- Palantir stock traded near $190 after climbing more than 50% from roughly $125 before its August Q2 report; the all-time high is $207.52, less than 10% above Friday's close.
- Palantir's growth rate rose to 93% in the most recent quarter from 85% in the prior quarter.
- US commercial segment revenue surged 149% year over year and now outpaces government business growth.
- UBS raised its Palantir price target to $250, a 32% upside, calling the stock a bargain against 2027 free-cash-flow multiples and its over 60% operating margin.
- The stock trades at more than 160 times trailing earnings, and panelists flagged risks to growth sustainability, competitor replication of Palantir's ontology, and margin compression from customer-onboarding hiring.
Quotes
“best AI enabler in the market”
“this is still a very expensive stock to own, as it trades at more than 160 times its trailing earnings”
“the potential for competitors to replicate its ontology”