PLTRBullpending
Meet KevinTarget Price
$250
“At 100 or a buck 62, I personally think they could justify closer to a three peg. It's probably a $250 stock.”
Thesis at the time
BullishKevin 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.
Key arguments
- Palantir has ~$9.4 billion of free cash flow after paying bills of about $500 million
- Revenue is up ~92% while costs are up only 53%, showing strong pricing power
- Growth rate is stable around 47%, giving a PEG ratio of about 23 at current PE of 109
- A more reasonable 3 PEG ratio would justify a stock price closer to $250
- Karp's nationalization/liability fear-mongering is seen as a marketing tactic to sell Palantir's 'sovereign AI' platform
Counter-arguments acknowledged
- The stock is not fully priced just based on PE ratio alone
- Some of Karp's argument about liability risk to AI companies may be legitimate marketing but also partly true
- Kevin admits it's a bit of a marketing play by Karp
Hedges and caveats (from the video)
- Host characterizes Karp's statements as 'unhinged'
- Discussion centers on speculative liability scenarios rather than current financial performance
- No specific price targets or directional calls on PLTR stock provided
- Analysis is interpretive commentary on CEO statements rather than fundamental analysis
The call
- Date said
- Sep 17, 2026
- Price at prediction
- $174.34
- Current price (live)
- $184.99$65.01 below target
- Confidence
- low
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Hedge words like 'could' and 'probably' reduce certainty despite a specific price target being given.
Source
Palantir CEO Leaves CNBC SPEECHLES | UNHINGED INTERVIEW
Said on Sep 17, 2026Open on YouTube ↗