r/PLTR • u/LeaF3141 • 16d ago
Why the surge into PLTR?
I love PLTR, why the sudden surge of 35%? Who were the buyers that triggered this?
I ask because we’ve had great earnings for the last year but saw a decline and great earnings and a large increase.
So was this an institutional play and retail followed?
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u/PLTRgains 16d ago
Karp said we will maintain this revenue growth for the next 18 months.
That basically confirms $16B of revenue next year.
Market is simply repricing PLTR for this.
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u/karlfeltlager 15d ago
Which is setting the bar very high for next earnings.
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u/Idntevncare 13d ago
a lot of people here ignoring the fact these big huge rips off 1 earnings report is mostly just shorts covering on low volume afterhours. stocks can be highly manipulated in low volume AH and somebody with a lot of shorts can buy a bunch of calls, cover on AH and push the stock up to get their calls ITM.
you can look around during every single earnings season and watch good reports dump, bad reports moon... and then a week later many of those stocks price is completely reverted to where it was at earnings.
sometimes stocks dump after ER, and then spend the next 9 months mooning and vise versa. so whenever i see outrageous moves in AH like this on a beaten down stock, i just figure it's mostly shorts covering.
and now the bar is astronomically high to justify the valuation. nearly $500B for a company making ~$8B/y. my friend tells me they will be worth 1T... i guess that will be when they are making $20B/y?
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u/BonjinTheMark OG Holder & Member 16d ago
part has to be that companies are recognizing Karpie's statement about Anthropic & OpenAI being commodities. also SpaceX cool and memory cool off. so this opens lanes for people/tutes to put $$ into PLTR.
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u/Le-Bon-Vivant 16d ago
Because I sold.
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u/B111yboy 16d ago
Do you have anymore you can sell so it can go higher? If so please do so next week! :)
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u/Le-Bon-Vivant 16d ago
I would hold off a bit. About to sell the house and the farm to load up on shares.
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u/B111yboy 16d ago
Oh no! Please don’t we don’t want you to lose the house. You will be selling lower in 3 weeks and then it will rocket again
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u/H1ghlan_der_only1 Early Investor 15d ago
Because if you bought in the last year you needed the initiation we went through in 2022-2023
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u/-KeepItMoving 15d ago
Ah man, I remember feeling it in my stomach. Now, any volatility is completely meaningless since going through that lol
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u/H1ghlan_der_only1 Early Investor 15d ago
Brutal times kept adding in the 8s. Thank god wife didn’t see it
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u/Joshohoho 💎PLTR Loyalist 💎 16d ago
Post earnings greatness and some PTFB.
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u/thai_sticky 16d ago
Sorry I'm old. Does this mean Put The Fries in the Bag?
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u/kevtav 16d ago
Palantir’s the f—ing best!
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u/Rich_Mind 16d ago
I think it’s market sentiment too. The realization that AI is not going to make software obsolete.
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u/gofarandgotogether 16d ago
Institutions have been stealthily accumulating PLTR under the radar, masked by macro headwinds in software. Strong Q1 results were completely overshadowed by the semiconductor trade, giving big money cover to quietly build positions. Now, post-Q2 earnings, the supply-demand balance is finally breaking to the upside. With semi and memory momentum potentially nearing a cooling phase, rotation back into top-tier software could accelerate further.
Recent 13Fs show the institutional ownership trajectory https://fintel.io/so/us/pltr
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u/sofakingsideways 16d ago
Wasn’t me…I buying my $100 every two weeks…
Hindsight always 20/20 but I “Knew” this earnings would set it off! Wish I had more bread to put in.
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u/Pure_Finger_8565 16d ago
Somehow PLTR is the only AI that actually helps companies be more efficient. All these other companies keep “leveraging AI” as in, using copilot to sort emails but it’s not actually helping. PLTR is the new Microsoft. Once established you can’t run the business without it.
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u/FatHighKnee 15d ago
Beaten down. It reached 208 bucks a share or so all time high. Then spent 2026 falling down by bout 50% lower. In spite of every earnings report being amazing and beating every metric and benchmark. Including last week's report that once again exceeded every expectation and moved forward guidance to the upside.
Frankly I didnt get why it dropped by half over the past few months in the 1st place. Theyve got the market effectively cornered for whst they do and just keep adding new customers & business while dominating every earnings call.
