Should I Buy Palantir (PLTR)? — Finance YouTuber Analysis

The YouTuber argues that Palantir's stock price has not kept pace with its strong fundamental growth, particularly in commercial revenue and expanding operating margins. He highlights the company's recent shortlisting for the FAA's air traffic control program as a significant catalyst and believes the market will eventually recognize its true value, making it a strong long-term investment.

“The price came down, the fundamentals kept compounding, and the gap closes a little bit more every single quarter. Eventually, one of two things is going to happen. The price catches back up to the fundamentals, or the next earnings print makes the math obvious enough that institutional money has to chase it.” — ▶ 01:04:50

The YouTuber views Palantir Technology as a company where AI is already translating into real revenue growth and earnings expansion, making pullbacks good investment opportunities. He notes its accelerating revenue, improving margins, and growing commercial adoption, alongside its essential government contracts. He sees Palantir as key for enterprise AI deployment, operational infrastructure, and AI-powered decision-making. He believes the stock is 'stupid cheap' and will reach $180 per share in late 2027.

“Lately, the stock has gone from a valuation stock price of 200 down to 140. And I just think it's stupid cheap right now because if you look at revenue, it's still accelerating.” — ▶ 46:00

Henry is bullish on Palantir, stating it's one of the few companies monetizing AI at scale by helping organizations operationalize AI securely. He emphasizes its accelerating commercial revenue growth (over 50% YoY), improving margins, strong free cash flow, and the 'stickiness' of its platform, which creates durable revenue.

“Palantir is one of the only companies actually monetizing AI at scale right now.” — ▶ 20:50

The YouTuber is comfortable investing more in Palantir, viewing every dip as a buying opportunity because its narrative lags its strong fundamentals. He highlights Palantir's unique position as a national security asset embedded in the US military, monetizing AI at scale through decision-making infrastructure, and its recent profitability growth despite a high P/E ratio.

“Every dip in Palunteer has historically been a buying opportunity because a narrative lags the fundamentals. Revenue, margins, and adoption continues to grow. And right now, Palanteer is at a support level. I don't see the stock going any lower, which is why I'm personally comfortable investing more of my money into this stock right now.” — ▶ Watch clip

The YouTuber acknowledges Palantir's excellent earnings and growth but considers it too overvalued for their personal buying criteria at the current price. While they would love to buy it, they are waiting for a more attractive valuation.

“Would love to buy it, but for me personally, touch too overvalued still at this stage, but definitely moving in the right direction in regards to valuation.” — ▶ Watch clip

The YouTuber, a long-term Palantir bull, advises holding the stock despite recent price drops, arguing that the fundamental business performance remains exceptionally strong. He believes the current dip is due to Wall Street 'games' and overvaluation from previous highs, not a change in the company's positive trajectory. He expects the stock to eventually reach $300, though it may take time.

“I'm not looking to get out of the stock just simply because Wall Street is looking to screw me. Okay? They're always looking to screw me, right? So that's not the reason why.” — ▶ 10:00

The YouTuber, who already holds a significant position in Palantir with a low average cost, states he would buy more shares if Wall Street pushes the price down significantly. He also suggests that new investors without a position should use dollar-cost averaging (DCA) to build a position, citing the company's strong earnings performance as a reason for increased attractiveness at current levels compared to a year ago.

“I'm simply going to stack more shares whenever it gets to my price target. But if I was starting all over today, meaning I have no shares at all, no involvement with Palunteer whatsoever... a simple DCA is the best route to go to build up that share count.” — ▶ 14:00

The YouTuber labels Palantir as a 'trap' for the counter-drone theme, despite acknowledging it as a good business with strong sales growth and margins. He argues that Palantir provides general AI tools, not specific counter-drone hardware or software, and the Cuba narrative won't significantly impact its $300 billion market cap. He advises seeking direct exposure to counter-drone companies instead of indirect plays.

“So don't buy indirect exposure when you can buy direct exposure because you want to be in the counter drone defense thing. Go for the companies that actually make the counter drone systems, not just someone who sort of sits on the sidelines.” — ▶ 41:00