Seeking Alpha
12 Nov 2026, 09:39 UTC · 1h ago
Palantir: The Growth Story Remains Intact
Impact · against what's priced in
The Q3 results largely confirm the high-growth trajectory already baked into Palantir's valuation. While the numbers are impressive, the price already expects U.S. commercial dominance and high FCF margins, leaving little room for a catalyst unless the market decides to price in the CEO's more aggressive long-term FCF targets.
- PLTR+0.10
Already priced in
- The price assumes
U.S. commercial revenue growing faster than the overall business
The 148% surge in U.S. commercial revenue, surpassing government revenue for the first time, aligns with the market's current assumption that this segment will drive the business.
What PLTR's price assumes · Sep 10
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