Now, Palantir Technologies (PLTR 3.51%)… a rather peculiar beast, wouldn’t you say? It began 2026 with a bit of a wobble, despite having spent the last three years behaving like a particularly energetic jack-in-the-box on the stock market. The trouble? It’s been swept up in a bit of a dust-up amongst those software-as-a-service types. A bit of a tumble, really. Let’s have a peek at what might happen this year, shall we?
1. Growth: Still a Remarkably Sprightly Thing
Palantir, you see, has been growing. And growing. And growing. Ten quarters in a row, mind you, its revenue has been leaping about like a frog on a hot griddle. From a modest 13% to a whopping 70% last quarter (Q4 2025). The secret sauce? Their Artificial Intelligence Platform, or AIP. They call it an AI operating system, which sounds terribly grand, but really it’s a clever machine for harnessing those Large Language Models – the ones that make computers sound like rather bossy librarians. It helps solve real-world business problems, you see. Makes everything terribly efficient.
Their ‘bootcamp’ strategy is rather ingenious, too. They swoop into organizations, build a prototype solution using the customer’s own data in about five days – practically a blink of an eye! – and then watch the orders roll in. It’s like planting a tiny seed that grows into a monstrous money tree. And once they’ve got their claws in, customers keep ordering more and more. A net revenue retention of 139% in Q4 is nothing to sniff at. A truly greedy number.
Given the sheer number of things AIP can be used for, combined with their bulging contract backlog and those speedy sales cycles, Palantir looks poised to continue growing. Robustly. Like a prize-winning pumpkin.
2. The Stock: A Bit of a Grumble
Despite all this growth, I suspect the stock will underperform this year. It’s already down about 25% to date, caught in that SaaS tumble we discussed. A bit of a shiver, really.
Even after the wobble, though, it’s not cheap. It trades at a forward price-to-sales ratio of around 44.5 times 2026 estimates, and a forward price-to-earnings multiple of over 100 times. That leaves precious little room for error. A tiny hiccup in revenue growth, or even just meeting expectations, could send it tumbling. Like a clumsy giant.
3. A Dip: A Chance to Pocket a Few Sweeties
Given the gloomy mood amongst software stocks and Palantir’s rather lofty valuation, I wouldn’t be surprised if the stock came under more pressure. After three years of triple-digit gains, a breather is probably overdue. Even the biggest, most fearsome companies have their dips, you see. So, a further drop wouldn’t be a shock.
That said, I believe Palantir could eventually become one of the largest and most powerful AI companies in the world. A truly magnificent beast. And starting to accumulate shares at prices below $110? Well, that could be a rather clever long-term move. A chance to pocket a few sweeties before anyone else does.
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2026-02-24 00:52