How Daniel Pronk’s view on $PLTR changed

2026-08-25Bearish
“5 Stocks I'm Selling, Buying & Watching After Earnings”
PLTR has exceptional fundamentals but is overvalued; the stock is a pass because the price demands too much growth for only a 12% annual return.

All right, now let's move on to the fourth stock that I want to talk about. And this one is Palunteer because Palanteer, I think, had the best earnings report of the entire season, at least from what I saw.

So, let's take a look at the highlights. This screenshot shows us that Palunteer had 115% US revenue growth and it grew 23% quarter-over-arter. US commercial revenue grew 149% and US government revenue grew 90% year-over-year.

Total revenue grew 93% which means that Palunteer's business nearly doubled on a year-over-year basis which is just insane. And operating in free cash flow came in at about 1.22 billion with a 63% free cash flow margin.

So Palunteer's business is highly profitable while nearly doubling its revenue again on a year-over-year basis. That is truly impressive.