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        <title>Palantir Technologies (NASDAQ:PLTR) Share Price, History, &amp; News | The Motley Fool UK</title>
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	<title>Palantir Technologies (NASDAQ:PLTR) Share Price, History, &amp; News | The Motley Fool UK</title>
	<link>https://www.fool.co.uk/tickers/nasdaq-pltr/</link>
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                                <title>Retire early? I’ve just bought 2 new ‘moonshot’ growth stocks for my ISA</title>
                <link>https://www.fool.co.uk/2026/03/01/retire-early-ive-just-bought-2-new-moonshot-growth-stocks-for-my-isa/</link>
                                <pubDate>Sun, 01 Mar 2026 09:22:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1654888</guid>
                                    <description><![CDATA[<p>These growth stocks are extremely risky investments. However, taking a five-year view, Edward Sheldon sees enormous potential.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/01/retire-early-ive-just-bought-2-new-moonshot-growth-stocks-for-my-isa/">Retire early? I’ve just bought 2 new ‘moonshot’ growth stocks for my ISA</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>I mainly invest my retirement portfolio in blue-chip growth stocks. I’m talking about high-quality names such as <strong>Amazon</strong>, <strong>Mastercard</strong>, and <strong>Microsoft</strong>. However, I do allocate a little bit of capital to what I call ‘moonshot’ growth stocks. These are ones that are very high up on the risk spectrum (meaning I could lose a lot of my investment), but have the potential to generate blockbuster returns and help me retire that bit earlier.</p>



<p>Recently, I added two new moonshots to my ISA. Here are the stocks I bought.</p>



<h2 class="wp-block-heading" id="h-a-stock-for-the-ai-automation-age">A stock for the AI automation age</h2>



<p>First up, we have <strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ: PLTR</a>). It’s a fast-growing technology company that helps government organisations and commercial businesses generate AI-powered insights from their data.</p>



<p>Now, I view this growth stock as extremely risky. That&#8217;s because its valuation is insanely high.</p>



<p>Currently, it sports a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of about 100 and a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-sales-ratio/">price-to-sales</a> ratio of about 70. Those multiples don’t leave any room at all for a major slowdown in growth (which is a possibility).</p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p>Taking a five-year view though (our preferred investment horizon here at <em>The Motley Fool</em>), I see the potential for explosive returns. Because this company&#8217;s the clear leader when it comes to AI transformation.</p>



<p>We can see this in its recent results. For the fourth quarter of 2025, its revenue was up 70% year on year with US corporate revenue up a whopping 137%.</p>



<p>That kind of growth suggests that the company’s AI platform is the real deal. No other AI software company is generating anywhere near that kind of growth today.</p>



<p>Looking ahead, I’m backing this company to continue doing well as businesses embrace AI in an effort to automate their operations. That said, I expect the company’s share price to be volatile, so this investment&#8217;s likely to be a wild ride.</p>



<h2 class="wp-block-heading" id="h-a-play-on-the-great-wealth-transfer">A play on the Great Wealth Transfer</h2>



<p>The other stock I bought was <strong>Robinhood Markets</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-hood/">NASDAQ: HOOD</a>). It operates one of the world’s fastest-growing investment and trading platforms.</p>



<p>I’ve invested in this company for several reasons. One is that I’m extremely impressed with its level of innovation. This company makes UK brokers like Hargreaves Lansdown and <strong>AJ Bell </strong>look like dinosaurs. Today, it offers commission-free stock trading, options trading, crypto, prediction markets, tokenised stocks, private markets, banking, social trading, and more.</p>



<p>I’ll point out this innovation is driving strong growth. Last quarter, revenue was up 27% year on year (and that was with a major bear market in crypto).</p>



<p>I also think that in the long run, this company could be a major beneficiary of the ‘Great Wealth Transfer’, as trillions are passed down to younger generations in the decades ahead. So this company could prosper given its user base today is mainly younger investors.</p>


<div class="tmf-chart-singleseries" data-title="Robinhood Markets Price" data-ticker="NASDAQ:HOOD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p>Like Palantir, this is a high-risk stock. Its valuation isn’t crazy (the P/E ratio&#8217;s only 32) but it operates in a competitive industry and there’s no guarantee its user base will remain as interested in investing as it is today.</p>



<p>Taking a long-term view though, I’m bullish on its prospects.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/01/retire-early-ive-just-bought-2-new-moonshot-growth-stocks-for-my-isa/">Retire early? I’ve just bought 2 new ‘moonshot’ growth stocks for my ISA</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>I just bought some Palantir stock while it’s 35% below its highs</title>
                <link>https://www.fool.co.uk/2026/02/20/i-just-bought-some-palantir-stock-while-its-35-below-its-highs/</link>
                                <pubDate>Fri, 20 Feb 2026 08:36:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1651058</guid>
                                    <description><![CDATA[<p>Palantir stock has fallen significantly despite blowout Q4 results in which revenue was up 70%. Given the drop, Edward Sheldon has started a small position.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/20/i-just-bought-some-palantir-stock-while-its-35-below-its-highs/">I just bought some Palantir stock while it’s 35% below its highs</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>Artificial intelligence stock <strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ: PLTR</a>) has been on my watchlist for years now. I’ve never bought it though due to its high valuation.</p>



<p>With the stock recently falling more than 35% from its highs, however, the valuation has come down quite a bit. So, I decided it was finally time to pull the trigger and get on the Palantir bandwagon.</p>



<h2 class="wp-block-heading" id="h-a-true-ai-beneficiary">A true AI beneficiary</h2>



