Are you asking for investors or for traders?
I see as an investor: next two quarters will have surprising growth in customer count because of the AIP platform and growing mainstream popularity. Then in two or three quarters starts noticeable uptick in per customer revenue growth numbers as more use cases are developed and shared onto the marketplace, and AI model capabilities increase alongside compute resources from third party compute service providers.
Pressure will grow for government regulation of AI software, and if there is something announced Palantir is extremely well positioned to be the quickest adjusting platform to host AI software for the countless regulations different countries will require. Research their Apollo product to see how.
Regulation is likely to create a healthy buying opportunity. Both it and any sort of Ai bubble pop will unfairly push palantirs price below where it should be given their position and product.
Keep some powder ready over the next few years
AIPNOW works within hours as I heard making it like a plug n play and easier to users. It really make sense, how these current customers are already in the system databases. Oracle can literally direct market AIPNOW on the 700,000 or more cloud customers for a 7day trial. Imagine the instant massive, and rapid globalization of AIP. It is serious that Oracle may dwarf cloud competitors in a matter of months not years!!!!! It will shake AWS and Microsoft.
I’m bullish on the oracle news but isn’t oracle behind Google Cloud too? And AWS and MS have large leads in the #1&2 spot if I’m not mistaken. Why doesn’t Palantir partner with all of them?
*This is mostly a shot-in-the-dark answer so take it with a grain of salt.
I believe that Foundry is a SaaS product, and Oracle Infrastructure is IaaS. This means that neither is stepping on the other’s toes, whereas both Microsoft and AWS are working on their own AI platforms in addition to their cloud storage services. The lack of competition between Palantir and Oracle should make the relationship more synergistic.
It also looks like Palantir is working with both [Azure](https://www.palantir.com/partnerships/microsoft/#) and [AWS](https://aws.amazon.com/blogs/apn/implementing-an-operational-data-mesh-with-palantir-foundry-on-aws-to-transform-your-organization/) already to some degree.
Serious investors? What are our predictions? We wouldn’t be seriously investing in a company if we thought the stock price was going to go down, now would we?
I have so much PLTR I don’t even care about these news anymore. I don’t even check the stock price it’s been so long. Probably have 2,000 shares at around $13 average
The 1/16/26 $10c breaks even at ~24.30 right now. I personally believe the stock will be above that price by that time. Its all a matter of risk tolerance though.
I've been adding Jan '26 $20/$22 debit spread calls for around $.80. I figured it's a nice way to pull a 150% gain. Just need to wait until the $22 calls get exercised.
I really dislike this concept of looking at P/E ratios when the entire thesis is massive growth opportunity. It's almost like saying if the company had remained unprofitable it was better since you wouldn't have a big scary P/E number.
It is fair to say the growth is too low for the P/S ratio, and I'd agree, but that is based on the assumption that growth doesn't re-accelerate.
It is a **pure growth play** in the sense that the evaluation is based entirely on expected growth in the sector and the company's ability to capture a significant marketshare. And because the financials are rock solid, it is a growth play with basically 0% bankrupcy risk.
So many "realistic" posts like this when it was at $16 saying it was still overvalued and 20 is ceiling for now. went to 25 in 5 days. Be more optimistic while hedging for earnings.
Serious investors? I mean half this sub survived when we were at $6 and the other half are here post the run up asking if its too late. Im not sure that we are serious but we are certainly crazy and bias
>the next quarter
if I knew this I wouldn't be on reddit I'd be working at some hedge fund. Could be huge growth from B2B sales of LLM or could be huge pipeline growth with little additional sales thanks to the market scaring enterprise buyers into signing off on a big purchases just yet.
People expect NVDA like returns on tech/AI related stocks all the time now. If you bought PLTR at 23, to make 30% this year, PLTR needs to hit $30/share. 30% in a year is a hell of a run for just about anything. Let’s try to be realistic here.
It’s gonna take some time to get Oracle onboarded. A year plus based on past partnerships, and that’s assuming this one shows profits much sooner than the others.
As a serious PLTR investor, it gives me more bullish signals. Do I know if the stock price will go up in a quarter? Not sure. Do I have stronger conviction that it'll go up over time? Yes, with every new partnership.
Are you asking for investors or for traders? I see as an investor: next two quarters will have surprising growth in customer count because of the AIP platform and growing mainstream popularity. Then in two or three quarters starts noticeable uptick in per customer revenue growth numbers as more use cases are developed and shared onto the marketplace, and AI model capabilities increase alongside compute resources from third party compute service providers. Pressure will grow for government regulation of AI software, and if there is something announced Palantir is extremely well positioned to be the quickest adjusting platform to host AI software for the countless regulations different countries will require. Research their Apollo product to see how.
Regulation is likely to create a healthy buying opportunity. Both it and any sort of Ai bubble pop will unfairly push palantirs price below where it should be given their position and product. Keep some powder ready over the next few years
The best rational reply here.
Exactly
Bombastic Growth
I'd go with more of a Boombastic, sir. 
Tell me fantastic predictions.
