Palantir Technologies Inc. has become a focal point of interest following its recent earnings report for Q4, which showcased a significant 70% year-over-year revenue increase. This substantial growth is attributed to heightened demand in both artificial intelligence and defense sectors, prompting investors and analysts to closely examine the company’s performance and future potential. The impressive earnings results exceeded market expectations, which likely contributed to the surge in searches for “pltr stock.”
Additionally, a noteworthy article from TheStreet highlights a controversial development regarding Palantir’s involvement in immigration enforcement just before earnings were announced. This revelation may have raised concerns and curiosity among market participants, influencing them to seek more information about the company’s operations and implications for its stock performance.
Together, these events—strong financial performance paired with news of potential regulatory and ethical implications—have created a climate of heightened interest in Palantir’s stock. As investors look for opportunities in response to both performance metrics and controversial news aspects, search queries for “pltr stock” have surged significantly.
Watch the Moment
Internet Reacts
A
I would not touch it, even if valuation where good. First, simply because I feel there are many aspects of the business I just don’t get. And second, from what I get, I strongly dislike what they provide to society.
D
Alex Karp jumping for joy talking about using drones to kill people disgusts me. This company is ran by geek sociopaths
K
This is where the argument stops being about investing and turns into fantasy politics. “Peaceful ideology” sounds nice, but it completely ignores reality. Israel didn’t wake up one day and decide to defend itself for fun. It’s responding to sustained, explicit violence from groups whose stated goal is its destruction. Pretending that one side should just absorb attacks in the name of moral purity isn’t ethical — it’s detached from how states actually survive. Blaming defense companies or investors for that is absurd. Israel will defend itself with or without Palantir, Elbit, or any other contractor. The only real question is whether it does so with better intelligence, better targeting, and fewer mistakes — or with worse tools and more chaos. If you genuinely care about civilian harm, better systems are part of the solution, not the problem. Calling people “sociopaths” because they accept that deterrence and defense exist doesn’t make the world more peaceful. It just signals a refusal to engage with trade-offs. Every country you consider “peaceful” is peaceful because someone else is doing defense work in the background. And again — this is an investing forum. You can morally oppose Israel, NATO, the US, or defense in general. Fine. But that’s not a financial argument. The market doesn’t price vibes or activist slogans; it prices contracts, backlog, margins, and geopolitical reality — and that reality is that defense spending is going up, not disappearing. If someone wants to argue political risk, customer concentration, or valuation multiples, let’s do that. But framing self-defense as immoral and investors as villains isn’t analysis — it’s ideology looking for a ticker symbol to yell at.
J
Ai slop
A
I think it is perfectly reasonable not to invest in a company one dislikes. It is not just about the metrics, man… But hey, you do you.
N
“Self defense” lmao you misspelled police state
D
Yap
B
Yep and the man gives me SBF vibes. His appearance seems very calculated to give the impression that he is some eccentric genius with his uncombed hair and how confidently he talks.
C
I think it’s a good business in a good sector, likely a lot of future growth However it doesn’t have anything to do with value investing. It’s massively overvalued on all available multiples. Essentially you have to believe that they will find something that others won’t and be able to charge tens of billions for it to governments. The way the Trump administration is going, I probably wouldn’t bet against it right now either.
F
no other company in the world is this overvalued, you might want to read Burry’s analysis where after accounting for stock based compensation they basically don’t make any money Their ‘moat’ is the fact that a former employee of Peter Thiel is the vice president of the United States. At its core, it’s a consulting company but they’ve added the ‘ontology’ marketing because most decision makers in the public sector are the kind of people who: 1. Don’t know what ontology means 2. Don’t want to be seen as someone who doesn’t know what ontology means The stock has also been heavily marketed to retail investors, particularly those in tech, since before the IPO.
G
‘no other company in the world is this overvalued, you might want to read Burry’s analysis where after accounting for stock based compensation they basically don’t make any money’ Too much innacurate info here. SBC is high yes, but Palantir actually has zero debt with ~~billions~~ $7.2bn in cash. If they didn’t make any money, that situation would be impossible. To anyone reading this, do a one min search online before accepting any information as gospel.
M
You can take the craziest growth scenarios, the DCF doesn’t even start getting close to the price ( [https://app.rast.guru/?company=Palantir](https://app.rast.guru/?company=Palantir) ) I think $PLTR became like a religion: either you believe in it without looking for any rational explanation, or you don’t 🙂
L
Tesla still exists
K
Short term who knows what’ll happen, it’s a total coin toss. It is the most overvalued company I can think of. In the long term the share price will either collapse or it’ll go nowhere for years as fundamentals catch up to the valuation. Valuation wise it’s probably worth somewhere around ~$30-$40 per share based on 30-40x estimated next 12 months net income. Where would I be a buyer? Probably start getting interested at <$20 even then would likely pass. It's too difficult. Palantir is one to watch from a safe distance.
