---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38977276.md"
description: "For a period of time, the market has been valuing PLTR based on application stocks, with its price movements following the IGV index rather than the defense sector. After the two targeted operations in Venezuela and Iran, will the fundamentals of defense technology give PLTR additional valuation compared to software stocks? The divergence of PLTR relative to IGV in the night market can be seen as a confirmation.$Palantir Tech(PLTR.US)$iShares Expanded Tech Software Sector ETF(IGV.US)"
datetime: "2026-03-02T02:52:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38977276.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38977276.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38977276.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# For a period of time, the market has been valuing …


### Related Stocks

- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [GV.US](https://longbridge.com/en/quote/GV.US.md)
- [IGV.US](https://longbridge.com/en/quote/IGV.US.md)

## Comments (11)

- **无限制星级格斗士 · 2026-03-02T16:04:36.000Z · 👍 2**: $Palantir Tech(PLTR.US) It's not quite appropriate to focus too much on the P/E ratio. P/E is a reference, but not the only one.Military and government recognition and trust are the best demonstration of moat capability. It doesn't need to immediately secure many government or corporate contracts; i
  - **lyhalfway** (2026-03-03T00:19:50.000Z): Yes, it's because of the valuation premium brought about by monopoly expectations. This is hard to quantify; you can only say that existence is reasonable.
- **阿道夫的交易员 · 2026-03-02T09:50:54.000Z**: Tonight's closing price needs to be higher than the opening price to confirm strength, after all, it's near the 20-day moving average, and the pressure is quite high.
- **輸棟樓的韭菜 · 2026-03-02T03:15:13.000Z · 👍 3**: It's still that PLTR's valuation is high, and the proportion of defense performance in its growth story is low. Therefore, defense-related information only causes emotional fluctuations and is unlikely to bring about fundamental changes in valuation. After all, it's unlikely that PLTR will expand it
  - **在微软等半导体暴跌** (2026-03-02T03:42:17.000Z): It's fallen so much, and you still think it's high? 😭
  - **輸棟樓的韭菜** (2026-03-02T03:46:28.000Z): 200x P/E ratio. Where can you find 20 US orders?
  - **lyhalfway** (2026-03-02T04:00:48.000Z): It's already quite good if the US military spending is well-fed.
- **买了就不要乱动 · 2026-03-02T03:12:19.000Z**: Wow, StockPro🫡