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Aug 20 at 10:28 PM
$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.
2026.06.02 ~ 2026.08.20 All orders
Cumulative P/L689.17 (USD)+36%
2026.06.022026.08.20
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