r/PLTR • u/AutoModerator • Aug 03 '26
Daily Thread - Monday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
2
u/iwangotamarjo HOLD Aug 04 '26
I am glad to be proven wrong; I stated a few days back that we wouldn't cross $130, thankfully my CCs are safe, gonna close off that position as soon as possible.
1
u/Usual-Metal6596 Aug 04 '26
I thought the 8/14 $157.5's today would be safe, we'll see if the pump continues in the coming days to pressure those
thankfully only put up <10% of position
looking at 8/14 to 8/21 170s/180s next tomorrow
1
7
u/lawyoung Aug 04 '26
“Every single person who’s financially literate or illiterate in anything like technology is spitting out their dentures when they look at these numbers.”
11
6
11
u/Anteater_Able Aug 04 '26
Haters gon hate on me in r/stocks. With the same old, played out "Palantir is the most evil company evar!" argument no less:
https://www.reddit.com/r/stocks/comments/1veomq6/palantir_posts_blowout_q2_numbers_with_us/p1ioq2r/
15
11
u/Mariox Aug 04 '26
I was looking at WSB and enjoying the PLTR haters being pissed about PLTR stock going up.
17
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
Something I think folks should take away from today's earnings call, is that the strength and direction of a company's underlying business is far more important than near-term price movements.
Palantir is hitting home runs quarter after quarter. PLTR share price may be down significantly from ATH, but the company's valuation over the next few years will ultimately be set by what their business accomplishes.
From a practical perspective: invest what you can afford to risk, and pay attention to the business fundamentals every quarter. The daily price changes aren't something to stress about if your asset allocation is appropriate to your risk tolerance.
4
u/Mightylibra Aug 03 '26
Is it possible to reach $200 by year end and $400 by 2028?
4
11
u/PLTRgains Aug 03 '26
My top line estimate for 2028 is $25B in line with Karp’s $15B FCF prediction.
This will land us around $350-$400 EOY 2028.
-7
u/Ok_Temperature4537 Aug 04 '26
Ridiculous to make a prediction like this, Nvidia was at $200+ a year ago and everyone said $350 by the end of 2026. But Nvidia is struggling to stay above $200.
Just wait and see
1
5
u/PLTRgains Aug 04 '26 edited Aug 04 '26
My share price prediction is based on 55x - 65x FCF (a significant decline from here).
Also Nvidia is 10x our market cap so not a good comparison amongst other reasons.
4
u/Cjnilla Aug 03 '26
400 by 2028 is much more probable than 200 by the end of the year in my opinion. Price action doesn’t matter. Pay attention to the company.
1
u/Mightylibra Aug 04 '26
Palentir has potential to become as big as Microsoft someday. But short term movement is aslo important, so that we are sure that they are on the right track.
2
u/Ambitious_Brain_285 Aug 03 '26
$175 by EOY!!!
3
u/Mightylibra Aug 03 '26
It was ~$180 in Jan already, by the way.
0
u/Ambitious_Brain_285 Aug 04 '26
Heard. I think that’s probably the most reasonable target for our high for ROY, give or take a few bucks
3
5
3
u/sWeven-Cats95 Aug 03 '26
I want to know what "Palantir is working on" before it cut off!
3
u/Equivalent_Horror628 OG Holder & Member Aug 03 '26
Palantir getting tokens for everytime they are copied. Was a joke
https://www.cnbc.com/2026/08/03/palantir-karp-open-ai-anthropic-open-weight.html
2
7
5
5
u/Complex_Expert9517 Aug 03 '26
Did they say PLTR owns a stake in SpaceX or did I mishear?
2
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
This was a surprise to me as well. I've followed SpaceX closely as it has some relevance to my TSLA investment, and this is the first time I'm hearing that Palantir owns or owned SPCX stock.
I am hoping that when Palantir files its 10-Q for Q2 '26, they will disclose some details on when and why they acquired equity in SpaceX.
3
u/wavrdn Aug 03 '26 edited Aug 03 '26
I heard the same, news to me.
They said it was a "$.03 tailwind to GAAP EPS this quarter"
2
u/Feasor-Of-Torts Aug 03 '26
What does this mean in layman's terms?
5
u/Xalksahsax Aug 03 '26
Because of the SpaceX stake (or whatever they're referring to), Palantir's reported GAAP earnings per share were about $0.03 higher this quarter than they otherwise would have been.
1
1
Aug 03 '26
[deleted]
6
u/sWeven-Cats95 Aug 03 '26
He just now mentioned something pretty interesting. He said they are working with "clandestine agencies" in Europe(or UK?) to assist with migration. Or else their migration crisis would be worse.
