Palantir Technologies (PLTR) trades at 156.6 times trailing twelve-month earnings, compared with 22.6 times for the S&P 500, a valuation that looks like a bet on how far its sales can still grow. In the second quarter of 2026, revenue from U.S. commercial customers rose 149% to $764 million, total revenue grew 92.8%, and the company ended the quarter with 653 U.S. commercial customers, up 35%. According to Trefis, just to sustain its $472 billion market value with no return on top, Palantir would need to grow revenue 33.6% a year for seven years. Management raised its 2026 revenue guidance to between $8.15 billion and $8.16 billion, 82.2% above 2025, and expects U.S. commercial revenue to grow at least 134% this year. Revenue growth from U.S. commercial customers is the measure to watch when Palantir reports in November 2026.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
PLTRvaluationartificial intelligencesoftware
Open a keyword to see other news on the same topic.
Related news
- What Will a $10,000 Investment in Palantir Be Worth by 2030?
Palantir shares fell for most of 2026 but have risen since August, gaining about 12% year to date, roughly in line with the S&P 500. The article points to strong growth in Palantir’s AI platform, with Q2 revenue up 93%, U.S. commercial revenue up 149%, and a 55% profit margin. However, the stock trades at almost 125 times this year’s earnings, compared with about 23 times for Nvidia, whose Q2 revenue rose 106%. The author models 50% annual revenue growth from 2027 to 2030, which the article calls aggressive, and a valuation of about 30 times forward earnings, estimating a $10,000 investment could be worth about $20,000 by 2030. The author argues the high valuation could damp future returns.
- Better Defense Stock to Own Through 2030: Palantir vs. RTX Corporation
The article compares Palantir (PLTR) and RTX Corporation (RTX) as two ways to invest in rising global defense spending. Palantir's software helps defense and intelligence agencies gather and coordinate information; its second-quarter revenue rose 93% year over year (U.S. commercial up 149%, U.S. government up 90%), and it raised full-year guidance. However, the stock trades at a trailing P/E of 168 and competes with established technology providers. Of 30 analysts, the average rating is a moderate buy, with target prices for the next year between $80 and $265. RTX, through Raytheon, Pratt & Whitney and Collins Aerospace, supplies missile defense, military engines and aircraft components; its third-quarter sales rose 11%, its record backlog reached $340 billion including $164 billion in defense orders, and its P/E is 31. The article argues Palantir suits growth investors who accept a high valuation, while RTX is the more balanced option given its established earnings, diversification and dividend.
- 3 Unpopular Stocks That Deserve Some Love
The article highlights three stocks where Wall Street's rare negative forecasts may signal a buying opportunity. For Palantir (PLTR), the consensus price target is $205.27, implying a 4.1% return from the $197.20 share price; billings have averaged 76.7% growth over the last year, and the stock trades at 52.6x forward price-to-sales. For Microsoft (MSFT), the consensus price target is $591.69, implying an 11.4% return, supported by the article's view of its high gross margins, strong free cash flow and reinvestment cycle.
- JPMorgan Is Bullish on Palantir, Predicts Over 30% Rally on Strong AI Demand
JPMorgan initiated research coverage of Palantir Technologies (PLTR) with an 'overweight' rating and a 12-month price target of $262, a 33% premium to Thursday's closing price. The bank said enterprise focus is shifting toward the AI value creation that Palantir provides, and highlighted demand for 'AI sovereignty', which allows enterprises and governments to independently secure and own their AI capabilities. Palantir is scheduled to report third-quarter results after the market closes on Monday, Nov. 2, with expected revenue of $2.18 billion and earnings of $0.41 per share. PLTR slipped about 0.2% on Thursday and has gained about 5% year-to-date, while 19 of 30 analysts rate the stock 'buy' or 'strong buy', according to Fiscal.ai data.
- 2 Popular AI Stocks to Sell Before They Drop 57% and 60%, According to Wall Street Analysts
Brent Thill at Jefferies has set an $80 target price for Palantir (PLTR), implying 60% downside from its current $199 share price, and argues its valuation does not make sense despite 93% revenue growth in the second quarter. Palantir trades at 78 times sales, the highest in the S&P 500, while most analysts' median target price is $223 per share. Mehdi Hosseini at Susquehanna has set a $15 target price for Super Micro Computer (SMCI), implying 57% downside from $35. The article highlights governance and export-control risks, after federal prosecutors charged three individuals with conspiring to divert $2.5 billion in AI servers to China, and notes Super Micro trades at 11 times earnings.
- Why Palantir Technologies Stock Rallied Today
Palantir Technologies (PLTR) shares rose sharply on Monday morning, reaching as much as 5.9% and still up 5.5% as of 12:19 p.m. ET. The catalyst was a new partnership with Knox Systems, a managed federal and Department of Defense cloud provider, which aims to help customers gain FedRAMP acceptance faster and deploy Palantir's data and AI platform in secure government environments. The article notes that concerns about AI adoption had weighed on the stock, which trades at 83 times next year's expected earnings. However, given Palantir's triple-digit profit growth, its PEG ratio is 0.5.
