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Don't Say I Didn't Tell You | Palantir Earnings Preview Aug 26

Stealth Wealth Investing•Aug 2, 2026

Summary

Luke provides a comprehensive analysis of Palantir (PLTR) ahead of its earnings call, focusing on whether the company's explosive growth can continue to narrow the gap between its stock price and fair value. Luke argues that the market often ignores fundamental data in favor of narratives, which is why many investors missed buying opportunities when the stock was cheaper. Luke identifies three key metrics for the upcoming report: adjusted guidance, geopolitical impacts on demand for efficiency, and the sustainability of accelerating growth rates. Luke expects Palantir to beat expectations on revenue, EPS, and cash flow.

PLTR: Luke argues that Palantir is a top-tier company with a sticky business model that makes it difficult for government and commercial clients to switch vendors. Luke states that the stock ran too far ahead of fundamentals previously but is now moving closer to a reasonable valuation. Luke recommends that new investors utilize a dollar-cost averaging (DCA) strategy over the next few years rather than trying to time the market based on volatile price predictions. Luke mentions that he personally built a full position by buying shares at prices ranging from $30 down to as low as $6.

Mentioned Stocks

PLTR
Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke states that Palantir is a high-quality company with 'unbelievable' fundamentals and a product so sticky that customers find it nearly impossible to switch vendors. Luke argues that the company has more demand than supply and expects a beat across revenue, EPS, and cash flow. Luke mentions that he previously accumulated a large position between $6 and $30 and advises new investors to use DCA to build their positions, as the company is moving back toward fair value ranges.

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