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# Palantir: Strong Momentum But Likely Still Below Market's Expectations (Archive)
- URL: https://www.huntingalphas.com/palantir-strong-momentum-but-likely-still-below-markets-expectations-archive/
- Published: 2024-02-16T16:49:00.000Z
- Updated: 2026-02-27T08:46:09.000Z
- Description: Palantir’s red-hot momentum is colliding with sky-high expectations and peak valuations.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, PLTR, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- My latest 'Sell' view on Palantir was premature; Q4 FY23 results have disproved my previous thesis on the stock. But, for a new host of reasons, I retain a 'Sell'.
- I recognize Palantir's exceptionally strong operating momentum on both revenues and margin growth, driven by bootcamps with commercial enterprises.
- However, an analysis of management's guidance vs consensus estimates suggests that a lot of the optimism is already 'priced in'
- Valuations are near their historical peak levels, leaving minimal margin of safety.
- Technical analysis also makes the case for a bearish view on Palantir vs the S&P500; however, I am flexible on this view and may change my mind if there is any technical sign of view invalidation.

Read the full article [here](https://seekingalpha.com/article/4670999-palantir-strong-momentum-but-still-below-markets-expectations?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*