing.
SaaS and enterprise software companies will experience a resurgence by acting as AI model routers, monetizing their proprietary user data by routing queries to cheaper open-source models and capturing the spread, similar to payment for order flow.
MED
14:45
Aug 28
Aug 28
The author observes a year-long sector rotation pair trade between AI and SaaS names.
The author observes a year-long sector rotation pair trade between AI and SaaS names, questioning the narrative that one sector's gain must hurt the other, without taking a directional position.
LOW
03:00
Aug 28
Aug 28
AI monetization benefits software names.
Nvidia said AI has started making money and reached an inflection point; this triggered buying in software, with Salesforce, Palantir and CrowdStrike rallying. The speaker views this as the most important point: AI is entering monetization and buying is spreading toward AI software.
HIGH
23:42
Aug 27
Aug 27
A very good consulting company breaking resistance.
Palantir is a very good consulting company and the stock is poised to break through key resistance levels.
HIGH
22:00
Aug 27
Aug 27
Software earnings prove AI monetization now
The speaker argues AI has moved from an infrastructure spending story to a monetization story. Nvidia's conference call said software companies are beginning to earn money from AI, and the market responded to blowout results from Salesforce, Oracle, Palantir, ServiceNow and Adobe. Supply rotated out of crowded semiconductors into software, giving software a clear win over hardware.
HIGH
19:11
Aug 27
Aug 27
Author promotes past winning trades as free setup examples but frames them as historical.
Author promotes past winning trades as free setup examples but frames them as historical performance, not current positions or forward calls.
LOW
13:25
Aug 27
Aug 27
Hyperscalers and software benefit from Nvidia demand.
Nvidia's massive revenue forecast is most directly bullish for hyperscalers and software/cybersecurity second-derivative trades, including Microsoft, Alphabet, Amazon, Palantir, and CrowdStrike, as investors position for the next phase of the AI trade.
HIGH
10:00
Aug 27
Aug 27
PLTR is experiencing a price pump on notably low trading volume. Low volume pumps are historically weak and prone to rapid reversals once standard selling pressure resumes. Enter a short position or buy puts to capitalize on the expected fade of this low-conviction rally. The broader AI bubble and market momentum could drag the stock higher regardless of volume.
LOW
19:07
Aug 26
Aug 26
Author provides a full portfolio update confirming new and added long positions in GILT, PL.
Author provides a full portfolio update confirming new and added long positions in GILT, PL, RKLB, MRVL, PLTR, and OUST, while noting a prior closed GOOGL position after a 161% gain.
03:16
Aug 26
Aug 26
Strong contract growth makes Palantir valuation attractive.
Palantir is showing strong revenue growth and a surge in new contracts, making its valuation multiple more attractive, although competition from other software firms is increasing.
MED
02:23
Aug 26
Aug 26
Palantir offers strong growth despite rising competition.
Palantir's revenue growth and order backlog are accelerating strongly, and its EV/EBITDA multiple has compressed from 200x to around 60x, making it relatively more attractive. While the stock can continue to rise based on strong earnings growth, investors should not expect multiple expansion due to rising competition from Anthropic, Mistral, and big tech entering the space.
MED
10:00
Aug 25
Aug 25
PLTR is exhibiting weak price action, described as being in a "downward dog position." The technical weakness in a low-volume, choppy broader market provides a shorting opportunity. Short PLTR based on its current downward momentum. The broader market could experience a sudden "fake pump" or short squeeze.
LOW
00:01
Aug 25
Aug 25
Great spec with an amazing quarter.
I am not backing away from my bullish call on Palantir. The company had an amazing quarter. While it is a speculative stock, the thesis is intact and I'm sticking with it.
HIGH
21:06
Aug 24
Aug 24
Author implies AI hype-driven software names like PLTR are overvalued if LLM monetization stalls. A de-rating of AI growth expectations would hit PLTR’s valuation hard. Bearish on AI narrative stocks with long-dated puts. Government/defense contracts provide a sticky revenue base for PLTR.
LOW
16:35
Aug 24
Aug 24
Palantir benefits from sovereign AI data
AI sovereignty is becoming a hot-button issue because enterprises want to retain control over their own data rather than hand it to OpenAI or Anthropic; Nvidia and especially Palantir are focused on sovereign AI data because controlling data can create a competitive moat and marginalize competing models.
HIGH
11:20
Aug 24
Aug 24
Enterprise AI demand is real
Dan Ives argues the AI demand cycle is real and not just CapEx circularity; he points to Palantir earnings and Microsoft's quarter as evidence that enterprises are signing on and giving a bright green light to accelerate AI initiatives.
MED
About PLTR Analyst Coverage
Buzzberg tracks PLTR (Palantir Technologies Inc.) across 119 sources. 262 bullish vs 42 bearish calls from 216 analysts. Sentiment: predominantly bullish (29%). 747 total trade ideas tracked. Past 7 days: 11 bullish, 1 bearish, 10 watch. Latest voices: endicottinvests, finnstockinger, ParadisLabs.