<p>Palantir’s unbelievable growth was a key factor behind my investment decision. This is a <a href="https://www.fool.co.uk/investing-basics/market-sectors/investing-in-tech-stocks-in-the-uk/">technology</a> company that is benefitting from the AI revolution in a big way.</p>



<p>Just look at recent Q4 results. For the quarter:</p>



<ul class="wp-block-list">
<li>Revenue was up 70% year on year to $1.4bn</li>



<li>US revenue was up 93% to $1.1bn</li>



<li>US commercial revenue was up 137% to $507bn</li>
</ul>



<p></p>



<p>I can’t remember the last time I saw an established company grow its top line at 70% year on year. That’s pretty much unheard of.</p>



<p>Note that for 2026, the company expects revenue growth of 61%. That’s mind-blowing.</p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p>It’s not just a top-line story here, however. Profits are also skyrocketing.</p>



<p>For the fourth quarter, net income attributable to common stockholders was up 670% year on year to $609m. Meanwhile, the company’s ‘Rule of 40’ score (revenue growth plus operating margin) was 127 (again, almost unheard of).</p>



<p>These results suggest that we have a very unique company here. This is not your average software company.</p>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p><em>“Our customers aren’t tentatively trying AI. They’re committing to it at scale, with Palantir as the driving force.”</em><br>Ryan Taylor, Palantir Chief Revenue Officer and Chief Legal Officer</p>
</blockquote>



<h2 class="wp-block-heading" id="h-earnings-call-insight">Earnings call insight</h2>



<p>Reading through the Q4 earnings call transcript, there was one part that jumped out at me. It was a quote from an executive at a construction company who said: <em>&#8220;We’ve gone all-in so much so that every other software must justify its existence, and so far they haven’t been able to. The ontology is the secret weapon. Nothing else comes close. And not only are we getting rid of third-party software; we’ve replaced their functionality and then beaten them to new features, all within the year, because of the ontology.</em>&#8220;</p>



<p>Obviously, this is just one company’s feedback. But it suggests that Palantir has a powerful product.</p>



<p>Palantir’s &#8216;ontology&#8217; is essentially the translation of data into understandable concepts. It allows users (humans and AI agents) to make decisions directly within the platform.</p>



<h2 class="wp-block-heading" id="h-a-small-buy-for-me">A small buy for me</h2>



<p>Now, I’ll point out that my stock purchase was very small. Right now, Palantir is one of the smallest holdings in my portfolio.</p>



<p>I’ve started with a tiny position for a few reasons. One is that the stock is falling – the downtrend could have further to run.</p>



<p>Another is that the stock is still priced for very high growth (the <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio is about 100). Yet there&#8217;s no guarantee that the strong growth will continue.</p>



<p>I see a lot of potential in the long run, however. I plan to keep buying the stock on share price weakness and build up my position over time.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/20/i-just-bought-some-palantir-stock-while-its-35-below-its-highs/">I just bought some Palantir stock while it’s 35% below its highs</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Palantir stock’s crashed 26% already in 2026. Time to buy the dip?</title>
                <link>https://www.fool.co.uk/2026/02/15/palantir-stocks-crashed-26-already-in-2026-time-to-buy-the-dip/</link>
                                <pubDate>Sun, 15 Feb 2026 08:41:00 +0000</pubDate>
                <dc:creator><![CDATA[Christopher Ruane]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1648699</guid>
                                    <description><![CDATA[<p>It has been a brutal few weeks for Palantir stock -- yet the business has been doing brilliantly. What's going on -- and should this writer invest?</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/palantir-stocks-crashed-26-already-in-2026-time-to-buy-the-dip/">Palantir stock’s crashed 26% already in 2026. Time to buy the dip?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>One of the notable tech performer in the US stock market over the past few years has been <strong>Palantir</strong> <strong>Technologies </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ: PLTR</a>). Over the past five years, Palantir stock has more than <span style="text-decoration: underline">quadrupled</span>.</p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Lately, though, things have been looking less rosy. The stock has already lost over a quarter of its value this year &#8212; and we are only in the middle of February!</p>



<p>For existing shareholders, that might be ringing some alarm bells. But could this be an opportunity for me, as someone who has never owned any Palantir stock, to buy some?</p>



<h2 class="wp-block-heading" id="h-valuation-looks-hard-to-justify">Valuation looks hard to justify</h2>



<p>I do not think so. </p>



<p>I see Palantir as a case study of a share where investors have got giddy about a company’s future potential and may have lost sight of its current performance.</p>



<p>Nobody doubts that the Palantir business is doing well. The company’s latest quarterly results showed year-on-year revenue growth of 70%.</p>



<p>That is impressive, especially considering the expense and complexity of what Palantir is selling. In its most recent quarter alone, it closed 61 deals each worth at least $10m in lifetime revenue. That was alongside many smaller ones.</p>



<p>Net income attributable to common stockholders in the same quarter the prior year had been $79m. This time around it was $609m. That is 770% growth. Wow!</p>



<p>Given such strong results, why has Palantir stock done so poorly this year? In a word: valuation.</p>



<p>Sky-high expectations were already baked into the company’s price. Even now, with its $310bn market capitalisation, Palantir is trading for <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">207 times earnings</a>. That is far, far too high for my tastes as an investor.</p>



<h2 class="wp-block-heading" id="h-looking-ahead-maybe-palantir-could-be-worth-it">Looking ahead, maybe Palantir could be worth it</h2>



<p>One swallow does not a summer make. The latest quarterly results are not necessarily an indication of what to expect in future.</p>



<p>But they do show a company experiencing an enormous demand surge and translating it into earnings growth. </p>



