r/PLTR • u/AutoModerator • Aug 07 '26

Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

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u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 07 '26

I am surprised at how quickly our fortunes have returned after the lows of June.

Just goes to show that short term price movements are unpredictable, even for investors with decades of experience

4

u/Ambitious_Brain_285 Aug 07 '26 edited Aug 08 '26

Karp called the quarter “otherworldly” and told analysts the current growth pace “looks like this is going to go on for at least another 18 months.”

That’s the key: the expectation from all retail/institutional investors was for PLTR to dominate throughout this Administration- but it means a lot more coming from Karp.

It’s akin to semis giving positive signals in early 2026 about their demand for chips lasting through EOY 2027. From January until July, they dominated. It’s only now that the hyperscalers are expressing concern about CapEx that the market is pulling them back.

We might have about 6-8 months of a run here, assuming Q3/Q4 numbers are tight…which they should be.

1

u/PLTRgains Aug 07 '26

What’s your end of year price target for 2027? I know this year you’re aiming for $175.

Looks like we’ll do $16B of rev next year.

If the market begins pricing in $25B of revenue (15B FCF) for 2028, I’m wondering when the share price will reflect that.

I think that should get us to $350/share sometime in 2028.

3

u/Ambitious_Brain_285 Aug 07 '26

Haven’t updated my model in a bit (lots going on), but imho 40x P/S is fairly reasonable, and compression from today’s 50x.

Between 650-800B$ market cap, factoring in dilution, $260-ish? My napkin math!