Is Palantir Technologies (NASDAQ:PLTR) a buy in 2026?
Lean no. The Compass would trim Palantir Technologies here, not add.
Extraordinary business, absurd price. At 60x forward earnings and 142x EBITDA, the next three years of execution are already in the stock.
Where PLTR is headed
Palantir in mid-2027 will look, on the operating numbers, like one of the great software stories of this decade. Revenue growth compounding above 60%, operating margins pushing toward 50%, government AIP deployments embedded in every combatant command, commercial Foundry seats multiplying inside Fortune 500 supply chains, and the NVIDIA sovereign-AI partnership dropping Palantir into every non-US government that wants Western AI without US cloud dependency. Karp will still be doing his thing on television. The Ondas partnership will have matured into real ISR revenue. Free cash flow will likely clear $3B annually. This is not the bear case on the business.
Read the full Compass Direction on PLTR
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $198.78).
See the full PLTR analysisGet calls like this, free
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Frequently asked questions
Is Palantir Technologies (NASDAQ:PLTR) a buy in 2026?
Lean no. The Compass would trim Palantir Technologies here, not add. Extraordinary business, absurd price. At 60x forward earnings and 142x EBITDA, the next three years of execution are already in the stock.
What is PLTR's Compass Score?
Palantir Technologies scores 46/100 on Alexandria's Compass, placing it in the "Neutral" tier. Scores blend eight factors and update weekly.
What is the price target for PLTR?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the PLTR page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.