<p>If Palantir could grow its net income by something around that 770% for this year and next, suddenly the prospective valuation may not look so huge.</p>



<p>In fact, the current price could potentially turn out to be a long-term bargain.</p>



<p>I see Palantir as offering a &#8216;sticky&#8217; product. The more clients use its high-priced offering and seek to justify why, they more likely they may become to use it in future.</p>



<p>With proprietary programming, a very impressive roster of existing clients, and large installed user base, the Palantir growth story may just be starting in earnest.</p>



<h2 class="wp-block-heading" id="h-this-one-s-not-for-me">This one’s not for me</h2>



<p>Then again, it may not.</p>



<p>For starters, it remains to be seen whether Palantir is really one of a kind or if rivals can figure out how to offer much the same service at a far more competitive price level.</p>



<p>The company has also attracted controversy thanks to what it does and who it does it for. That can go with the territory of <a href="https://www.fool.co.uk/investing-basics/market-sectors/investing-in-defence-stocks-in-the-uk/">working with governments and militaries</a>, but it does raise a reputational risk.</p>



<p>On top of that, Palantir’s core intellectual property is something of a black box. I do not (and cannot) know what it is, so cannot properly assess what sort of competitive advantage it may offer the business. </p>



<p>So, I have no plans to add Palantir stock to my portfolio despite the recent price crash!</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/15/palantir-stocks-crashed-26-already-in-2026-time-to-buy-the-dip/">Palantir stock’s crashed 26% already in 2026. Time to buy the dip?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Meet the S&#038;P 500 stock that Michael Burry says could crash 50% (or more) </title>
                <link>https://www.fool.co.uk/2026/02/12/meet-the-sp-500-stock-that-michael-burry-says-could-crash-50-or-more/</link>
                                <pubDate>Thu, 12 Feb 2026 11:35:33 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1647282</guid>
                                    <description><![CDATA[<p>The investor depicted in The Big Short film reckons this amazing artificial intelligence (AI) stock from the S&#38;P 500 is in big trouble. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/12/meet-the-sp-500-stock-that-michael-burry-says-could-crash-50-or-more/">Meet the S&amp;P 500 stock that Michael Burry says could crash 50% (or more) </a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>Famed investor Michael Burry has been bearish on the <strong>S&amp;P 500</strong> for ages now. Yet the blue-chip index continues going up, proving him wrong (at least so far). </p>



<p>Despite this, the investor is doubling down on his AI-is-in-a-massive-bubble thesis. And he reckons this hyper-growth stock is vulnerable to a massive share price crash. </p>



<h2 class="wp-block-heading" id="h-cassandra-unchained">Cassandra unchained  </h2>



<p>As a reminder, Burry was portrayed by British actor Christian Bale in <em>The Big Short</em> film. There are many brilliant scenes in this movie, but my personal favourite is when Steve Carell&#8217;s character is told by a dancing stripper that she owns five houses and a condo — all financed with adjustable-rate mortgages. </p>



<p>That&#8217;s when the penny drops that there&#8217;s a subprime mortgage bubble. Anyway, long story short (no pun intended), Burry and the others were right and made a fortune.</p>



<p>Today, he sees another bubble with AI and has launched a paid Substack called &#8216;Cassandra Unchained&#8217; to post his research on this subject. </p>



<h2 class="wp-block-heading" id="h-no-room-for-hiccups">No room for hiccups</h2>



<p>This week, Burry shared a chart identifying a particular trading pattern in the share price of <strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>). He believes it has breached a crucial support level and could fall to $80, and then possibly as low as $50.</p>



<p>With the share price currently at $135, this suggests Palantir could crash by 50% or more!</p>



<p>Lending credence to this view is the software stock&#8217;s sky-high valuation. Right now, its price-to-sales (P/S) ratio is around 45, while the forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) multiple is above 100.  </p>



<p>Palantir has been driven to these levels by exceptional company growth, which has fuelled a near-700% share price rally since the start of 2024. However, at its current valuation, there&#8217;s absolutely no room for any earnings hiccups (a key risk). </p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-getting-more-interested">Getting more interested </h2>



<p>Now, it should be remembered that Burry is talking about a stock trading pattern. By contrast, <em>The Motley Fool </em>is focused on <a href="https://www.fool.co.uk/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long-term investing</a> (five years or more). Over this time period, such patterns often amount to nothing more than distant zigs and zags on a chart.</p>



<p>Palantir closed the fourth quarter with $4.26bn of total contract value, a key software bookings metric, which represented year-on-year growth of <span style="text-decoration: underline">138%</span>. And management expects 61% top-line growth in 2026.</p>



<p>Palantir’s ‘Rule of 40’ score – that’s the company’s revenue growth rate plus operating margin – clocked in at an incredible 127%. In software circles, hitting 40 is seen as healthy for a growing business (hence the rule).</p>



<p>Perhaps it should be doubled and renamed the &#8216;Rule of 80&#8217; now Palantir has made a mockery of it!</p>



<p>If the stock were to crash anywhere near $70, I will add it to my Stocks and Shares ISA. At this level, the forward-looking P/E multiple would be around 40, based on forecasts for 2027.</p>



<p>For a company as profitable as this, I think that would prove good value. Because even if Burry is right and an AI bubble pops, it&#8217;s unlikely that companies and organisations will suddenly stop using Palantir&#8217;s Foundry and AIP (Artificial Intelligence Platform). These are helping customers make better decisions and become more efficient and profitable.</p>



