Palantir: Yes, This AI Play Is Still Undervalued
Summarize this article with:
Silicone Scrooge Insights413 FollowersFollow5ShareSavePlay(11min)Comment(1)SummaryPalantir Technologies is experiencing explosive revenue and earnings growth, driven by surging demand for its AIP platform in both government and commercial markets.PLTR's commercial segment outpaced government growth, with Q3 commercial revenue up 73% year-over-year and US commercial revenue growing 121%, signaling a major revenue mix shift by 2026.Despite a lofty 2026 P/E of 189.4, PLTR's 231% earnings growth and expanding business intelligence market exposure may justify its premium valuation for bullish investors.I rate PLTR a Buy, citing its strong competitive position, accelerating deal momentum, and potential for further upside as commercial AI adoption accelerates. cherdchai chawienghong/iStock via Getty Images Intricately linked to the generative AI boom is Palantir Technologies (PLTR), a major government contractor and enterprise player in the analytics market. Palantir has multiple platform offers for government and commercial clients and isThis article was written bySilicone Scrooge Insights413 FollowersFollowI’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment frontiers. My portfolio is primarily centered around leading AI-related companies such as NVIDIA and others at the forefront of this technological revolution. I believe we’re only in the early stages of AI’s impact, and the coming decade will present remarkable opportunities for both retail and institutional investors. My goal is to continue learning, sharing insights, and building long-term wealth by investing in the technologies shaping our future.Analyst’s Disclosure:I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.