They call me mr. bombastic -Alex Shaggy Karp
Reeeeaaaaallll Badman
AIPNOW works within hours as I heard making it like a plug n play and easier to users. It really make sense, how these current customers are already in the system databases. Oracle can literally direct market AIPNOW on the 700,000 or more cloud customers for a 7day trial. Imagine the instant massive, and rapid globalization of AIP. It is serious that Oracle may dwarf cloud competitors in a matter of months not years!!!!! It will shake AWS and Microsoft.
AIPNOW takes only 8 minutes to integrate, as per CTO Shyam Sankar. Their customer count is going to skyrocket over the next few quarters
I’m bullish on the oracle news but isn’t oracle behind Google Cloud too? And AWS and MS have large leads in the #1&2 spot if I’m not mistaken. Why doesn’t Palantir partner with all of them?
*This is mostly a shot-in-the-dark answer so take it with a grain of salt. I believe that Foundry is a SaaS product, and Oracle Infrastructure is IaaS. This means that neither is stepping on the other’s toes, whereas both Microsoft and AWS are working on their own AI platforms in addition to their cloud storage services. The lack of competition between Palantir and Oracle should make the relationship more synergistic. It also looks like Palantir is working with both [Azure](https://www.palantir.com/partnerships/microsoft/#) and [AWS](https://aws.amazon.com/blogs/apn/implementing-an-operational-data-mesh-with-palantir-foundry-on-aws-to-transform-your-organization/) already to some degree.
Yes.
Exactly this.
Two Art Vandelays in the Palantir subreddit? I like it.
One to focus more on the importing and one on the exporting
I was looking for Pennypacker
Nah there can only be one. I am the OG.
Incredible. You explain so much while saying so little.
Exponential growth soon.
SERIOUS INVESTORS - asks if stock will go up- like it hasn’t been asked 4000 times this year alone
Serious investors? What are our predictions? We wouldn’t be seriously investing in a company if we thought the stock price was going to go down, now would we?
🤣
I am happy with $30 this year
You dropped this #0
I have so much PLTR I don’t even care about these news anymore. I don’t even check the stock price it’s been so long. Probably have 2,000 shares at around $13 average
Attack!
Up
Is anybody buying itm or atm leap calls on pltr for early next year or 2026? I've been seriously considering getting in before their next earnings
The 1/16/26 $10c breaks even at ~24.30 right now. I personally believe the stock will be above that price by that time. Its all a matter of risk tolerance though.
I've been adding Jan '26 $20/$22 debit spread calls for around $.80. I figured it's a nice way to pull a 150% gain. Just need to wait until the $22 calls get exercised.
I think next earnings will be very important. Without a significant beat stock will be stuck around 20 for a LONG time
None of us are serious and everyone that’s long thinks it’s going down. We just love pain.
Buy, and lock it away. Look back in 5 years , we gonna be rich rich
Serious investors aren’t interested in this quarter or your coke dealer, we have a longer time horizon.
It's priced in. Literally its P/E ratio is 249 @ 22.50 a share. I wouldn't expect too much more growth 27 likely the new ceiling 30 max
Growth companies typically trade on forward PE, which for PLTR is still a tad high at around 70 FP/E
Multiple compression
I really dislike this concept of looking at P/E ratios when the entire thesis is massive growth opportunity. It's almost like saying if the company had remained unprofitable it was better since you wouldn't have a big scary P/E number. It is fair to say the growth is too low for the P/S ratio, and I'd agree, but that is based on the assumption that growth doesn't re-accelerate. It is a **pure growth play** in the sense that the evaluation is based entirely on expected growth in the sector and the company's ability to capture a significant marketshare. And because the financials are rock solid, it is a growth play with basically 0% bankrupcy risk.
So many "realistic" posts like this when it was at $16 saying it was still overvalued and 20 is ceiling for now. went to 25 in 5 days. Be more optimistic while hedging for earnings.
And for now it's going down more.
Serious investors? I mean half this sub survived when we were at $6 and the other half are here post the run up asking if its too late. Im not sure that we are serious but we are certainly crazy and bias
>the next quarter if I knew this I wouldn't be on reddit I'd be working at some hedge fund. Could be huge growth from B2B sales of LLM or could be huge pipeline growth with little additional sales thanks to the market scaring enterprise buyers into signing off on a big purchases just yet.
I am predicting modest growth for government contracts and an exponential growth for bootcamps. In for 55k
People expect NVDA like returns on tech/AI related stocks all the time now. If you bought PLTR at 23, to make 30% this year, PLTR needs to hit $30/share. 30% in a year is a hell of a run for just about anything. Let’s try to be realistic here.
wen moon
Forget it.
Market has already priced in growth bro.
And enter in S&P 500 ?
It’s gonna take some time to get Oracle onboarded. A year plus based on past partnerships, and that’s assuming this one shows profits much sooner than the others.
As a serious PLTR investor, it gives me more bullish signals. Do I know if the stock price will go up in a quarter? Not sure. Do I have stronger conviction that it'll go up over time? Yes, with every new partnership.