<p>With the stock down 35% since November, I&#8217;m definitely getting more interested. But I&#8217;m not ready to buy it just yet. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/12/meet-the-sp-500-stock-that-michael-burry-says-could-crash-50-or-more/">Meet the S&amp;P 500 stock that Michael Burry says could crash 50% (or more) </a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Is Palantir still a millionaire-maker S&#038;P 500 stock today?</title>
                <link>https://www.fool.co.uk/2026/02/04/is-palantir-still-a-millionaire-maker-sp-500-stock-today/</link>
                                <pubDate>Wed, 04 Feb 2026 17:00:00 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1643804</guid>
                                    <description><![CDATA[<p>Palantir has skyrocketed in recent years, making savvy investors a fortune. With the S&#38;P 500 stock down 32% since November, am I a buyer today?</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/04/is-palantir-still-a-millionaire-maker-sp-500-stock-today/">Is Palantir still a millionaire-maker S&amp;P 500 stock today?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p><strong>Palantir Technologies</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>) stock joined the <strong>S&amp;P 500</strong> in September 2024. But just 16 months before then it was trading for $7, and looked more likely destined for semi-obscurity than the prestigious blue-chip index.</p>



<p>Fast forward to today, Palantir stock has skyrocketed to around $145. For those keeping score, that&#8217;s an eye-popping gain of almost 1,900%! </p>



<p>Clearly, anyone who invested just under three years ago has made out like a bandit. They might even be a paper millionaire, depending on whether or not they backed up the truck.  </p>



<p>But the question now is, can this high-calibre growth stock still potentially create future millionaires? </p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="2021-02-04" data-end-date="2026-02-04" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-another-blowout-quarter">Another blowout quarter </h2>



<p>As a quick reminder, Palantir helps governments and businesses make sense of their messy data to improve efficiency and produce better decisions. Its Artificial Intelligence Platform (AIP) connects AI with data, driving automation across various real-world operations.</p>



<p>The firm&#8217;s customers range from dozens of blue-chip companies to the FBI, CIA, and NHS. And in Q4 2025, its customer count grew 34% year on year, as it closed 180 deals valued at no less than $1m, 84 deals of at least $5m, and 61 at $10m or more.</p>



<p>Revenue exploded 70% higher to $1.4bn, marking an uptick in the growth rate. Indeed, this trend has been accelerating like a runaway train for five consecutive quarters now.   </p>



<figure class="wp-block-image aligncenter size-large is-resized"><img fetchpriority="high" decoding="async" width="663" height="338" src="https://www.fool.co.uk/wp-content/uploads/2026/02/Screenshot-245-663x338.png" alt="" class="wp-image-1643896" style="width:663px;height:auto" /><figcaption class="wp-element-caption"><em>Source: Palantir Q4 2025 letter to shareholders</em></figcaption></figure>



<p>Palantir&#8217;s AIP business is driving truly incredible growth, with US commercial revenue surging 137% to $507m. Meanwhile, government revenue jumped 66% to $570m. </p>



<p>Equally remarkable is Palantir&#8217;s <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">profitability</a>. In Q4, it generated net income of $609m, representing a red-hot 41% margin. Never one to miss an opportunity to blow Palantir&#8217;s own trumpet, colourful CEO Alex Karp called this record profit &#8220;<em>pure and uncontrived</em>&#8220;. </p>



<p>In contrast, he said other enterprise software firms &#8220;<em>may feel pressure to manage their businesses around their financials</em>&#8220;. I read that as a dig at competitors who are carrying out <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/takeovers-and-mergers/">acquisitions</a> to buy revenue and ready-built AI products.</p>



<p>Then again, Karp doesn&#8217;t see Palantir as having any rivals. He wrote: &#8220;<em>We are an n of 1, and these numbers prove it</em>.&#8221;  </p>



<h2 class="wp-block-heading" id="h-millionaire-maker">Millionaire-maker?</h2>



<p>This quarter once again confirmed that we&#8217;re looking at a once-in-a-generation growth company. For 2026, it sees revenue increasing by another 61% to around $7.19bn.  </p>



<p>Looking ahead, I can only see the company getting larger. Because once an organisation&#8217;s operations are plugged into Palantir&#8217;s platforms, it&#8217;s incredibly unlikely to leave. </p>



<p>Indeed, the opposite is happening &#8212; firms and agencies are becoming more reliant on the company. As such, the chief executive argues Palantir should be judged differently by the market. </p>



<p>To some extent, I agree with this. After all, the company is putting up extraordinary numbers and is extremely profitable. That deserves a premium. </p>



<p>But how much? Using this year&#8217;s forecast, the stock&#8217;s price-to-sales ratio is approaching 50, while the forward-looking earnings multiple is above 100. This leaves no margin of error for any sort of unexpected slowdown in growth, which is also extremely US-centric.</p>



<p>In my opinion, the stock remains overvalued, even after falling 32% since November. With an already hefty market cap above $300bn, I don&#8217;t see Palantir as a millionaire-maker today. </p>



<p>Nevertheless, if the stock keeps falling, I may become interested. But for now, it remains on my watchlist. </p>
<p>The post <a href="https://www.fool.co.uk/2026/02/04/is-palantir-still-a-millionaire-maker-sp-500-stock-today/">Is Palantir still a millionaire-maker S&amp;P 500 stock today?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Should I buy Palantir stock for my ISA after its blowout Q4 earnings?</title>
                <link>https://www.fool.co.uk/2026/02/03/should-i-buy-palantir-stock-for-my-isa-after-its-blowout-q4-earnings/</link>
                                <pubDate>Tue, 03 Feb 2026 15:00:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1643208</guid>
                                    <description><![CDATA[<p>Palantir stock has lost its momentum recently. But that could be about to change after the company’s blockbuster fourth-quarter earnings.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/03/should-i-buy-palantir-stock-for-my-isa-after-its-blowout-q4-earnings/">Should I buy Palantir stock for my ISA after its blowout Q4 earnings?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p><strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ: PLTR</a>) stock could be about to surge again. That&#8217;s because the artificial intelligence (AI) software company just posted its fourth-quarter 2025 earnings and the numbers were truly incredible.</p>