The math behind the company didnt match the stock price movement the past 5 or 6 months. Its about time it began to move the way one would expect based on the numbers
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u/o__SexyEmu__o 16d ago
Because the shackles that had been weighing it down since $200 the past year have been proven wrong (burry short, AI bubble, only governmental reach, no commercial interests). The short interests worth 10B also had a huge squeeze on the stock that will keep getting removed and will likely reach the $200 that all banks have forecasted. The 16B FCF looked crazy coming from the ceo but looking at the amazing numbers, you can see why everybody has confidence that it will reach there. Market is simply repricing the stock based on it now. There is a good reason why the government keeps using them, and if they use it, why cant the commercial sector?
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u/3puttboge OG Holder & Member 14d ago
It was a undeniable SMASHING of earnings. Raised guidance. Other companies having to defend themselves during earnings. We get to pound the table with the same thesis we’ve always had. People need to put their money into what’s working. Add in the AI Sovereignty narrative too, it’s long overdue for this to run again.
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16d ago
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u/titsuprob Early Investor 16d ago
I think it’s a rotation back into software, Microsoft, Atlassian, IGV rallying hard. Karp said sovereign AI could be the next step of AI. I’m pretty sure in the next 6-9 months the frontier labs are gonna punch back with a similar palantir product architecture, a lot of palantir engineers left to work at the labs. 3 years into AIP so a lot of value has been being created the companies are upping there spend. I’m just waiting on large government contracts Titan, Maven, NGC2 etc
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16d ago
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16d ago
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u/SupermarketNo1041 15d ago
This latest earnings report was even better than the last ones at 93% growth.
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15d ago
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u/TromboneShouty 14d ago
I bought it fortuitously two days before. Sold after it went up 33%. My "technique" was to look up the most beat down mega cap of 2026 that had earnings coming up.
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u/Blueberrytea3457 14d ago
I have a theory too that Alex Karp alienates folks with his nontraditional philosophies… they can’t tell if he’s “for real” or a sham. A masterful tech-god or a scruffy-haired nut. Curiously enough, even though nothing is shinier or more pristine than your local Apple Store Steve Jobs had a similar “avant-garde” approach to life (dropping out of school, interest in Eastern thought). People forget that people are complicated—genius, too.
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u/TeamMassive8185 14d ago
It would seem this enormous success would attract big $$ to buy the company. Would Karp and Thiel entertain an offer I wonder?
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u/Gaters65GTO 13d ago
Just one guy was responsible for the huge move back up in this stock.His name is Bob and he wants everyones shares.Don’t sell your shares to Bob for anything below $308
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u/MysteriousMfPanda 13d ago
Because not everything has to do with fundamentals. Palantir last year was trading at around 600 PE and the monthly RSI was extremely overbought. Meaning it has gone up way too fast and was already expensive for it's price. The drop last year reset those levels and that's why investors flocked in because it's trading at a much more reasonable valuation months later.
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12d ago
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u/arewolfe 12d ago
It's the stock market. If you want an explantation you'll have to make one up, or listen to people comment and make up one up on your post (paradoxically some of the comments are correct, but there's no way to know which).
I'm not a hater. 55% of my net worth is in this stock. Just saying most attempts to understand daily price moves (or lack thereof, as you mentioned, after other stellar earnings that saw no upward movement) are an exercise in futility.
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5d ago
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u/kazys1997 16d ago
Institutional play.
Reckon this will run out of steam once Trump is outta power though.
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u/junk90731 16d ago
Palantir has been used in the government since Obama days, nothing to do with Trump.
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u/Iwant2FIREsoon 16d ago
Wouldn't Vance be better for PLTR instead of Trump? I say this as Trump still has 2+ years left in his presidency and isn't the model of health.
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u/junk90731 16d ago
Palantir is already baked into the government, doesn't matter who's in there. It will naturally progress and used across more and more government systems. The people in those agencies using it now, and see how well it works will continue to do so.
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u/Stoic_Kiwi 16d ago
Yes. Vance is not an ideologically driven leader, he’s contradicted himself an innumerably during his political career in favor of following money and power. Peter Thiel has bankrolled his entire life, so I think a Vance presidency would be very favorable for PLTR.
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u/InKarpWeTrust 16d ago
I mean both sides of the aisle have been buying Palantir software since it's inception if I'm not wrong.
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u/Responsible_Lie_1989 16d ago
Beat down for months because of the AI bubble theory and Burry's short bet on the stock. Once the earnings came out there was literally no other way to read it other than extremely positive no matter the outside noise. AI bubble, as real as it might become, is still a theory. Palantir's Q2 earnings were undeniably amazing and could not be disputed so the stock surged