Ticker archive
What was said about Palantir Technologies
This is the TubeRank file on PLTR. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
PLTRPalantir Technologies
$184.99as of 10h ago
The record, in brief
14 calls from 4 channels are on file for PLTR. 1 has a result. The hit rate is 100% (1 hit, 0 missed, 0 partial; a partial counts as half). 5 are still pending. The record leans bullish: 13 bullish and 1 bearish.
- On file
- 14
- Hit rate
- 100%
- Pending
- 5
- Channels
- 4
recorded calls
1 hit · 0 miss · 0 partial
awaiting a result
13 bullish · 1 bearish
Targets against the price
Each dot is a call with a target and a video date, drawn against the recorded price. Open one for the quote and how it resolved.
- pending
- hit
- unverifiable
Left off the chart: 8 without a target or a video date and 2 with a horizon longer than a year. They remain in the list below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Meet Kevin7 callsMixedKevin discusses Palantir being blamed for a deadly targeting error in Iran involving its Maven software, calling the incident a tragedy while separately noting the stock still has valuation-based upside due to strong growth expectations. He expresses discomfort mixing the human tragedy with stock analysis and is uncertain whether he will keep holding shares.
Kevin discusses Palantir being blamed for a deadly targeting error in Iran involving its Maven software, calling the incident a tragedy while separately noting the stock still has valuation-based upside due to strong growth expectations. He expresses discomfort mixing the human tragedy with stock analysis and is uncertain whether he will keep holding shares.
Earlier theses (4)
Kevin pushes back on Karp's doom-and-gloom framing about AI companies needing nationalization, calling it marketing hype to sell Palantir's platform, but he still believes Palantir itself is fundamentally strong and undervalued based on its growth, cash flow, and pricing power. He argues the stock could be worth around $250 using a more reasonable PEG ratio, and says he continues to buy shares at current levels.
Kevin favors buying the dip on Palantir after it approached a key support level, viewing it as a better opportunity than hardware stocks amid a sector rotation into software. He frames this as a tactical, momentum-driven call rather than a long-term price target.
Kevin owns Palantir, bought around $118, and believes it remains undervalued using a PEG-based model that yields a ~$222 fair value, though he thinks even that figure understates true upside by 20-30%.
Kevin sees Palantir as a standout example of a company that has successfully turned AI into monetizable pricing power, unlike the commoditized data center infrastructure plays.
“This stock could potentially knock in the door of $250, more likely about 243 if you want to be a little bit more exact.”
“I don't mind buying more though at this price.”
“At 100 or a buck 62, I personally think they could justify closer to a three peg. It's probably a $250 stock.”
“We literally came within a buck and40s of our 164 support line. That is a bullish setup for today, especially when you have a short squeeze…”
“Honestly, think that's about 20 to 30% too low. So, I think there's closer to 50% upside on Palunteer.”
“I think we're running this at like a 25 peg right now, which brings it to about a 222 fair value.”
“I'm a big fan of that and I'm a big fan of the companies that can actually turn AI into money. Palunteer is a great example.”
Tom Nash5 callsStrongly BullishTom Nash argues Palantir's latest earnings (93% revenue growth, expanding commercial and government deals, rule of 40 at 155) show the company's true potential is even bigger than his long-standing $1 trillion market cap thesis. He believes the stock, despite a 'expensive' valuation on trading and forward PE, remains undervalued relative to its growth trajectory and that hitting $1 trillion is actually a conservative outcome if growth doesn't decelerate.
Tom Nash argues Palantir's latest earnings (93% revenue growth, expanding commercial and government deals, rule of 40 at 155) show the company's true potential is even bigger than his long-standing $1 trillion market cap thesis. He believes the stock, despite a 'expensive' valuation on trading and forward PE, remains undervalued relative to its growth trajectory and that hitting $1 trillion is actually a conservative outcome if growth doesn't decelerate.
Earlier theses (2)
Tom Nash believes Palantir is priced for perfection but may deserve it given its exceptional financial profile, including 145 Rule of 40, 150% net retention, zero debt, and $8 billion cash. He sees its government contracts and institutional integration as a nearly unbreakable moat.
Tom Nash argues that Palantir's recent 26% decline over 6 months is a buying opportunity driven by market sentiment and Michael Burry's bearish thesis, not fundamental deterioration. He presents extensive financial data showing 56% revenue growth, 191% operating margin growth, $2B free cash flow, and a 98/100 scorecard rating on his platform.
“Palanteer has a simple path to 1 trillion. It's not that complicated.”
“We're talking about $367 to hit 1 trillion. $367 for this year, the way it's going right now.”
“Piloter is priced to perfection, but they might be as close to it as it gets.”
“Middle case, $493, 288% from here for the next five years.”
“Based on my bare case, the absolute worst of Palunteer. In five years, the stock is going to be at $150, which means that 30% 26% from now.”
Financial Education1 callMixedThe YouTuber is bullish on Palantir's business momentum, citing surging government Maven contracts and 65% stock appreciation in two months, but he believes the stock's valuation has become so stretched (Forward P/E over 100) that future returns will be poor unless growth stays extremely high for years. He models bull, base, and bear scenarios through 2030 and concludes the risk/reward is no longer attractive at current prices.
The YouTuber is bullish on Palantir's business momentum, citing surging government Maven contracts and 65% stock appreciation in two months, but he believes the stock's valuation has become so stretched (Forward P/E over 100) that future returns will be poor unless growth stays extremely high for years. He models bull, base, and bear scenarios through 2030 and concludes the risk/reward is no longer attractive at current prices.
Michael Tyler1 callBullishNamed as a technology buy at current levels — 'you haven't been able to buy this cheap in a very long time'. Recommended for long-term holding through midterm volatility.
Named as a technology buy at current levels — 'you haven't been able to buy this cheap in a very long time'. Recommended for long-term holding through midterm volatility.