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CryptoHolder
CryptoHolder
August 20, 2026

Palantir is up 85 percent in revenue and down from its peak. Michael Burry says it is overvalued. Cathie Wood keeps buying. Who is right?

Q1 2026: revenue up 84.71 percent. US commercial revenue up 133 percent. GAAP operating margin 46 percent. Government backlog growing. $10 billion Army contract locked in for 10 years. The business is performing. And yet Michael Burry called it an emperor with no clothes. The stock is at $153, down from its $201 peak. Analyst targets go from $45 to $260. The spread tells you everything about how divided Wall Street is. The bull case: Palantir is building the AI operating system for governments and enterprises. Nobody replaces Palantir once they are embedded. The bear case: at 232 times earnings you are paying for decades of perfect execution with zero margin for error. Which side are you on?

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MuskINCMuskINC· Aug 20

232 times earnings is the number I cannot get past. Even if the business is genuinely exceptional, you need everything to go right for decades to justify that multiple. One bad government spending cycle, one major contract loss, and the stock halves from here.