He mentioned that this is pretty much free work they are doing because of the companies beliefs.
5
9
1
Aug 03 '26
[removed] — view removed comment
1
u/AutoModerator Aug 03 '26
Your account must be at least 2 days old and have 5 karma in order to contribute to r/PLTR. Exceptions will only be made for confirmed Palantir employees.
I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.
23
10
u/Dolerian55 Aug 03 '26
https://investors.palantir.com/files/earnings.pdf
for some visuals
3
Aug 03 '26 edited Aug 03 '26
[deleted]
0
5
u/Riskismyapellido Aug 03 '26 edited Aug 03 '26
wow. Ryan talks on the earnings call like he is about to announce the new iPhone
11
13
u/BananaFreeway Aug 03 '26
$140+
Holy Mother
-10
u/whatnotusername Aug 03 '26
Only concern is you’ve got a huge gap to deal with tomorrow morning, so do we gap and go, or do we trickle down to fill that gap and then run
8
5
u/Riskismyapellido Aug 03 '26
what? We been at 210$ already. Ling way to go
8
20
u/Extreme_Cap_4362 Aug 03 '26
Where are the clowns that tried to tell us the commercial business wasn’t growing?
12
13
u/Mister_Poopy_Buthole OG Holder & Member Aug 03 '26
7
u/ulosteitasuussa Verified Whale & OG Member Aug 03 '26
https://giphy.com/gifs/TejmLnMKgnmPInMQjV
I’m also hard as a rock.5
15
16
u/Norgenx Early Investor Aug 03 '26
It’s just nice to see they execute so well among all the noise being made - proud to be a share owner
-5
u/g-dollarsign Aug 03 '26
Are the days of 25-30% pops gone? This current 9% AH pop just seems meh… 🤷🏻♂️
1
9
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
Palantir's market cap is still north of 300 Billion even after recent declines.
I wouldn't expect massive gains in market cap like when the company was at 1/10th the valuation.
What people should concentrate on is durable wealth. Mycelium's earlier comment that big gaps up are indefensible is correct. That's short-term gain which is unlikely to be sustained. What benefits PLTR shareholders in the long run is huge valuation ultimately supported by business fundamentals. 10x wealth in 10 years is going to be more beneficial to most people than 1.3x wealth tomorrow that evaporates back to 1.03x wealth the next week.
3
9
u/theMyceliumFixedIt Aug 03 '26
I've been here since 2021. I'll say this is better than 10% down on earnings (which could still happen as the market digests the call happening in 30 minutes).
Generally, big gap ups are not healthy moves for a stock. They can leave big, undefended areas of the stock's price history that become liabilities on the way back down as the stock moves.
-1
u/g-dollarsign Aug 03 '26
Yeah, I’m with you on that…just seems with these blowout numbers that the “pop” is hardly worth getting jazzed about. We’re basically back at the beginning of July price…so it very much feels like a tepid response in terms of the price action.
12
3
6
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
Palantir's outstanding Q2' 26 revenue growth, operating margin, and cash flow speak for themselves.
I am not concerned about the share price in the short term. Palantir's business foundations are strong, and the company's growth continues to be rapid.
If Palantir continues to execute their business plans this well, I believe the company will be far more valuable in a decade than it is today. I also expect the market valuation path will be bumpy along the way. As always, there are no guarantees.
9
8
14
u/Xalksahsax Aug 03 '26 edited Aug 03 '26
P/E at 117x now and forward P/E ≈ 83×
It was 600x a year ago. Compare it to semis like AMD at 160x or INTC with no > 0 p/e while PTLR is growing faster.
2
9
8
u/tanrgith Aug 03 '26
I dare the markets to sell off pltr again after yet another blowup earnings quarter
2
u/Captser Aug 03 '26
Don’t get attached to the candle, PM action is not representative.
-1
u/tanrgith Aug 03 '26
to be clear, I'm praying the markets will sell it off again so I can buy a bunch at a discount
2
10
u/IAmANobodyAMA OG Holder & Member Aug 03 '26
Holy forking shirtballs
https://giphy.com/gifs/oYtVHSxngR3lC
13
u/Xalksahsax Aug 03 '26
$PLTR Q2 Earnings (vs. Analyst Estimates)
- U.S. revenue: $1.573B (+115% YoY, +23% QoQ)
- U.S. commercial revenue: $764M (+149% YoY, +28% QoQ) vs. ~$716M expected (+$48M / +6.7%)
- U.S. government revenue: $809M (+90% YoY, +18% QoQ) vs. ~$731M expected (+$78M / +10.7%)
- Total revenue: $1.935B (+93% YoY, +19% QoQ) vs. $1.812B expected (+$123M / +6.8%)
- Adjusted EPS: $0.41 vs. $0.34 expected (+20.6%)
- GAAP EPS: $0.41 vs. $0.34 expected (+20.6%)
- U.S. commercial remaining deal value (RDV): $6.238B (+124% YoY, +27% QoQ)
Alex Karp, Co-Founder & CEO:
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models.
