$PLTRBear claim
Jul 13, 2026
The claim
“Palantir (PLTR) is overvalued at 128x cash flow and 150x PE, with even the most aggressive assumptions yielding only 13.5% return — a sell.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTOn record
For me, I don't agree with Morning Star here that it's a buy.
Why
Price to free cash flow is 128. PE is 150.
I have a low price of 26, high price of 196, middle price of 59. So even on my highest of high assumptions, I have a 13 and a half% return.
Risk
shares outstanding are up 26%
The structured call
Direction
Bearish
Catalyst
—
Target
—
The receipt
Publish-day price $$130.04 · the claim is anchored to the moment it was said.