J Studios
Without a doubt, Palantir Technologies Inc. (NASDAQ:PLTR) is one of the most popular and closely followed stock.
Surprise? Hardly. In a matter of three years, the stock went from $10 to over $134.
Palantir is the most expensive stock in
Palantir: Time To Drop The Sell Rating (Rating Upgrade)
Summary
- Palantir's growth and execution are impressive, with strong momentum in both government and commercial segments, and AI adoption fueling customer and revenue expansion.
- Despite stellar fundamentals, Palantir's valuation is extremely high, trading at a significant premium to peers, leaving no margin of safety for new investors.
- I revise my rating from 'Sell' to 'Hold'—not due to valuation, but because of powerful AI tailwinds, high retention, and new growth opportunities like NATO and Golden Dome.
- I am not a buyer at $135, but would consider adding below $100; current holders with large gains should stay put, despite potential volatility.
I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly worth holding for the long haul. Investing, for me, is about more than just returns—it’s a way to challenge my thinking, stay curious, and move steadily toward financial independence.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
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