I had the pleasure of meeting Leandro, an investor I admire and author of , to discuss Palantir’s business and valuation with him.
Here is the full podcast:
Editor: Emanuele Marabella
Last week:
Dan Ives raised his target price to $75 (from $57):
BofA also raised its target price to $75 (from $55):
“Palantir is poised to dominate as companies turn to software and AI to grow margins. The complexity of PLTR’s Ontology is invaluable in operationalizing genAI." - Mariana Perez, Bank of America
How reasonable is a $75 price? I made a Reverse DCF to try answering it:
Palantir stock crossed $67, reaching a staggering 304% YTD performance:
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.