Related markets
Latest news
- Considering electricity price cuts and a special consumption tax cut on gasoline from 01/11/2026
On 27/10/2026, Deputy Prime Minister Nguyễn Văn Thắng chaired a meeting on gasoline and electricity price management scenarios, attended by the Ministries of Finance and Industry and Trade, the Government Office, and the CEO of EVN. The Deputy PM directed EVN to review and cut costs to propose a reduction in the average retail electricity price, applicable from 01/11/2026 to 31/03/2027, with the Ministry of Industry and Trade to provide its opinion. The Ministry of Finance was tasked with reviewing a proposal to cut the special consumption tax on all gasoline types to 0% over the same period, with a report to the competent authority due before 01/11/2026.
- Nvidia's web of AI bets: smart strategy or bubble risk?
Nvidia's $3 billion investment in Meta's share sale adds to a growing portfolio of stakes, loans and guarantees that some analysts say has made it the central bank of the AI boom. Its stakes include OpenAI, Anthropic, xAI, neocloud providers CoreWeave and Nebius, and partners in Europe and Asia. Nvidia committed to buy up to $6.3 billion of unused CoreWeave computing capacity and, according to US media, holds about $36 billion in cloud backstops and a guarantee of up to $105 billion linked to an OpenAI data center. MIT's Michael Cusumano says its huge profits leave few better options, while Gil Luria of D.A. Davidson calls the approach unprecedented but says it "appears to be working." Some doubters still ask whether the deals are inflating an AI bubble.
- Intel plunges on a major guidance miss. What went wrong — and how to proceed
Intel's third-quarter revenue rose 21% year over year to 16.513 billion USD, slightly above the LSEG consensus of 16.496 billion USD, while non-GAAP EPS more than doubled to 52 cents against an estimate of 40 cents. However, its guidance showed heavy dependence on the struggling PC market, and the shares fell sharply after hours. PC sales fell 5% year over year but still account for more than half of the CCPG + DCAI products group's revenue and about 43% of Intel Products' operating income. Surging memory prices and limited manufacturing capacity are pressuring the PC market; CEO Lip-Bu Tan said demand for 2027 is significant, while CFO David Zinsner estimated a 300 million USD impact in the fourth quarter, likely similar in the first quarter. The article says analysts will need to revise estimates downward for several quarters, the rating is under review, and the price target is cut to 100 USD.
- The Humanoid Robot Market Could Be Worth More Than $7 Trillion. Here Are 3 Stocks to Own.
The article argues humanoid robots are coming soon, citing Morgan Stanley's estimate of as many as 1 billion on the planet by 2050, when the market could be worth as much as $7.5 trillion. It highlights three stocks tied to the theme. Mobileye Global (MBLY) announced early this year a $900 million acquisition of humanoid developer Mentee, with mass production and commercialization expected to begin in 2028. Qualcomm (QCOM) unveiled its Dragonwing IQ10 chipset for general-purpose robots in January, which humanoid developer Figure is already using. Tesla (TSLA) is developing the Optimus humanoid robot, which CEO Elon Musk believes could become its best-selling product.
- Interest rates on October 30 at Agribank, Vietcombank, BIDV, VietinBank, MB, VPBank, Techcombank, Sacombank, HDBank,...
A survey of online deposit rates at 35 banks as of 30/10/2026 shows wide gaps between banks and terms. Most banks list 4.75% per year for 3-month deposits, while GPBank is at 3.7% per year and SeABank at 3.95%. For 12-month terms, MBV, PGBank, Sacombank, VCBNeo and VIB each list 7% per year, and VPBank leads the 18-month term at 7.4% per year. Notably, longer terms do not always pay more: Techcombank falls from 6.25% per year at 12 months to 5.35% at 18 months, and VIB from 7% to 5.9%. The rates shown are published online rates for individual customers and may vary by deposit amount and method.
- Why Norwegian Cruise Line Stock Jumped Today
Norwegian Cruise Line (NCLH) shares rose more than 13% on Thursday after the company reported third-quarter profit above expectations. Revenue edged up less than 1% year over year to $2.9 billion, helped by more last-minute bookings and higher onboard spending, while expense cuts offset higher fuel costs tied to the Middle East conflict. Adjusted net cruise cost excluding fuel per capacity day fell 2.2% to $152. Adjusted net income reached $514 million, or $1.12 per share, beating Wall Street's projection of $0.93, and asset sales combined with profits are helping the company pay down debt. The company raised its full-year adjusted net income forecast to $789 million, or $1.70 per share, from a previous $700 million, or $1.50 per share.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.