When Palantir Hits This Price, I’m BUYING HEAVY!

Everyone is talking about Palanteer. The

stock is hot. The story sounds amazing.

And people are saying it will continue

to be the next big thing. Here's the

deal. If you don't know what it's worth,

you're just guessing. You're just

chasing a ticker up and down. In this

video, I'm going to show you how to

determine the price that makes Palunteer

a great investment and explain it in a

way that anyone can understand. Let's

break this down together. All right,

let's be honest. Everyone has fun trying

to figure out and find the next hot

stock. Everyone wants to say, "I called

it before it took off." And trust me, I

love doing that. The thrill, it's real.

But here's the thing that most people

don't understand. Just because a stock

is exciting because it's going up,

doesn't mean it's worth buying. Price is

what you pay. Value is what you get. And

if you're paying the wrong price, even

for the right company, you will still

lose money. So today we're going to talk

about Palunteer. Yes, the artificial

intelligence buzz is real. Yes, the hype

is there, but the question we ask around

here is always the same. What's it

worth? You won't hear this kind of

breakdown anywhere else on YouTube. Not

from any of the hype guys, not from the

not from the price watchers because

they're focused on watching a ticker

symbol go up and down. We're focused on

what makes sense. So, if you're tired of

empty predictions and want to actually

understand when Palanteer becomes a

smart buy, not just a popular one,

you're in the right place. So, let's

talk about what really actually happened

here with Palanteer, because the stock

has been on a wild ride. Back in 2022,

Palanteer got to $6 a share. I'm going

to pat myself on the back here, so get

ready. In early 21, Palanteer was

hitting $45 a share. And you guys all

know that hypster on YouTube who was

saying this thing was going to 500. And

I came out and made a video. I said, "I

don't see it. I think it's worth five

bucks a share. That's what I'm going to

be interested." Well, it got to 583. And

I never pulled the trigger cuz it didn't

hit five. I wish I regret that. I wish I

could go back and change that. But that

was $45 down to 5.83. At that point, I

understood the reason why, hey, it's

583. It's probably worth it here. But

the same people who thought it was worth

$6 a share and said it was awesome now

at $200 a share say this thing is even

better. That's not investing. If you're

the type of person who sees a stock go

up 30x in a short period of time and the

fundamentals haven't gone up 30x with

it, they're not investing. Think about

that for a second. AI wasn't the

buzzword yet when it fell down to six

and it looked like Palanteer was just

another overhyped story. Fast forward to

October of 2025. It's a totally

different world. The stock has gone from

six to 190. Guys, that's a 30 over a 30x

gain in under three years. So, what has

changed? Two words, artificial

intelligence. The company has grown

tremendously, guys. In April 2023,

Palunteer launched something called the

artificial intelligence platform or AIP.

It made it easier for businesses, not

just governments, to use Palunteer's

tech to analyze data and make decisions

much faster with AI. Companies like

Wendy's and American Airlines even

started using it. Wendy's revenue in

their US commercial division at

Palunteer exploded. Triple digit growth.

And this was all part of their plan.

Guys, if you go look at their annual

statements, they talked about they were

getting really large government

contracts, but they were okay getting

smaller commercial contracts to

diversify their revenue. And I thought

it was a great idea. By 2024, Palanteer

was the best performing stock in the

entire S&P 500. It even joined the

NASDAQ 100. That's like being invited to

the grown-ups table. It opened the door

to all the big institutional investors

who have to buy index stocks. So, when

it gets added to an index, all these

companies have to go buy that stock.

Well, when all the companies are

institutions are buying the stock, what

happens to the stock price? Also in

2024, they pulled in $462 million in

profit and had 40% margin on their

operations, guys. That's insane. And

don't forget their core fundamental

business, government contracts.

Palanteer didn't walk away from that. In

fact, in August of 25, they locked in a

$10 billion contract with the US Army.

Now, is the stock still volatile?

