Quick Read – PLTR delivered 85% revenue growth and a Rule of 40 score of 145, yet trades at 110x forward earnings with a free cash flow yield below 1%. – PLTR is down 14% year-to-date while SPY gained 11%, as the market quietly de-rates a stock that beat on every metric. – CEO…
rp and senior leaders sold shares in the $133 to $137 range and made no voluntary purchases near the current $152 price. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Palantir wasn’t one of them. Get them here FREE
At $152.17, Palantir (NASDAQ:PLTR) looks priced for perfection, even after posting what may be the strongest quarter in enterprise software history. The data analytics firm shattered its Rule of 40 with a score of 145 and grew Q1 2026 revenue 85% year-over-year, yet the stock is down year-to-date while the S&P 500 climbs. Palantir builds Gotham, Foundry, and AIP, platforms the U.S. military, intelligence community, and commercial customers use to embed AI into operations.
It sits at the intersection of two themes investors prize: AI-native enterprise software and U.S. defense modernization. Shares touched $207.52 over the past year before sliding to current levels. The Bull Case: An n-of-One AI Compounder Q1 2026 delivered $1.633 billion in revenue, U.S. commercial revenue of $595 million growing 133%, and adjusted free cash flow of $925 million at a 57% margin.