How Parkev Tatevosian, CFA’s view on $PLTR changed

2026-09-15Bullish
“Better Buy: Palantir Stock vs. Microsoft Stock | PLTR Stock vs. MSFT Stock”
PLTR is the preferred choice over MSFT for adding to positions due to superior revenue growth (3x MSFT) and better profit margins.

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

2026-09-09Bullish
“Is Palantir Stock an Undervalued AI Stock to Buy? | PLTR Stock Analysis”
PLTR is a buying opportunity; stock is slightly undervalued with ~20% expected return over 12-18 months due to strong fundamentals.

Palantir raised its full-year 2026 revenue forecast to more than $8.1 billion on average, representing an 82% year-over-year increase. Given that this company is highly profitable in terms of operating profit margin and cash flow from sales, these revenue growth rates are likely to lead to booming profits and cash flows for investors.