The call, on record
PLTR bullish call
Target Price
$222
Quoted text as recorded“I think we're running this at like a 25 peg right now, which brings it to about a 222 fair value.”
Our interpretation
- Source published
- Aug 29, 2026
- Latest provider quote
- $175.40As of Nov 3, 2026, 9:00 PM UTC. May be delayed; does not resolve this call.
- Interpreted confidence
- medium
- Specificity
- specific
Tracking the outcome
- Status
- pending
- Notes
- No stated deadline is available. This call remains open without a scored outcome; its horizon label is not a deadline.
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Evidence and source
Our summary of the thesis
BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
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%.
Key arguments
- Bought shares around $118 before the Q3 rally
- PEG-based model (25 PEG) implies a $222 fair value
- Believes the $222 model output is 20-30% too conservative, implying more upside
Hedges and caveats (from the video)
- Acknowledges the software bottom 'probably isn't in yet' and could be 'pretty aggressive' when it arrives
- Notes that some stocks like QuickBooks are still lagging in recovery
- Mentions red flags alongside green shoots for Salesforce that will be discussed
- Discusses token/AI integration costs impacting software company margins as a headwind
- Valuation estimates presented are author's opinion and subject to market conditions
About this record
Not yet reviewed by a moderatorAI-extracted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.
- Source published
- Aug 29, 2026, 2:29 AM UTC
- First recorded by TubeRank
- Aug 29, 2026, 3:31 AM UTC
- Record last updated
- Oct 6, 2026, 6:32 AM UTC
- Moderator review recorded
- Not recorded
- Transcript provenance
- YouTube captions (manual or automatic)
- Recorded analysis processor/source label
- claude-sonnet-5
- This can identify a workflow rather than an exact AI model version.
- Extraction pipeline version
- v1.0.0
- Outcome methodology version
- 2026-10-06.5
- Outcome reason code
- awaiting_stated_deadline
Recent record changes 4 shown
Oct 6, 2026, 6:32 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.4
After2026-10-06.5
Oct 6, 2026, 5:14 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.2
After2026-10-06.4
Oct 6, 2026, 4:01 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:27 AM UTC
awaiting stated deadline
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Outcome explanation
BeforeNot recorded
AfterNo stated deadline is available. This call remains open without a scored outcome; its horizon label is not a deadline.
- Outcome reason
BeforeNot recorded
AfterAwaiting stated deadline
Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.
Why we interpreted the confidence this way
Specific model-derived target, softened by hedge phrasing ('I think', 'probably').