Oct. 31, 2025 11:36 PM ETPalantir Technologies Inc. (PLTR) Stock, PLTR:CAPLTR, PLTR:CA2 CommentsTunga Capital581 FollowersPalantir trades at a lofty 293x forward earnings, requiring years of future growth to justify its current valuation.Even with aggressive earnings growth, investors face at least a 4-year payback period before compounding returns can begin.Q3 results are expected to beat consensus, but focus will be on US Commercial segment growth and stock-based compensation's impact on profitability.Maintain a Sell rating ahead of Q3, as sustaining 50%+ growth is unlikely and any slowdown could trigger a sharp stock repricing.Michael Vi/iStock Editorial via Getty ImagesPalantir (PLTR) is scheduled to report its earnings on the 3rd of November and is expected to report another banner quarter. But for long-term investors considering new positions, the real question isThis article was written byTunga Capital581 FollowersAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver, British Columbia. So there's a lot of diversity in my experience which is a by product me just wanting to keep on learning. And I think it sort of reinforces each other. My analysis is made richer by execution experience and execution is made richer by analysis experience. If you like my articles you can follow me, drop in a comment or send in a message. Happy to engage in a productive conversation :)Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments(2)