Palantir Trades at 77.3x EV/NTM Revenue, 11.5x Software Index Median on Just 32% Growth
alexbilz · x · 2026-09-05
Analysis flags Palantir's extreme valuation: 77.3x EV/NTM revenue, about 11.5x the Meritech Software Index median of 6.7x, despite only 32% revenue growth. Justifying the premium requires outgrowing hyperscalers, out-marging pure SaaS firms, and out-innovating AI startups simultaneously.
The post also resurfaces CEO Alex Karp's February quip about spraying fentanyl-laced urine on analysts via drone.
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