Why Palantir's Best Days May Still Be Ahead

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Apr 06, 2026, 11:48 AM ETPalantir Technologies Inc. (PLTR) StockInfinity Curve254 FollowersCommentsSummaryPalantir trades near $148, down 29% from $207 highs, while Wall Street targets $185–$230, implying 20–55% upside potential.U.S. commercial revenue surged 109% to $1.465B, while government revenue grew 55% to $1.855B, confirming dual-engine acceleration.Rule of 40 reached ~127%, with ~50% margins and accelerating growth, placing Palantir among elite software outperformers globally.Free cash flow hit $2.27B with 51% margin, significantly outpacing ~4–5% dilution, reinforcing strong underlying shareholder value creation.Just_Super/E+ via Getty ImagesIntroductionPalantir (PLTR) closed Friday night at $148 around the same levels when I initially covered the stock last year and it’s down about 29% from the highs of $207. I am convinced that this isThis article was written byInfinity Curve254 FollowersI began investing early, inspired by the strategies of legendary investors like Warren Buffett, Peter Lynch, and Howard Marks. What started as a personal interest quickly became a disciplined, research-driven pursuit of long-term value and strategic growth. Over the years, I've developed a fundamental, bottom-up investing approach, with a keen focus on market psychology, business durability, and valuation discipline. While I study multiple sectors, I specialize in tech, particularly underappreciated or contrarian plays in software, semiconductors, and emerging innovation. I’m drawn to companies with scalable models, durable moats, and misunderstood narratives. I look for value the market hasn’t fully priced in and prefer digging through overlooked names with long-term potential rather than chasing trends. Through my research at Infinity Curve, I explore how investing success rarely follows a straight line, it's a nonlinear process shaped by cycles, feedback loops, and constant recalibration.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PLTR over 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