<p>Is it time to buy this US growth stock for my ISA? Let’s discuss.</p>



<h2 class="wp-block-heading" id="h-unbelievable-numbers-for-q4">Unbelievable numbers for Q4</h2>



<p>I thought Palantir’s Q4 results would be good. But I didn’t think they’d be this good.</p>



<p>For the quarter, revenue was up a huge 70% year on year to $1.4bn. Meanwhile, US revenue was up an insane 93% to $1.1bn.</p>



<p>Driving this growth was US commercial revenue. This came in at $507bn, up 137%, signalling that US businesses are scrambling to adopt its AI technology.</p>



<p>However, US government revenue (defence and national security) was also very strong. This was up 66% to $570m.</p>



<p>It wasn’t just about revenue though. Profits also soared.</p>



<p>For the period, net income attributable to common stockholders was $609m. That figure was up around 670% year on year.</p>



<p>As for the software company’s ‘Rule of 40’ score (revenue growth plus operating margin), this was 127. That’s basically unheard of.</p>



<p>Looking ahead, management said that it’s aiming for revenue growth of 61% this year (the consensus forecast was about 40% growth). In other words, the company is expecting 2026 to be another blockbuster year.</p>



<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-alex-karp-gems">Alex Karp gems</h2>



<p>In the company’s letter to shareholders, CEO Alex Karp did his usual thing. “<em>Our financial results, those crude and imperfect metrics by which a market filled with both excitement and fear attempts to assess the value of the companies it covets, have again exceeded even our most ambitious expectations</em>,” he wrote.</p>



<p>“<em>We are at the outset, the very beginning, of a generational project</em>,” he noted. So, he clearly sees a lot of growth potential ahead.</p>



<h2 class="wp-block-heading" id="h-should-i-buy-now">Should I buy now?</h2>



<p>Now, while this is all super-exciting, the valuation here remains very high. Currently, Palantir has a market cap of around $390bn.</p>



<p>Given that the company is forecasting revenue of about $7.2bn this year, the price-to-sales ratio (note I’m talking about <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-sales-ratio/">price-to-sales</a> not <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a>) is approximately 54. That’s a bit of a turn-off for me (it&#8217;s one of the highest price-to-sales ratios in the <strong>S&amp;P 500</strong> index).</p>



<p>At that sales multiple, there’s no room for a slowdown. If growth was to suddenly moderate for some reason, the share price could drop significantly.</p>



<p>It’s worth noting that famed short seller Michael Burry has been targeting this stock recently. He obviously sees it as overvalued.</p>



<p>It’s also worth thinking about a potential downturn in AI stocks. This area of the market has seen some weakness recently and we can’t rule out another leg down.</p>



<p>One other issue on my mind is Palantir’s involvement with ICE (United States Immigration and Customs Enforcement). Palantir has said that there’s no malicious intent with its work with the US government. However, not everyone is convinced.</p>



<p>Considering these issues, I’m going to keep the stock on my watchlist for now. I could be interested in buying it one day, but I’m not ready to buy just yet.</p>
<p>The post <a href="https://www.fool.co.uk/2026/02/03/should-i-buy-palantir-stock-for-my-isa-after-its-blowout-q4-earnings/">Should I buy Palantir stock for my ISA after its blowout Q4 earnings?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>2 stocks I wouldn&#8217;t touch with a bargepole today in my ISA and SIPP</title>
                <link>https://www.fool.co.uk/2025/12/10/2-stocks-i-wouldnt-touch-with-a-bargepole-today-in-my-isa-and-sipp/</link>
                                <pubDate>Wed, 10 Dec 2025 11:29:41 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1616514</guid>
                                    <description><![CDATA[<p>The following two stocks have a history of being incredibly popular with retail investors. So why is this writer avoiding them like the plague?</p>
<p>The post <a href="https://www.fool.co.uk/2025/12/10/2-stocks-i-wouldnt-touch-with-a-bargepole-today-in-my-isa-and-sipp/">2 stocks I wouldn&#8217;t touch with a bargepole today in my ISA and SIPP</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>I aim to invest money into my ISA and SIPP regularly to build long-term wealth. As such, I&#8217;m always on the lookout for stocks to buy. </p>



<p>However, after digging into the following pair, I&#8217;m going to avoid them. Here&#8217;s why.</p>



<h2 class="wp-block-heading" id="h-trump-media">Trump Media </h2>



<p>The last time I looked at <strong>Trump Media &amp; Technology Group</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-djt/">NASDAQ:DJT</a>) in November 2024, I was very bearish. Back then, the owner of social media platform Truth Social traded for $31, which put the stock on an obscene&nbsp;<a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-sales-ratio/">price-to-sales (P/S) ratio</a>&nbsp;of 1,000+.</p>


<div class="tmf-chart-singleseries" data-title="Trump Media &amp; Technology Group Price" data-ticker="NASDAQ:DJT" data-range="5y" data-start-date="2021-09-30" data-end-date="2025-12-10" data-comparison-value=""></div>



