Stocks / Software
PLTRSoftware
Palantir Technologies Inc.
$175.251d -0.0%5d +5.6%settled close · 2026-09-17
Mkt cap $355B (4/10)β 1.9452w $108–207Shares 2.29B (A)Ind. Services-Prepackaged SoftwareNasdaq since 2020Emp. 4,429HQ Aventura, FLpalantir.com
The tape, with the calls on it
Who said what, and what PLTR did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about PLTR
12 long10 shortlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 Lee | 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… |
| 2026-04-17 | Dr Ankur CrawfordPortfolio Manager, Fred Alger Management | Bullish | interview | Palantir acts as the enterprise guide helping companies operationalize AI across complex workflows, giving it… |
| 2026-02-26 | Michael BurryFounder, Scion Asset Management | Short | Investor Weekly | Palantir is a core AI-boom stock priced for perfection; Burry holds puts representing ~66% of his disclosed… |
| 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… |
| 2025-12-04 | 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… |
Show all 22 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 | Thomas Hayes | 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… |
| 2025-10-28 | 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… |
| 2025-07-04 | 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… |
| 2025-03-18 | 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… |
| 2025-01-31 | 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… |
| 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… |
1 new mention of PLTR this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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Earnings
Next report: 2 Nov 2026
Confirmed date · consensus EPS 0.42. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
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× — 5 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 Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-07 | ||||||
| 2026-08-04 | ||||||
| 2026-05-28 | ||||||
| 2026-04-10 | ||||||
| 2026-04-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PLTR is in this morning’s Brief.
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