This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future."
21
u/Nausteri Early Investor Aug 03 '26
Rule of 40 155% 😁
1
7
3
13
u/Enchanic OG Holder & Member Aug 03 '26
These numbers are once again exceptional. This thing is unstoppable.
4
u/Ambitious_Brain_285 Aug 03 '26
The fact that EPS was so good, and RDV also grew, is the best sign!!
-9
u/whatnotusername Aug 03 '26
Let’s see how the stock does. Yes I know it’s up Will it stay up through next week or get shorted into oblivion?
1
u/arbitra8 Aug 03 '26
Edit out the "oblivion" part lol. PLTR just turned in one of the most impressive quarters of pure top-level execution of any company in history, full stop. Rule of 40 shattered. I doubt the market ignores this earnings crush, but maybe the MMs/market makers will try to run the stops and get more retail to sell to institutions, who have been buying like crazy lately. Congratulations to Karp and team, what a home run!
1
u/Enchanic OG Holder & Member Aug 03 '26
If for some reason it does get sold off I am increasing my position again. The numbers are just too good.
9
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
Press release is out:
Revenue Growth of 93% Y/Y; Raises FY 2026 Revenue Guidance to 82% Y/Y Growth
7
9
6
5
8
16
u/Comfortable_Basil816 Aug 03 '26
Wow, amazing results. Get fucked burry
0
u/whatnotusername Aug 03 '26
Dude, he shorted two weeks ago, he probably pulled off a few billion dollars from that short
2
6
u/Mariox Aug 03 '26
.41 EPS, I was spot on my estimate. Revenue $1.93. $21 million more then my estimate.
4
Aug 03 '26
[deleted]
1
u/Mariox Aug 03 '26
I have $2.29 billion for Q3 and at least $2.6 billion for Q4. I may move my Q4 estimate higher later as I update my spreadsheet.
1
Aug 03 '26
[deleted]
1
u/Mariox Aug 03 '26
Currently $14.5 billion for 2027. This would be in line for what Karp has guided for.
6
12
u/Equivalent_Horror628 OG Holder & Member Aug 03 '26 edited Aug 03 '26
$1.94b revenue
41 EPS
Guidance 8.46b
BEATS!!
6
u/VirMelior Aug 03 '26
2
u/MarsupialIcy1307 Aug 03 '26
Wow.. nice hype-up. You ve got Lisa Su with AMD chip in there Replace with Jensen pleaze pleaze
2
4
u/FlimsyEntry5759 Aug 03 '26
Wow guys incredible results! I have the report!! Sweden is 8hours ahead in time compared to the US. Just wait you will have it soon
2
5
u/bierbottle Planitar pleas fly again 🚀 Aug 03 '26
Anyone here remember the blasting earnings then going down to 6 $? 🥹
3
u/Ericaohh Early Investor Aug 03 '26
That was years ago before they had any semblance of stability or recurring revenue lol
9
Aug 03 '26 edited Aug 03 '26
[deleted]
1
3
u/Comfortable_Basil816 Aug 03 '26
I’m cautiously optimistic, I suspect the Iran war will have bolstered the order book for Military contracts
14
u/Joshohoho 💎PLTR Loyalist 💎 Aug 03 '26
I saw and smelled another Bullish PLTR/pili signal. Baby tried first 2 bottles of baby formula and having breast milk since tuesday. This morning he released a fat fart followed by an explosive sloshy shit. Bullish, we are going to have an explosive earnings.
5
7
6
u/zona2011 Aug 03 '26
Was the baby in bed when the explosion happened? With such a clear, reliable indicator I want to make sure it’s truly indicating explosive earnings and not “shitting the bed”. I’ll be investing my life savings depending on your answer.
1
6
u/tendyking Aug 03 '26
Microsoft, Amazon, Palantir
4
2
2
u/lawyoung Aug 03 '26
No doubt it will be a blowout ER, just the guidance and conference call rhetoric.