<p>Fast forward to now, Trump Media stock has crashed 64% to $11.30. Yet the P/S multiple is still 737! </p>



<p>In essence, this means that investors are paying $737 for every $1 of revenue the company generated over the previous year. Typically, this would indicate that the business was growing tremendously.  </p>



<p>In Q3, however, revenue actually declined 4% year on year to $973k, while the <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">net loss</a> ballooned to almost $55m, including $20.3m in legal expenses. For the whole of 2024, Trump Media reported just $3.8m in revenue and a <span style="text-decoration: underline">$401m</span> net loss.</p>



<p>Now, to be fair, the company has diversified its business since I last looked at it. There&#8217;s a Truth+ streaming channel, which offers &#8220;<em>non-woke movies, live TV, Christian content, and more</em>&#8220;, and it has got into crypto.</p>



<p>But a big red flag for me here is that the company doesn&#8217;t disclose standard platform industry metrics like daily active users. So it&#8217;s hard for investors to track engagement, adding significant uncertainty. </p>



<p>That said, Trump Media earned $15.3m from Bitcoin-linked option premiums and $13.4m in interest income in Q3. And this suggest the firm&#8217;s crypto assets are now more relevant than the social media platform.</p>



<p>Either way, this is a speculative share I&#8217;m not going anywhere near. </p>



<h2 class="wp-block-heading" id="h-palantir">Palantir </h2>



<p>The second stock &#8212; <strong>Palantir Technologies</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>) &#8212; is a different beast altogether. It&#8217;s up nearly 1,000% since the start of 2024!  </p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="2020-12-10" data-end-date="2025-12-10" data-comparison-value=""></div>



<p>The software/data analytics giant has no growth problems, with Q3 revenue skyrocketing 63% to $1.18bn. Net income of $476m represented an incredible 40% margin. </p>



<p>Due to insane AI-related demand, Palantir is now generating more profit in a single quarter than it did in revenue&nbsp;just three years ago. </p>



<p>Looking ahead, strong growth is expected to continue, with the firm&#8217;s customer count jumping 45% in Q3. Blue-chip customers tend to spend more and more with Palantir as the years go by. </p>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p><em>In the United States, our commercial business&#8230;is an absolute juggernaut. And we believe that it will become, on its own, one of the most significant business stories of the century in American economic life</em>. Palantir CEO Alex Karp.</p>
</blockquote>



<p>Stepping back then, it&#8217;s hard to be anything other than impressed with this business. My issue is that the stock&#8217;s price-to-sales multiple is currently 118. The forward price-to-earnings ratio is 182.</p>



<p>Unfortunately, I can&#8217;t risk investing at this price. In reality, it offers virtually no margin of safety if growth even slightly underwhelms. </p>



<p>So, while the company is great, the stock appears extremely overpriced to me. </p>



<h2 class="wp-block-heading" id="h-foolish-takeaway">Foolish takeaway</h2>



<p>In terms of quality, these two shares are worlds &#8212; or even universes &#8212; apart. But they share one thing in common &#8212; they both look significantly overvalued. </p>



<p>Fortunately though, there are plenty of other attractively-priced opportunities in the stock market today. </p>
<p>The post <a href="https://www.fool.co.uk/2025/12/10/2-stocks-i-wouldnt-touch-with-a-bargepole-today-in-my-isa-and-sipp/">2 stocks I wouldn&#8217;t touch with a bargepole today in my ISA and SIPP</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Here’s why Palantir stock dropped 16% in the S&#038;P 500 in November </title>
                <link>https://www.fool.co.uk/2025/12/01/heres-why-palantir-stock-dropped-16-in-the-sp-500-in-november/</link>
                                <pubDate>Mon, 01 Dec 2025 06:07:00 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1611771</guid>
                                    <description><![CDATA[<p>Artificial intelligence stock Palantir just had its worst month since August 2023. At $168, is it now cheap enough for me to add it to my ISA?</p>
<p>The post <a href="https://www.fool.co.uk/2025/12/01/heres-why-palantir-stock-dropped-16-in-the-sp-500-in-november/">Here’s why Palantir stock dropped 16% in the S&amp;P 500 in November </a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p><strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>) stock fell 16% in the <strong>S&amp;P 500</strong> in November, marking its worst month for over two years. </p>



<p>However, had an investor taken advantage of that dip back in August 2023, they would have made more than 10 times their money, even after November&#8217;s pullback. Nice.</p>



<p>I&#8217;ve been looking for an opportunity to add Palantir to my Stocks and Shares ISA for quite a while now. But it has just marched higher and higher, rarely pausing for breath.</p>



<p>Has November provided me with the perfect opportunity?</p>


<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="2020-12-01" data-end-date="2025-12-01" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-what-the-firm-does">What the firm does </h2>



<p>Palantir’s software pulls huge amounts of messy data into one place and makes it useful. Governments use it for defence, intelligence, and security. Businesses use it to improve margins, by optimising supply chains, detecting fraud, forecasting demand, and much more.&nbsp;</p>



<p>Put simply, Palantir builds data-analysis software that helps big organisations make better decisions. </p>



<p>But the company’s newest product &#8212; Artificial Intelligence Platform (AIP) &#8212; has truly catapulted the company into the big league.&nbsp;AIP integrates generative AI into private enterprise data, and this is fuelling truly enormous growth. </p>



<p>This year revenue is expected to surge around 54% to $4.4bn, with US commercial revenue more than doubling, driven by AIP demand.&nbsp;Customer count grew by 45% in Q3 alone! </p>



<p>Full-year adjusted free cash flow will total approximately $2bn, showing how financially powerful Palantir&#8217;s model is.&nbsp;</p>



