Palantir
The most-watched pure AI software stock — Foundry + AIP for enterprise + government.
Previous close $142.20
Chart — coming soon
1-month, 3-month, 1-year sparklines land in the next update — along with 52-week high / low stats and YTD performance.
The 30-second take
Palantir is the AI software story. Two segments: Government (DoD, intelligence agencies — long-tenure, high-margin contracts) and Commercial (US enterprise driving AIP — Artificial Intelligence Platform — adoption). The bull case is its commercial revenue acceleration; the bear case is the valuation (often >70x forward earnings) which prices in flawless execution. In interviews, anchor on: US commercial growth rate (the single most-watched KPI), Rule-of-40 numbers, and the Karp / political-narrative angle that drives retail flow.
Historical reference points
Bankers instinctively contextualise today's level against these moments. Each row shows how far the current level is above / below that reference.
- 2022 SPAC-era lowDec 2022$6.00+2264.67%
- S&P 500 inclusionSep 2024$35.00+305.37%
- 2024-25 breakoutFeb 2025$75.00+89.17%
Compare against
Master the whole framework
The live numbers are one leg. Read the lesson for the four things to always know, plus the full interview script.
Discussing Markets — read the lesson →