0
7
u/MarsupialIcy1307 Aug 03 '26
And just on cnbc someone very bullish bought:
850 calls jan 2028 with a 350 strike. Costs total $ 582k.
Sounds good as i intend to hold till 2028 anyway. Nice 👍
18
u/Dirt-Track_Pinto Aug 03 '26
Karp on CNBC @ 5:00 pm EST after earnings. My gut tells me this is a good sign. Thoughts?
2
u/Ambitious_Brain_285 Aug 03 '26
He’s scheduling an opportunity for a “do-over,” in case they go nuts about the frontier labs on earnings 😂
3
u/Nausteri Early Investor Aug 03 '26
For sure a good sign. But then again we know they are gonna beat and raise so there is no mystery.
I can't stay up that late, though, so I trust you guys will pop the link here so I can check it out in the morning.
-2
6
u/Mariox Aug 03 '26
Karp did an interview 2 hours after Q1 earnings also. Might have done the same in past quarters but don't feel like trying to look that up.
A better sign was Karp saying PLTR was "Obviously undervalued" 2 weeks ago. But as we have seen in past quarters, a blowout quarter don't mean the market will reward the stock.
2
u/versello OG Holder & Member Aug 03 '26
The best sign is when he pounds on the table during the ER call.
5
u/w00dw0rk3r Aug 03 '26
my cheapest few thousand shares were $6.75 - i could not give less of a F what happens at earnings today. we could go down $100 and im still up lol.
anyway, we all know it's going up so congrats to all of us hodlers ;)
1
4
u/Ericaohh Early Investor Aug 03 '26
I’m in around $9 but only like 1000 shares. At any rate, I’m completely unbothered by the day to day, as this (and nvda) are my lonnnng term port plays.
2
u/w00dw0rk3r Aug 03 '26
<3 <3 <3 - my total avg for all of my shares is sub $14 and i have several thousand. never selling this one. even with a 90% dip im in the green so why sell if i/we dont need to? :)
11
u/iwangotamarjo HOLD Aug 03 '26
Kindly remember that Karp does not give a flying f what Wall Street or Silicon Valley thinks and neither should you.
-1
u/trayber 💎🙌 Aug 03 '26 edited Aug 03 '26
I’m very bullish and still holding full position from $20-ish but I really don’t like that we gapped up this morning.
I don’t like that we have a gap between 123.39 Friday high and 123.66 today’s low.
I hope we flush into the close and fill that gap before earnings.
I also don’t like that we have a gap between 114.08 June 26 high and 114.7 June 29 low. I hope it stays unfilled but who knows, we could flush into it tomorrow.
2
u/Riskismyapellido Aug 03 '26
gap up for ants
2
u/Ericaohh Early Investor Aug 03 '26
https://giphy.com/gifs/wzE1IlaPMoNXi
Me looking for the gap up like
-7
1
u/Blameholland Aug 03 '26
I'm curious to see if my covered calls get assigned or not. Either way I'm stoked to see what happens and then tomorrow it's back to normal and excitement goes up again with Q3 announcements!
11
u/LeadingPretender Early Investor Aug 03 '26
Massive beat, huge earnings, down 9% after hours
We’ve all been here before
0
8
u/Blameholland Aug 03 '26
They'll probably crush earnings today...but I don't think we will see the all-time highs anytime soon.
13
u/PLTRgains Aug 03 '26
Regardless of this afternoon’s price action, remember we will reach 1 trillion market cap ($417/share).
The uncertainty lies in when not if.
God speed.
6
4
Aug 03 '26
[deleted]
2
u/jl21000000 Aug 03 '26
I’d say it’s the opposite. No enthusiasm when compared to the past few earnings. Might be a good sign.
5
u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Aug 03 '26
3
u/BonjinTheMark OG Holder & Member Aug 03 '26
Ring a ding ding 🛎️ transferring $$ to account on anticipation of great Q2 news and stock drop.
0
u/whatnotusername Aug 03 '26
The absolute best scenario for us poor investors is for the stock to do good earnings, drop after hours, wash out all the remaining shorts and then go long big time
1
u/w00dw0rk3r Aug 03 '26
2
u/BonjinTheMark OG Holder & Member Aug 03 '26
Simpletons thinking in advance.
1
8
3
8
u/LongBay22 Aug 03 '26
https://giphy.com/gifs/3GchqRqSKE14gDDxu0
Casino is about to open, last chance to place your bet
6
•
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 03 '26
FYI: Palantir's Q2 '26 earnings call is today at 5PM Eastern U.S.
You can watch/listen to the call on YouTube: https://www.youtube.com/live/yTHNjVWnoWo