palantir

Palantir PLTR: Stuck at the $200 mark, with its November 2 earnings report as its most important test of the year.

First, a look at where it stands: At the close of U.S. trading on October 26, PLTR was at $198.84, up $2.09 (+1.06%) for the day. It was still hovering around $199 intraday on October 27. Its 52-week range is $106.37 to $212.94, putting the current price about 7% below its high, with a market cap of roughly $460 billion. The real hurdle is overhead: $199.42 to $200.83 is a clear resistance zone. A breakout could put about $213 in sight; failure to hold above it could send the stock back toward the $184 area.

Why does this earnings report carry so much weight? The company will report third-quarter results after the U.S. market closes on November 2 (early morning on November 3 Beijing time). It has guided for revenue of $2.160 billion to $2.164 billion and adjusted operating income of $1.29 billion to $1.30 billion. The market expects earnings of about $0.41 per share and revenue of roughly $2.18 billion—nearly double the $0.21 per share and $1.18 billion in revenue from the same period last year. Those expectations are pressure in themselves: In the second quarter, revenue was $1.94 billion, up 93% year over year; U.S. commercial revenue grew 149% to $764 million, and government revenue rose 90% to $809 million. The company also beat expectations with earnings of $0.41 per share. The market has already priced in a repeat performance in the third quarter.

Wall Street’s stance is “bullish, but hesitant to chase the stock at these levels”: On October 22, Citi maintained its Buy rating and raised its price target from $245 to $250; Piper Sandler maintained its Overweight rating the following day and raised its target to $231. But the consensus price target is only about $203 to $206, essentially around the current price. Valuation is at the heart of the disagreement: The stock trades at about 170 times earnings and roughly 95 times forward earnings, far above the benchmarks of about 22 times for Salesforce and 96 times for ServiceNow. Growth is undeniably fast, but the price already reflects several years of future growth. That’s why some analysts have said plainly that even strong third-quarter results may not be enough to drive a major rally—and if growth slows, there is plenty of room for a pullback. The stock fell about 34% in the first half of this year; high volatility is the norm for it.

My view: PLTR is not an “AI concept stock,” but a test of whether AI can translate into customer orders and profits. Watch three things on November 2: whether U.S. commercial revenue growth can stay in triple digits, whether government orders show further growth, and whether the full-year 2026 revenue guidance ($8.15 billion to $8.16 billion) is raised again. If all three come through, a move above $200 could prove durable. If even one falls short, the high valuation will make the market react first.

Risks: Earnings miss, fluctuations in government budgets, slowing commercial growth, a broader pullback in AI stocks, and multiple contraction due to high valuation.

$PLTR #Palantir #AI软件 #美股财报 #DataAnalysis
Personal research; not investment advice.

⚡ $PLTR UNLOCKS THE ULTIMATE DEFENSE MOAT THROUGH MASSIVE KNOX SYSTEMS PARTNERSHIP! 🏦

Palantir is quietly building an impenetrable tollbooth for federal software adoption. By joining forces with Knox Systems, $PLTR effectively slashes FedRAMP clearance timelines down to 90 days, locking commercial vendors directly into Palantir's accredited infrastructure. 💡

This is institutional positioning at its finest—turning bureaucratic friction into an exclusive distribution rail with compounding revenue potential. 📊 Smart capital seeks out monopoly-like operational moats, and this alignment firmly cements their enterprise dominance. 💬 Will this federal expansion trigger a fresh wave of institutional accumulation, or is the market underpricing the narrative? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #PLTR #Palantir #TechMomentum #EnterpriseSoftware

🎯 🦈

#Palantir fell about 7% on Friday to close near $186 as part of a broader technology selloff.

The decline reflected fading risk appetite across high-valuation AI names rather than a company-specific earnings miss. While the business continues to show strong growth, investors are applying tighter valuation disciplines amid higher borrowing costs and questions around AI return on investment.


Attention now turns to the next quarterly results, where revenue growth, margins, and measurable AI contract wins will be key to supporting the premium multiple.

#PLTR #AI #Stocks #CoinVahini

13:01｜Historical price action｜AI U.S. stocks｜PLTR: The rebound was rejected at 201.00; short again. If it holds above that level, the bearish setup is invalidated. Watch support at 199.60. $PLTR #Palantir

09:12｜Historical market data｜AI US stocks｜PLTR, the rebound was rejected at 201.10—short again; if it holds above that level, the bearish thesis is invalidated. Watch support at 196.78. $PLTR #Palantir

🤖 AI Is More Than Chatbots! $PLTR
Palantir helps organizations analyze data and support operational decisions through its software platforms. As businesses explore AI, the real question is which companies can turn excitement into recurring revenue and sustainable profits.
⚠️ Remember: even a promising business can be an expensive stock at the wrong valuation.
💬 Question: Is enterprise AI the next major investment opportunity?
#Palantir #PLTR #artificialintelligence #stockmarket #Investing

$PLTRB
$PLTR
‼️PALANTIR executives are selling…

Zero purchases in 2026…

What they did:
February 20: Alex Karp sold $65.9 million
March 2: Peter Thiel sold about $290 million
August 20: Alex Karp sold another $86 million
Total for 6 executives in August: about $95 million
#PALANTIR

12:16｜Historical market data｜AI U.S. stocks｜PLTR: Short again if the rebound is rejected at 209.31; if it holds above that level, the bearish setup is invalidated. Watch support at 207.08. $PLTR #Palantir

08:34｜AI US stocks｜PLTR current price 198.52, resistance at 199.54; if it can’t break through, we’ll look for downside again. If it holds above, then the short signal is invalid; first watch 196.96. $PLTR #Palantir

$PLTRB On Binance bStocks, it rose 2.63%, while the Nasdaq was also falling and software stocks barely moved—what drove it was a pivot from Goldman 🧐

According to Investing.com, Goldman upgraded Palantir’s rating from Neutral to Buy, with a target price of $230, offering roughly 18% upside compared with Wednesday’s U.S. stock close of $194.12.