<p>Looking further out, Wall Street expects revenue to exceed $8bn in 2027, with more than $3bn in free cash flow generated.&nbsp;</p>



<h2 class="wp-block-heading" id="h-ai-jitters">AI jitters </h2>



<p>The stock was caught up in the AI-related sell-off last month. Chip giants <strong>Advanced Micro Devices</strong> and <strong>Nvidia</strong> fell 15.1% and 12.6%, respectively. Meanwhile, shares of AI cloud computing firm <strong>CoreWeave</strong> plummeted 45.3%. </p>



<p>Investors have started to worry about valuations. And even after the 16% drop, Palantir stock trades at 107 <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-sales-ratio/">times sales</a> and 167 <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">times forward earnings</a>. Given this sky-high valuation, the stock is very vulnerable during any market sell-off.</p>



<p>There was also Michael Burry&#8217;s recent high-profile bets against Nvidia and Palantir. He contends that we&#8217;re in an AI bubble, no different to the internet one around the turn of the millennium. </p>



<p>Ending last month&#8217;s Q3 earnings call, combative CEO Alex Karp fired back at the critics: &#8220;<em>Please turn on the conventional television and see how unhappy those that didn&#8217;t invest in us are, enjoy, get some popcorn, they&#8217;re crying. We are every day making this company better, and we&#8217;re doing it for this nation, for allied countries</em>&#8220;.</p>



<h2 class="wp-block-heading" id="h-dip-buying-opportunity-for-my-isa">Dip-buying opportunity for my ISA?</h2>



<p>Palantir is obviously a world-class company with hundreds of blue-chip customers, including <strong>Airbus</strong>, <strong>Walmart</strong>, <strong>Pfizer</strong>, the NHS, FBI, and CIA. </p>



<p>In November, it signed new deals with consulting firm PwC, <strong>FTAI Aviation</strong> (aircraft engine maintenance), AI upskilling platform Multiverse, and Valoriza (a Spanish environmental services company).</p>



<p>My issue here (still) is the valuation after the stock&#8217;s 122% year-to-date surge. Buying shares that are trading around 100 times sales is rarely a good idea, no matter how good the underlying business is.</p>



<p>Therefore, I&#8217;ll focus my attention elsewhere for now, while keeping Palantir on my watchlist. I&#8217;m waiting patiently for a valuation that seems even more attractive.</p>
<p>The post <a href="https://www.fool.co.uk/2025/12/01/heres-why-palantir-stock-dropped-16-in-the-sp-500-in-november/">Here’s why Palantir stock dropped 16% in the S&amp;P 500 in November </a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>£10,000 invested in Palantir stock 5 years ago is now worth £95,000! What&#8217;s next?</title>
                <link>https://www.fool.co.uk/2025/11/21/10000-invested-in-palantir-stock-5-years-ago-is-now-worth-95000-whats-next/</link>
                                <pubDate>Fri, 21 Nov 2025 06:04:00 +0000</pubDate>
                <dc:creator><![CDATA[Dr. James Fox]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1607373</guid>
                                    <description><![CDATA[<p>Dr James Fox takes a closer look at Palantir stock. The company has made some investors very rich over the past five years, but what's its future? </p>
<p>The post <a href="https://www.fool.co.uk/2025/11/21/10000-invested-in-palantir-stock-5-years-ago-is-now-worth-95000-whats-next/">£10,000 invested in Palantir stock 5 years ago is now worth £95,000! What&#8217;s next?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p><strong>Palantir </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>) stock&#8217;s up 810% over the past five years. Coupled with a modest depreciation of the pound versus the dollar, £10,000 invested in Palantir in late November 2020 is now worth £95,000. To anyone who made that investment, kudos!</p>



<p>So why did that happen and what might happen now?</p>



<div class="tmf-chart-singleseries" data-title="Palantir Technologies Price" data-ticker="NASDAQ:PLTR" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-dominance-in-software-data-and-ai">Dominance in software, data, and AI</h2>



<p>Palantir’s surge over the past five years is partially rooted in an operational shift. The company turned what was once a bespoke, services-heavy government contractor into a scalable, high-margin software platform built around its products Gotham, Foundry and Apollo. </p>



<p>That architecture lets it integrate messy data, encode operational workflows and deploy artificial intelligence (AI) applications across cloud &#8212; that means on-premise and edge environments.</p>



<p>Government contracts gave Palantir stable, high-profile reference wins, but the stock really started to re-rate when US commercial revenue began growing quickly. Palantir’s approach is to start with a small, focused workflow for a client, then gradually add extra modules and AI tools at a very low additional cost.</p>



<p>This shift expanded recurring revenue, boosted free cash flow and demonstrated operating leverage. Perception changed too. It&#8217;s now seen as the product-leading company in the sector, with the potential to take an outsized share of the market. </p>



<p>Financially, the results have been incredibly impressive &#8212; it registered 63% revenue growth in the last quarter. And this perception of the business&#8217;s operational superiority has contributed to an extraordinary valuation &#8212; it trades around 240 times forward earnings.</p>



<h2 class="wp-block-heading" id="h-can-the-share-price-surge-again">Can the share price surge again?</h2>



<p>The answer to the &#8216;where next?&#8217; question is inevitably challenging, but it revolves around the company&#8217;s ability to justify the valuation. At 240 <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">times forward earnings,</a> it&#8217;s trading at a 925% premium to the information technology sector average.</p>



