Tom Nash on PLTR

“I plan to make at least 49% per year for the next four years off of this stock.”

“This is my new price target for 2030 $978.”

“When that happens, it's an obvious buy for me. When I see a company that's selling off when it's not company related and the result is also getting better, that's a buy.”

“Number two, I want you to stay the course, whatever DCA, double down, continue to DCA as normal.”

“What I want you to do when we start looking at these earnings today, what I want you to do, number one, don't buy or sell the stock into earnings. Do not do it. Never, never, never. Leave it alone.”

“My new bullcase assumes the same revenue growth pattern with 46% net margin 55 PE in 2030. That's going to give us $978. So basically my new price target for Palunteer is $1,000 and $431% upside from this point, which I think we're going to be a lot closer to after these earnings.”

“At 45P PE, this is a $717 stock and upside of 290%. 219% in just a few years on the company that's already by a lot of experts are overbought. I see this as a huge upside.”

“I assumed 38% net margin, 35 PE, 35 PE, and that gives me a price per share of $495, which is an upside of 170% from this point. 170% on Palunteer over the next few years is my bare case, the absolute minimum.”

“Let this be my only issues with Palunteer forever. I'm buying it right now.”

“If they improve and they continue to improve over the long haul, it's a weighing machine. The stock market is going to price them accordingly. So have no worry about it. Relax. Everything will be okay.”

“If you don't deliver on one, two, and three, the stock price in the short term is going to take a hit.”

“Triple beat in my lexicon basically means guidance, consensus, acceleration. If you beat those three, the stock price is going to go up.”

“In fact, there's a real good chance more likely than not that Palanteer beats and still we actually see -5 - 10 - 15%.”

“This is another wonderful setup.”

“All you have to do is account for the growth when you look at PE and Palantir becomes my top pick.”

“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.”

“It's my top conviction, obviously.”

“It's not going anywhere. It has no competition and it's absolutely insanely undervalued at 130. Remember when I said this?”

“We have 2026 guidance into the stratosphere talking about potentially 100% revenue growth in 2027.”

“If the fundamentals of the company are good enough, eventually they will pull up the price.”

“I'm going to be doubling down for as long as the stock remains below 165.”

“I'm going to be buying quite heavily because I understand this is a massive bargain.”

“wonderful elite operators that are going to do exceptionally well in AI”

“Revenue growth is 70% expected to grow 100% next year.”

“This is a $500 stock trading at 130, which means you have a 4x potential here.”

“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.”

“I'm going to use this dip and whatever it gives me to buy quality stocks. And when I say quality stocks, I'm going to talk about stocks like Palantir, for example.”

“Palantir is going to go to a trillion dollars at minimum.”

“Palantir is going to spike, and it's going to stay elevated, and it's going to keep spiking throughout the war, and it's going to continue spiking at a faster pace after the war ends for the next 12 months as well because of its government contracts and its exposure to tech and commercial technology.”

“If the stock is still good and the price is cheaper, you definitely want more of it.”

“if certain stocks that I invest in drop below a certain threshold, I'm going to double down the pace of my DCA.”

“My top three holdings have and will be Palanteer, Tesla, and the S&P 500. I'm going to ride and die with these stocks.”

“Number one for me is Palunteer.”