Binance bStocks price (Beijing time 10-09 00:34): PLTRB 198.27 USDT, 24h high/low 204.33 / 192.62.

Goldman’s rationale: Sovereign AI and industry-specific tailored applications are expanding Palantir’s addressable market. The company’s annualized revenue is about $8.0 billion, with a year-over-year growth rate of around 100%.

The macro backdrop isn’t friendly: Oil prices jumped due to the situation in Iran, and the yield on the 10-year U.S. Treasury is above 5.2%.

If PLTRB holds above 192.6 and breaks above 204.3, there’s room for the positive outlook to continue. If it falls back below 194, it would suggest the broader market absorbed the good news—meaning this view would no longer hold.

Note: bStocks are price-anchored tokens and do not represent shareholder rights. Valuation being on the high side is still an old controversy—can it withstand a U.S. Treasury yield of 5%+ after all, with just a single upgrade?

Source: Investing.com, 24/7 Wall St.
$PLTRB #Palantir #US Stocks
#BinanceSquare

⚠️ The above is information compiled with personal views and does not constitute investment advice. DYOR.

06:03｜AI U.S. stocks｜PLTR is currently at 193.95. If it meets resistance at 194.19, look to short again; if it holds above that level, the bearish outlook is invalidated. First target: 192.56. $PLTR #Palantir

03:26｜AI US Stocks｜PLTR current price 192.70; if rejected at 193.24, look to short again. A sustained move above invalidates the bearish setup; first target: 191.46. $PLTR #Palantir

23:43｜AI US Stocks｜PLTR is currently at 188.35. If it meets resistance at 192.69, look for another move lower; holding above that level invalidates the bearish outlook. First, watch 187.95. $PLTR #Palantir

02:47｜AI US stocks｜PLTR current price 189.56, 194.15 meets resistance and then looks short; if it holds above, the shorts fail; first watch 188.76. $PLTR #Palantir

07:51｜AI US Stocks｜PLTR current price 186.95. 223.59 meets resistance; look for further downside. If it holds above, the short thesis fails; first look at 185.80. $PLTR #Palantir

13:10｜Historical Quote｜AI US Stocks｜PLTR: The rebound at 188.28 met resistance; short again. If it holds above, then the short thesis fails. Watch support at 187.11. $PLTR #Palantir

13:12｜Historical Quotes｜AI US Stocks｜PLTR, rebound at 192.96 faces resistance; short again—if it holds above, the shorts fail. Watch 191.35 support. $PLTR #Palantir

Palantir surged 5.7% in a single day, with funds clearly rotating within the software infrastructure sector.

This isn’t a one-off move; it’s a signal of a style rotation. The market is reallocating the valuation premium from the “pure AI hardware” narrative back to the “deployed scenarios + data middleware” layer. As a representative of government-and-enterprise AI contracts, PLTR is the first to capture this switching capital.

A few points to watch:
1) Software infrastructure is being repriced again, suggesting the market is starting to pay for “AI monetization capability,” not just “AI concepts.”
2) Rotation within a sector often precedes index-level行情 and is often an early signal of a mid-term style shift.
3) Mapping to the crypto market: if AI + data narratives strengthen in U.S. equities, on-chain AI and DePIN data-layer projects are likely to follow the sentiment overflow.

Don’t chase after in the short term. Focus on whether pullbacks are supported by volume. In the mid term, track government orders and the growth rate of ARR from commercial customers—these are the real anchors for PLTR’s valuation.

#Palantir #AI基建 #板块轮动

💥LONG $PLTR — Trump revealed he bought the stock, market barely reacting💥

It was revealed that Trump bought shares of Palantir, SpaceX, and others—according to records of his latest trades. $PLTR only rose +0.63% today to $180.92; the market still hasn’t given real weight to the news.

The trade: limit order at $180.29–180.30 (VWAP/SMA20, the closest level)—almost right at the current price, easy to fill if there’s any small momentum.

Stop loss: below $179.39 (EMA50).

Take profit: $182–183 if the market starts reacting more to the news in the next few days.

🔺 If the news gains traction (more media pick it up) → it can accelerate as more people buy because of the name of who bought it

🔻 If it stays flat → the market already priced it in; better to look for another opportunity

This one hasn’t moved strongly yet—the best time to enter is before it reacts, not after.

Do you already have it on your radar? 👇

#PLTR #Palantir #Acciones #Trading

Palantir Turns in an “Otherworldly” Earnings Report! Revenue Soars, Stock Price Explodes Within a Single Week to Shock Wall Street

The dark horse in the artificial intelligence arena is taking over the market across the board! Data analytics powerhouse #Palantir released a jaw-dropping Q2 earnings report that not only surged 93% year over year in revenue, but also saw U.S. commercial revenue skyrocket by 149%.

CEO Alex Karp was candid, describing this quarter as “Otherworldly.” Spurred by the momentum, Palantir’s stock price surged dramatically, delivering what’s been described as its most perfect single-week performance in recent years—completely crushing lingering concerns that the market may have been overvaluing the company.

The key to this standout performance is Palantir’s success in turning AI technology into tangible, enterprise-level economic value. Its “Rule of 40” score even climbed to an astonishing 155%, and free cash flow surpassed $1.2 billion. As total enterprise contract value and the number of customers continued to post strong gains, Palantir also significantly raised its full-year revenue guidance.

This doesn’t just cement its dominance as the top player in enterprise AI operating systems—it also sends a global message: the AI gold rush is entering a profitable harvest phase, and the true king that can make money has already arrived!