- Entry
- $166.00
- Now
- $198.78 +19.7%
- Target
- —
- Score
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Palantir's at roughly $430bn, about 75x trailing sales, \~53x on 2026 guidance of $8.15bn. FY25 revenue was $4.475bn, up 56%. Q2 2026 was up 93%, the fastest in company history. The top twenty customers each spent about $93.9m, up from $64.6m the year before, so the biggest accounts are expanding around 45% a year. You can't justify that multiple on growth alone. You need to believe the revenue is unusually durable, which means believing the moat is real. The moat …
— ORIGINAL POST ·
PLTR at ~75x sales: how do you underwrite a switching-cost moat that a government is actively trying to test?
· r/ValueInvesting
· Sep 6, 2026