<p>And even adjusting for the earnings growth expected by analysts in the medium term, it looks expensive. The <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/the-peg-ratio/">price-to-earnings-to-growth (PEG)</a> ratio of 5.5 is a clear sign of overvaluation. Most investors would be mad to buy a stock at these levels. </p>



<p>However, Palantir is clearly a special case. Those who believe in the company think its operational superiority will deliver massive annual increases in earnings for years to come. This would make it incredibly appealing.</p>



<p>The concern, and this is something I share, is that it will struggle to justify these valuation numbers. Simply, the earnings growth it needs to deliver is almost unheard of. And if it slips, the market will punish the stock. </p>



<p>It&#8217;s also worthwhile noting that the &#8216;long term&#8217; is a long time to maintain operational superiority. Admittedly I don&#8217;t use Palantir products in my day-to-day, but it&#8217;s not unimaginable to think that another company, perhaps even a bigger tech player, could tap into this moat.</p>



<p>With that in mind, Palantir may look quite a risky investment. But it&#8217;s also become a FOMO (fear of missing out) stock. Some investors see this type of exposure as being integral to their portfolios.</p>



<p>Personally, I don&#8217;t believe Palantir&#8217;s worth considering right now. Instead, investors should consider stocks where the valuation is easier to justify.</p>
<p>The post <a href="https://www.fool.co.uk/2025/11/21/10000-invested-in-palantir-stock-5-years-ago-is-now-worth-95000-whats-next/">£10,000 invested in Palantir stock 5 years ago is now worth £95,000! What&#8217;s next?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>I was a huge fan of Palantir&#8230; then this happened</title>
                <link>https://www.fool.co.uk/2025/11/10/i-was-a-huge-fan-of-palantir-then-this-happened/</link>
                                <pubDate>Mon, 10 Nov 2025 08:06:00 +0000</pubDate>
                <dc:creator><![CDATA[Stephen Wright]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1602112</guid>
                                    <description><![CDATA[<p>Palantir trades at the highest price-to-sales multiple in the S&#38;P 500. But suddenly the price isn’t the thing putting Stephen Wright off the stock.</p>
<p>The post <a href="https://www.fool.co.uk/2025/11/10/i-was-a-huge-fan-of-palantir-then-this-happened/">I was a huge fan of Palantir&#8230; then this happened</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>I used to be a big fan of <strong>Palantir</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/nasdaq-pltr/">NASDAQ:PLTR</a>) but I’ve gone right off the stock in the last week. And the reason is straightforward – I saw an interview with the CEO.</p>



<p>It emerged last week that Michael Burry had a short position in Palantir at the end of Q3. I couldn’t care less, but seeing the CEO’s reaction gave me a strong signal to stay away.</p>



<h2 class="wp-block-heading" id="h-triggered">Triggered</h2>



<p>In a CNBC interview, Alex Karp was asked about what he thought of Burry’s position. I didn’t expect him to think it was a good idea, but I wasn’t anticipating what followed:</p>



<p><em>“It just is super triggering because these people – they could pick on any company in the world [but] they have to pick on the one that actually helps people, that actually has made money for the average person, that is actually supporting our war fighters. Why do they have to go after us?”&nbsp;</em></p>



<p>He then went on – in so many words – to speculate that what was going on constituted market manipulation:</p>



<p><em>“With the shorts it’s very complex – it’s not even clear that, honestly, what I think is going on here is market manipulation.”</em></p>



<p>None of this is what I want to see from the CEO of a company I’m considering investing in. And this is why I’ve gone right off Palantir as a stock.</p>



<h2 class="wp-block-heading" id="h-short-selling">Short selling</h2>



<p>I don’t know exactly why Burry is short Palantir. But his position isn’t an attack on the company – it just means he thinks the stock is likely to fall.</p>



<p>So what? At some point or other virtually every stock has been <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/">overpriced</a> and fallen and that’s created short opportunities.</p>



<p>Furthermore, the idea that Palantir’s current share price is hard to justify is hardly outrageous. The stock trades at the highest <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-sales-ratio/">price-to-sales (P/S) multiple</a> in the <strong>S&amp;P 500</strong>.&nbsp;</p>



<p>Karp calling it market manipulation because someone expressed that view in the options market, though, alarms me. In fact, it makes me more convinced it might be true.</p>



<h2 class="wp-block-heading" id="h-valuation">Valuation</h2>



<p>Palantir may well have the best growth prospects of any S&amp;P 500 company. Its product is incredible, the market is enormous, and there doesn’t seem to be a competitor in sight.</p>



<p>As a result, I think it probably does deserve to trade at a higher P/S ratio than any other stock in the index. But even after falling 13% in a week, it still trades at a multiple of 109.&nbsp;</p>



<p>The next most expensive stock in the S&amp;P 500 by this metric is <strong>AppLovin</strong> at a P/S ratio of 38. So even if Palantir’s share price fell 50%, it would still trade at the highest multiple.</p>



<p>Maybe it’s worth that, or maybe it isn’t. But knowing the CEO gets triggered by finding out that someone is shorting the stock at these levels puts me right off.</p>



<h2 class="wp-block-heading" id="h-fomo">FOMO?</h2>



<p>Michael Burry is a braver man than me to bet against Palantir. We’ll see how his short position goes, but one thing we know right now is that the stock is down from where it ended Q3.</p>



<p>From a long-term perspective, I’m steering clear of this one. That might prove to be a mistake, but a stock market full of other opportunities means I don’t need to worry about FOMO.</p>
<p>The post <a href="https://www.fool.co.uk/2025/11/10/i-was-a-huge-fan-of-palantir-then-this-happened/">I was a huge fan of Palantir&#8230; then this happened</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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