Palantir: Disruption Risk Coming In 2026 [Seeking Alpha]
Palantir Technologies Inc. - Class A (PLTR)
Company Research
Source: Seeking Alpha
PLTR's AIP platform faces mounting pressure from hyperscalers like Microsoft, AWS, and Databricks, eroding differentiation and pricing power. Valuation is extremely stretched: forward P/E of 260.61 and P/S of 102.08, both vastly above sector medians, leaving no margin for error. 2026 is expected to bring heightened competition, potentially triggering multiple compression even if Palantir's revenue and EPS continue to grow. Sundry Photography/iStock Editorial via Getty Images Co-Authored by Noah Cox and Brock Heilig. Investment Thesis Shares of AI tech giant Palantir Technologies Inc. ( PLTR ) have exploded in 2025. Shares are up nearly 33% over the last six months, and they're up This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receivin
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PLTR
News
- What's next for Palantir stock in 2026? [Yahoo! Finance]Yahoo! Finance
- Stock Market Today, Dec. 29: Stocks Slide as Investors Lock In Gains [Yahoo! Finance]Yahoo! Finance
- Palantir Stock Is Up 145% in 2025. What The Data Tells Us to Expect for the New Year. [Yahoo! Finance]Yahoo! Finance
- Palantir: Liberty Will Never Perish [Seeking Alpha]Seeking Alpha
- Why anchoring 2026 portfolios in Big Tech and cybersecurity is the way to go [Yahoo! Finance]Yahoo! Finance
PLTR
Earnings
- 11/3/25 - Beat
PLTR
Sec Filings
- 12/16/25 - Form 4
- 12/12/25 - Form 144
- 12/3/25 - Form 4
- PLTR's page on the SEC website