The Motley Fool
25 Oct 2026, 16:43 UTC · 1h ago
I Said Palantir Stock Would Top $220 This Year. Here's What It Has to Prove on Nov. 2.
Impact · against what's priced in
The upcoming November 2 earnings report is a binary catalyst for Palantir; hitting $2.3 billion in revenue would validate the bull case that the market currently discounts. While the article is bullish, the core arguments rely on exceeding conservative guidance, which directly tests whether the company can sustain growth above the 40% annual rate the current price declines.
- PLTR+0.20
Challenges what's priced in
- The price assumes
Sustained hyper-growth above 40% annually that would justify bull targets up to 30% above the current price.
The author suggests that if revenue hits $2.3 billion (vs. the guided $2.16 billion), it would signal accelerating growth. This would provide evidence for the hyper-growth scenario that the market currently isn't paying for.
What PLTR's price assumes · Sep 10
