Last quarter Palantir grew sales 85% — its fastest ever. Then the stock nearly halved. How does the fastest-growing software company on Earth become one of the most hated stocks on Wall Street?
Because Palantir is making a bet so big the price already assumes it wins: it wants to be the operating system for the entire AI economy, and at ~60× sales — pricier than almost every software stock alive — the future is priced in today. We lay out the strongest bull case (Bank of America, $255) and the strongest bear case (Wall Street's low, $60; Burry betting against it), side by side.
No verdict from us. You decide which Palantir you're buying — the company it is today, or the company the stock says it has to become.
Follow Business Onion — we crack open the market's most-argued companies. Bull or bear on PLTR?