Is PLTR a good stock to buy?
We came across a bullish thesis on Palantir Technologies Inc. on Nikhs’s Substack
In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $136.88 as of May 25th. PLTR’s trailing and forward P/E were 153.80 and 93.46 respectively according to Yahoo Finance.
Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States and internationally. PLTR reported a Q1 2026 that reinforced a rapidly strengthening bullish thesis, as results suggested that its Ontology is evolving from a coordination layer across fragmented enterprise systems into the core operating architecture of institutional work. The company delivered revenue growth of 85%, with U.S. revenue accelerating 104%, while adjusted operating margins reached 60% and net dollar retention surged to 150%, underscoring accelerating usage intensity. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Management also raised FY26 guidance to 71% growth, signaling that demand is not only intact but compounding at infrastructure-like levels rather than typical software cycles.