Invest with HenryANALYSTJul 22, 2026“Palantir is slightly bullish at $132 — rapid revenue growth and a durable ontology moat support upside to $150-$170 by 2027, though the 150 PE is not cheap.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Q1 revenue increased 85% year over year, which is a very very fast-growing business. And while US revenue grew 104%, that's also insane. Management raised full year 2026 revenue guidance to approximately $7.65 billion, representing roughly 71% growth.
their biggest moat is probably ontology. So, ontology maps every single employee, every machine, every supplier, database, workflow, and every security permission in one unified digital model.
Risk
the valuation is, you know, 150 PE. Again, I say that's not the most important part, but it's not cheap, but it's also not expensive.
The structured call
The receipt
Publish-day price $$124.57 · the claim is anchored to the moment it was said.