Palantir (PLTR) went public through a direct listing six years ago at $10 per share and now trades around $186. The article attributes the rise to its Gotham and Foundry data platforms, its Ontology data model, and its Artificial Intelligence Platform, which connects large language models. The company has been profitable since 2023 and joined the S&P 500 and Nasdaq-100 in 2024. Analysts expect revenue and EPS to grow at 59% and 70% CAGRs from 2025 to 2028, while the stock trades at 87 times next year's earnings. The article warns that rising interest rates and Treasury yields could compress its valuation, and that its controversial reputation tied to immigration enforcement, mass surveillance and military software could weigh on the stock. The author says he would not buy while rates keep rising.
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