$PLTR

Hard to love the $PLTR valuation/multiple. Hard not to love the $PLTR fundamentals. Q1 results: +85% YoY revenue growth +16% QoQ revenue growth +104% YoY US growth +133% YoY US commercial growth +84% YoY US government growth 60% operating margins Q2 guidance: $1.8B revenues... implies +80% YoY growth FY2026 guidance: $7.656B revenues... implies +71% YoY growth Based on my estimates for the next 12 months... $PLTR is now trading under 40x NTM ev/revs for the first time in 18+ months $PLTR might be slightly overvalued but there's only a few publicly traded companies on the planet with better fundamentals and their names on Micron and Hynix which ironically trade at less than 6x NTM EPS. Based on my estimates for the next 12 months... $PLTR is now trading at 85x NTM EPS which isn't too