S
TSLA enters the chat
D
It’ll never fall to that level again unless their political presence dissipates. Unfortunately all we can do is either avoid it or talk shit. Fuck Palantir, Fuck Peter Theil, Fuck Alex Karp, Fuck anyone who disagrees.
W
You are too angst. Its not their fault the stock’s overvalued
K
I choose to avoid and talk shit.
P
its a government focus consulting firm like Booz Allen with deep connection with Trump. Where is the innovation? Dem will eventually come in someday
A
Well i hope It goes to 0. Can’t invest in a company that directly supplies the IDF
L
Well said
K
This is where the argument stops being about investing and turns into fantasy politics. “Peaceful ideology” sounds nice, but it completely ignores reality. Israel didn’t wake up one day and decide to defend itself for fun. It’s responding to sustained, explicit violence from groups whose stated goal is its destruction. Pretending that one side should just absorb attacks in the name of moral purity isn’t ethical — it’s detached from how states actually survive. Blaming defense companies or investors for that is absurd. Israel will defend itself with or without Palantir, Elbit, or any other contractor. The only real question is whether it does so with better intelligence, better targeting, and fewer mistakes — or with worse tools and more chaos. If you genuinely care about civilian harm, better systems are part of the solution, not the problem. Calling people “sociopaths” because they accept that deterrence and defense exist doesn’t make the world more peaceful. It just signals a refusal to engage with trade-offs. Every country you consider “peaceful” is peaceful because someone else is doing defense work in the background. And again — this is an investing forum. You can morally oppose Israel, NATO, the US, or defense in general. Fine. But that’s not a financial argument. The market doesn’t price vibes or activist slogans; it prices contracts, backlog, margins, and geopolitical reality — and that reality is that defense spending is going up, not disappearing. If someone wants to argue political risk, customer concentration, or valuation multiples, let’s do that. But framing self-defense as immoral and investors as villains isn’t analysis — it’s ideology looking for a ticker symbol to yell at. AI
W
Can’t believe you get downvoted by telling facts.
M
People acting like emotional two year olds is what creates Value moments
N
You just spamming this on the entire thread?
K
Yes. Entire thread…. ☝🏻+☝🏻=✌🏻
N
So you’re just a copy/paste bot then lol
K
Elbit is better
M
Yes. And it will be ripping past 200 again soon-ish
E
At the latest when Trump and his clan are out of power, there will be a rude awakening with this stock.
P
Case 1, The financial analytical number says the stock is too expensive, the reality says your pocket gets deeper because the company makes excellent profit so does your pocket. Case 2, Paypal stock has the best P/E ratio at 11 as well as other metrics, but the investment hardly makes you lose money. Question, why do people invest in stock market?
I
I think TSLA is even worse. TSLA posted quarterly EPS of $0.51, double that of PLTR. Share price is about 3x higher.
C
Fuuuck that company
A
I think fair trading value on pltr is $50. I wouldn’t buy it at any price because I a have ethical issues with their business but I’ve got several synthetic short positions against it at $165 and $180.
H
No that would be TSLA. They have a cratering car sales and no viable moneymaker any time soon.
C
I don’t understand why people continue to rationalize with quants, analytics, technicals, etc. when it comes to unicorns like PLTR, TSLA, and crypto. I don’t agree with valuation on stuff like these but would never bet against it.
T
Is CVNA also such a unicorn
C
No, I wouldn’t say a pre owned car dealer with fraudulent accounting is a revolutionary concept
T
I wouldn’t touch this stock with a 10 ft pole. It’s not a value company
G
People are rotating out of growth atm. Plus Palantir is a software company, which people are also moving away from right now. They may produce a good earnings tonight, which could bump the price temporarily. But with this current macro, any price lift probably won’t hold and it might come back down again soon after. However, at the present rich valuation, if they make one slight mis-step in earnings (like EU commericial fell slightly a few quarters ago with everything else being a meet/beat) the market response could be very unforgiving. Then there are external forces all aiming at the stock – the last earnings was flawless, but then Burry ‘coincidentally’ releases news of his short position, sending the stock back down, with the wider macro assisting. If you’re looking to enter, I’d wait until there is some sort of settling of the stock price. It has been in free fall recently and the macro has been relentless in pushing stock prices down.
A
Bad advice I’m guessing.
J
Hopefully 0, it’s a genocide enabling company.
N
Veri is better
Additional Sources:
thestreet.com – Palantir immigration enforcement bombshell hits just before earnings
CNBC – Palantir beats fourth-quarter estimates on the strength of AI and defense demand
