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PLTRSoftware
FollowFollowingUnfollowPalantir Technologies Inc.
$173.001d -10.4%5d -13.0%settled close · 2026-11-02
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Mkt cap $414B (11/2)β 2.0252w $108–209Shares 2.29B (A)Ind. Services-Prepackaged SoftwareNasdaq since 2020Emp. 4,429HQ Aventura, FLpalantir.com
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Who’s talking about PLTR
32 long12 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Alice Kenny | Bullish | Fox Business (uncut) | Alex Karp's exceptional vision and management quality justify holding Palantir through Wall Street skepticism… |
| 2026-10-27 | Alice Kenny | Bullish | Fox Business (uncut) | She intends to keep holding Palantir because she has strong conviction in CEO Alex Karp's management and… |
| 2026-10-27 | Frank Henderson | Bullish | Fox Business (uncut) | Palantir's fundamentals remain strong and management quality gives behavioral confidence to add to the… |
| 2026-10-27 | Unknown | Bullish | Fox Business (uncut) | Alex Karp's track record and vision make Palantir worth investing in, as great builders of trillion-dollar… |
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | Stock is breaking out technically ahead of next-week earnings; named as a top software outperformance pick in… |
| 2026-10-23 | Michael Sansoterra | Bullish | Bloomberg TV (uncut) | Palantir's growth is actually accelerating and AI compute demand continues to outstrip supply, making an… |
| 2026-10-19 | Tyler RatkyCo-head of U.S. Software Research, Citi | Bullish | CNBC (uncut) | Palantir and Microsoft represent the software layer selling AI vision to enterprises, which captures the best… |
| 2026-10-15 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC (uncut) | Revenue growth has accelerated for nine straight quarters (27%→93%), US commercial business is exploding, and… |
| 2026-10-13 | Carter WorthMarket technician, Worth Charting | Bullish | CNBC Fast Money Final Trade | Palantir offers a better chart setup than Microsoft, which is sitting at a triple-top resistance level after… |
| 2026-10-13 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Palantir stands out in AI software because real enterprise use cases are rapidly building out, confirmed by… |
Show all 44 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-18 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Palantir's enterprise AI platform is transforming the enterprise sales cycle and is underappreciated on a… |
| 2026-09-13 | Griffonomics | Bullish | Capital Allocators | CJADC2 executive mandates force open-architecture vendor-agnostic software across all platforms, allowing… |
| 2026-08-18 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Insightful Investor | Platform-as-a-service players like Palantir sit in the tier of the AI tech stack that will displace legacy… |
| 2026-08-13 | Michael LeeFounder, Michael Lee Strategy | Bullish | Fox Making Money | Cloud code is not a threat to Palantir—its 157% net dollar retention on an $8B run rate is unprecedented and… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Short | Cooper Academy | Palantir simply rebranded existing consulting software as AI after ChatGPT launched — no genuine AI product —… |
| 2026-04-17 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | interview | Palantir acts as the enterprise guide helping companies operationalize AI across complex workflows, giving it… |
| 2026-03-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Podcasts | Palantir is turbocharging AI-powered customization of company data and ontology, capturing disproportionate… |
| 2026-03-10 | Rob ArnottFounder & chairman, Research Affiliates | Bearish | ETF Prime | Palantir's ~$400B market cap at roughly 140x sales on $3B in revenues makes it implausible to generate… |
| 2026-01-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Platform-as-a-service companies like Palantir are the real winners of the AI boom while legacy SaaS faces… |
| 2025-12-17 | Mark MossYouTube host — macro & Bitcoin | Bullish | Michael Burry | Michael Burry shorted Palantir as part of his AI bubble thesis, but the position failed as the stock surged… |
| 2025-12-15 | Michael BurryFounder, Scion Asset Management | Short | Jim Willie | Palantir's AI narrative is marketing spin layered on expensive consulting software; when buybacks to offset… |
| 2025-12-04 | Michael BurryFounder, Scion Asset Management | Short | interview | Burry believes Palantir is worth $30 or less versus its ~$200 market price, expressed via deep… |
