Palantir (PLTR) Stock Could Be 5% Above Fair Value Despite Sovereign AI Expansion

Palantir Technologies has been on a remarkable multi year run, and with the stock most recently closing at US$198.73, the real issue for you is whether that price lines up with the cash the business is expected to generate. With so much of the current story tied to artificial intelligence and government software, the question is how much of that optimism is already embedded in the valuation that comes from its cash flows. Over the past 3 years the share price has risen by a very large...