Seeking Alpha
01 Oct 2026, 08:24 UTC · 2w ago
Palantir Remains Our Top Tech Pick Of The 2020s
Impact · against what's priced in
The article provides positive data that largely confirms existing market assumptions, resulting in negligible price impact. While the current growth rates are exceptional, the price already pays for a significant deceleration, making these results a confirmation of the current trajectory rather than a catalyst for further upside.
- PLTR+0.05
Already priced in
- The price assumes
Revenue growth decelerating from the recent 93% rate to roughly 35-36% annually
The 115% YoY US revenue growth and 149% US commercial growth are extremely strong, but the price already pays for a long-term average of 35-36%, meaning this momentum is expected and not a surprise.
What PLTR's price assumes · Sep 10
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