Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionPalantir Technologies Inc. Class A Common Stock (PLTR)
Fair value (3 models)
Not available
ACCE price target
$140
Rating
Not rated
Horizon
12 months
ACCE price target published on 3 Oct 2026, 00:00 CEST.
Price used: $197 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
73
out of 100
Analysts
66% buy
32 covering
P/E
169.1x
forward 85.5x
1-year return
+9.0%
Dividend yield
0.00%
Palantir Technologies Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Palantir sells two software platforms, Gotham for government and defense intelligence and Foundry for commercial customers, plus its AIP product for deploying large language models on private enterprise data. Its edge is the data integration and ontology layer that sits between a customer's messy internal systems and the AI tools built on top, which makes it hard to rip out once deployed. Revenue growth of 92.8% and an operating margin of 47.1% on an 84.8% gross margin put it in rare company for a business of this size, and the market is paying for that: at a forward P/E of 85.5 the stock still prices in a long runway of expansion. Investors should look at whether commercial bookings can keep compounding at this pace and whether the multiple holds if growth normalises. With a market cap of $481.8B and no index membership listed, it is a name where the thesis rests almost entirely on the durability of that growth.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Valuation disconnect from model
Stock at $209.05 sits at top of ACCE fair value range ($95-$210); P/E 180.2 and EV/EBITDA 176.0 leave minimal margin for error if growth decelerates.
high
Heavy insider selling
Last 10 disclosures show $92.68M in sales vs $0 in buys. Insiders are net sellers despite stock near fair value ceiling and score improvement.
moderate
Earnings growth sustainability risk
YoY earnings up 215.4% but revenue up only 92.8%. QoQ revenue growth 18.6% suggests deceleration from prior quarters; margin expansion may not persist.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue surged 92.8% year over year with a 49.0% net margin, demonstrating both scale and pricing power.
Return on equity of 38.1% and return on invested capital of 17.5% show capital is deployed with exceptional efficiency.
The company generated 2.2 billion dollars in free cash flow while maintaining a debt to equity ratio of just 0.02.
Why it could disappoint
At a trailing P/E of 180.2x versus the sector median forward P/E of 29.4x, the stock trades at an extreme premium.
The valuation implies perpetual cash flow growth of only 10.5% annually, yet the risk-free rate stands at 5.2%.
Diluted share count rose 4.7% last fiscal year while free cash flow yield remains just 0.4%, limiting shareholder returns.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 2, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where PLTR's valuation models land
Price
$196.75
Model fair valueConfidence: low
about $24.84
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality
INVESTOR
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