Palantir Tech

Context

Palantir Technologies (Palantir) recently delivered a blowout Q2 2026 earnings report with revenue hitting $1.94 billion—a 93% year-over-year increase—and raised its full-year guidance on the back of a 149% surge in U.S. commercial revenue. The company’s artificial intelligence platform continues to scale rapidly across corporate and government sectors. Despite these elite growth metrics, the stock trades at an expensive forward price-to-earnings ratio above 110x, leaving the valuation vulnerable to sudden pullbacks if growth slows.

My trade

I am establishing a partial long position by buying shares near the recent $174 support level while utilizing collar options to hedge against near-term volatility. This balanced approach lets me participate in the company’s exceptional commercial momentum without exposing my entire capital base to the risks of a rich multiple. If the stock chops sideways or consolidates its recent gains, the option premium helps cushion the position.

Takeaway

Palantir remains a standout enterprise software leader with unmatched pricing power and robust operating margins, but its valuation requires extreme discipline. Investors should avoid chasing parabolic rallies and instead accumulate shares gradually during broader tech sector consolidation.

That is where you should be buying.

$Palantir Tech(PLTR.US)Palantir stock has jumped about 46% in August and 43% since its August 3 earnings report. Still, Wall Street sees about 10% upside from current levels. Trump's investment accounts also bought Palantir shares in June, adding another point of interest as the stock continues to rally. However, the stock's high valuation could limit further gains if growth slows.The company's revenue jumped 93% year over year, while U.S. commercial revenue rose 149% to $764 million. Earnings per share came in at $0.41, which beat the consensus estimate of $0.35 per share. Operating cash flow also reached $1.22 billion. The results showed continued strong demand for Palantir's products across commercial and government customers. Following Palantir's Q2 results, analysts upgraded the target price for Palantir, with an average of $200.

Personally, I took partial profit at around the $160 mark. Despite overall optimism on the company, I also held through the lows when it struggled to even break through $130 for the 1st half of the year. Hence, I will continue to hold and only look to buy more when the stock pulls back to $140+ or sell when the stock reaches $210+. @Captain's Treasure

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Source: amit

$Palantir Tech(PLTR.US)PLTR's fundamentals are genuinely exceptional:

Q2 2026 revenue was $1.94B, +93% YoY, beating estimates.

EPS was $0.41 vs $0.34 expected.

U.S. commercial revenue grew 149%.

The problem is valuation, not the business. Around $170+, PLTR is trading at roughly 100x+ forward earnings and ~67x sales.

If PLTR corrects toward $140–150, I'd be much more interested in adding. If it goes to $200 without a corresponding earnings upgrade, I'd become more cautious.

Another win for corporations, another loss for Americans

S a a S

Source: amit

Loved:

Palantir (PLTR) stock is flying high after a massive earnings beat. Q2 revenue grew nearly 93% year-over-year, fueled by huge demand for sovereign AI and U.S. commercial revenue jumping almost 150%. CEO Alex Karp called the quarter “otherworldly” as net margins expanded and free cash flow hit $1.22 billion.

The secret to this surge is the Artificial Intelligence Platform (AIP), which turns enterprise data into instant action. Unlike generic AI chat models, Palantir integrates directly into complex business and government workflows. Management raised full-year 2026 guidance to $8.15 billion, showing that enterprise adoption of their software layer is accelerating fast.

Still, valuation remains a hot debate. Trading at rich forward multiples, bulls argue the explosive growth justifies the premium, while bears worry about high expectations and stretched pricing. Overall, Palantir has cemented its spot as an undeniable leader in enterprise AI execution.

$Palantir Tech(PLTR.US) | Phillip Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿, raises PT to $𝟮𝟭𝟱 from $𝟮𝟬𝟮

$NVIDIA(NVDA.US)

Source: amit

BURRY:

Source: amit

$Palantir Tech(PLTR.US) Palantir investors had been waiting for their own change of fortunes around earnings reports. In recent quarters, strong results haven't always translated into higher share prices, largely due to expectations that seemed almost impossible to satisfy. This time around, however, Palantir produced results that proved difficult for the market to dismiss. Its recent report showed revenue jumping 93% year-over-year to about $1.94 billion, while U.S. commercial revenue surged 149%. Management raised its full-year outlook as well, providing further evidence that businesses are spending heavily to bring Palantir's AI technology into their operations. Goldman analyst Gabriela Borges sees considerable promise in Palantir's AI opportunity as well, although her enthusiasm comes with more reservations. The analyst believes "the key to unlocking stock outperformance" will be how much of the growing enterprise AI budget Palantir can win as customers broaden their use of different models. Borges believes Palantir's ability to help enterprises put AI into everyday use could prove particularly valuable. However, investors may still remain cautious over investing in Palantir due to its ridiculously high p/e ratio compared to its peers, which is definitely understandable. Nonetheless, I am sure most of us holders are just glad to see Palantir finally getting some love after sliding for months and stagnating at 120 price range. @Captain's Treasure

People always ask me if I got paid by $Palantir Tech(PLTR.US)

Palantir (PLTR) just delivered an “otherworldly” Q2 2026 earnings report, sending shares soaring nearly 30%. Total revenue rocketed 93% year-over-year to $1.94 billion, completely crushing Wall Street estimates. The core growth engine remains the U.S. commercial sector, where revenue exploded by 149%, proving that enterprise adoption of the Artificial Intelligence Platform (AIP) is moving fast from pilot tests to heavy production spending.

Management also raised full-year 2026 revenue guidance to an impressive $8.15 billion–$8.158 billion, backed by elite profitability metrics like a 62% adjusted operating margin and $1.22 billion in free cash flow. CEO Alex Karp’s focus on data sovereignty and operational AI decision-making continues to separate Palantir from traditional software providers facing competitive AI doubts.

The main debate for investors isn’t the strength of the business, but the sky-high valuation. Trading at a premium forward multiple, the stock leaves little room for execution slips. However, with net dollar retention hitting an elite 157%, bulls argue that Palantir’s unique ontology mapping makes it a foundational, must-have layer for enterprise AI transformation.

Have a good break everyone 😌

Breaking: Michael Burry has disclosed his updated positions

$Palantir Tech(PLTR.US)

Source: amit