| 2025-12-03 | Michael BurryFounder, Scion Asset Management | Short | Oksana | Palantir's AI label is a marketing rebranding of expensive legacy consulting software, the company generates… |
| 2025-12-02 | Michael BurryFounder, Scion Asset Management | Short | interview | Palantir's real earnings are near zero when stock-based compensation buybacks are properly deducted from cash… |
| 2025-11-25 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | Palantir is caught in the same AI bubble dynamic where investor enthusiasm has driven valuation well ahead of… |
| 2025-11-11 | Michael BurryFounder, Scion Asset Management | Short | Breaking Points | Palantir trades at a PE ratio of ~523x, implying growth expectations so extreme that even strong but not… |
| 2025-11-05 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Claman Countdown | Palantir trades at 250x sales on $1B revenue, and investors are paying for too many years of perfect… |
| 2025-11-04 | Alex KarpCEO, Palantir | Bullish | Michael Burry | Palantir's rule-of-114 score, 121% US commercial growth, and 77% aggregate US growth demonstrate it is the… |
| 2025-10-30 | Cathie WoodCEO & CIO, ARK Invest | Bullish | My First Million | Palantir is the premier platform-as-a-service company and a key beneficiary of embodied AI (the convergence… |
| 2025-10-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC International Live | Palantir is uniquely positioned to restructure large enterprises and unlock AI-driven productivity gains that… |
| 2025-09-21 | Cliff AsnessCo-founder/CIO, AQR Capital | Bearish | interview | Palantir's valuation is driven by cult-like mob psychology and social-media groupthink rather than rational… |
| 2025-09-15 | Rob ArnottFounder & chairman, Research Affiliates | Bearish | Bloomberg Podcasts | Palantir is the largest market-cap stock excluded from RAUS because at 100x annual sales it is a market-cap… |
| 2025-07-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Cooper Academy | Palantir's platform-as-a-service model overlays on existing enterprise and government tech infrastructure… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | Palantir is the only current platform that can deploy enterprise LLMs in the real world at scale, giving it a… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Palantir's AI platform-as-a-service model layers on top of existing enterprise and government technology… |
| 2025-04-18 | Capital FlowsFounder, Capital Flows Research | Bullish | Forward Guidance | Government contract dollars keep flowing to Palantir as its market cap surpasses legacy contractors, and DOGE… |
| 2025-03-18 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | The Compound | After a momentum break, quantitative strategies systematically reduce risk rather than buy the dip, so names… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bearish | Wealthion | Palantir's valuation at 200x earnings and 57x sales requires centuries of earnings or revenues to justify… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Palantir has a leading AI software product and a transformational CEO; investor fears around defense budget… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Palantir is not building LLMs and therefore benefits from cheaper models; it is one of the three software… |
| 2024-10-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | RankiaPro | Palantir is a true software company (80%+ gross margins) that acts as the enterprise AI operating layer… |
| 2024-09-27 | David SacksVC — Craft Ventures | Bullish | All-In Podcast | Palantir's pre-AI model of ingesting and unifying enterprise data into a digital twin is precisely the… |
| 2022-05-02 | Keith Fitz GeraldFounder & principal, Fitz-Gerald Group | Bullish | Fox Market Check (playlist) | Palantir has been 'beaten to smithereens' yet is a world-changing business, making it a tempting buy on deep… |
| 2021-02-18 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Disruptive Innovations | Palantir is aggressively investing to capture exponential growth in AI-driven data analytics across… |
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Earnings
Next report: 1 Feb 2027 after the close
Confirmed date · consensus EPS 0.47. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Nov 2026 | after the close | 0.44 vs 0.42 | — |
The options tape
Notable options days
Sessions in the last 120 where PLTR’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-08 | ||||||
| 2026-08-07 | ||||||
| 2026-08-04 | ||||||
| 2026-05-28 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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