Absolutely. In fact, let me show you how

volatile it is. In the last one month,

it's basically even. Last three months,

it's up 17%. Last six months, 80%. But

look at these fluctuations up and down,

up and down. Now, there's been some

recent selling and valuation concerns

are real. But the company is not the

same as it was in 2022. It has grown up

much better. It's profitable. It's

diversified. And it's still got a lot of

people fired up about where AI is going

next. So now the question isn't is

Palanteer exciting. It's what price is

Palanteer a good value? And that is what

we're going to figure out in a few

minutes. And I'll show you the price I

think is my fair value for Palunteer.

But in order to make good assumptions in

our stock analyzer tool, we need to look

at both the bull and bare cases for a

company. If you're focused on just one

of them, you're going to miss the entire

story. Every company has a bull case.

Every company has a bear case. The

question is which one's heavier? Now

look, a lot of people are excited about

Palanteer and I get it. It's got a big

story. Government contracts, AI, strong

revenue growth, expanding into

commercial, all the buzzwords are there.

But let me do what other folks on

YouTubes refuse to do. Let's talk about

the bare case, the risks, the stuff that

gets ignored when a stock is flying

high. Because remember, news follows the

stock price. What I mean by that is if

the stock is up, the news that justifies

that will come out. Everything else will

be buried. When the stock is down, the

news that justifies that will come out

and the good news will be buried. Here's

the truth. Every great company is not a

great investment. It comes down to what

you're paying. And right now, I believe

that Palanteer might be priced for

perfection, but we'll get into that

later here on the stock analyzer. Now, I

will say this, their CEO, Alex Karp,

gives me the heeie-jeebies. That guy

bothers me to no end. I'm not going to

lie when I say he alone would be a

reason I wouldn't buy Palunteer and yes

I do think it's important to understand

that I think the guy is absolutely

whackadoo and I think there's some

questionable accounting things they're

doing behind the scenes but the good

news is their free cash flow is always

higher than their net income which is

hard thing to fabricate right now the PE

ratio on Palunteer 606

guys I can understand if a company's a

new business and they're starting out

and they're just trying to get them

investor money, etc. This is a $463

billion company that's been around for

almost 20 years that generates $3.4

billion in revenue. And speaking of

revenue, the app like Microsoft sells

for 12 times sales. For every dollar of

sales they have, their market cap is $12

for it. Palunteer is 135. I think

Microsoft's overvalued and it's selling

for and Palanteer is selling for 12

times more. Keep in mind, Palanteer has

a lot more growth potential than

Microsoft. But again, if it has higher

growth potential, then why not pay 200

time sales? Why not 300 time sales? Why

not 400 time sales? I think we'd agree

that a certain price, it doesn't make

sense. The question is where? Now, if

you told me Palanteer was going to

double its cash flow every year for the

next 30 years, this is cheap because

then the PE becomes 300 after 1 year,

150 after 2 years, 75, 37, and in year

five it's selling for 18.5 times

earnings, and it's still going to double

every year for the next 25 more years.

Nobrainer. But if I told you Palanteer

was going to grow its revenue 1% a year,

this is insane. So again, bring up the

statement 1% a year, this is crazy.

Double every year for the next 30 years,

it's a screaming deal. Somewhere in

between, it doesn't make sense. If that

doesn't mean much to you, think about it

this way. Imagine you bought a house and

you had to wait five 600 years to get

your money back. You would think twice,

right? Even with the house going up in

value, even with your co your your

income going up in value, if you had to

pay 600 times your ear your earnings to

get it, it would be a very very tough

pill to swallow. That's in a very basic

form what these numbers are saying.

Comparing to other tech giants like

Microsoft, like I said, Google and Meta,

Palanteer's valuation looks extremely

stretched. Analysts call this a bubble

territory. Again, it has way more growth

potential than Microsoft, Google, and

Meta. So I understand it deserves a

premium to the market. Now remember if

analysts are calling this a bubble

territory, it doesn't mean the company's

bad. The internet was a bubble, but it

wasn't because the internet itself was

bad. It's because the companies within

them were a little too euphoric. What

they're saying now is that the stock

price may be ahead of reality. The

problem with hype driven stocks is that

when anything goes wrong, even a little,

prices fall hard and they fall hard

fast. And those problems can appear at

any time. A new competitor shows up, bad

headline, government contract doesn't

renew. All of a sudden, the story

shifts. Hell, it could just be people

shifted their entire story on tech. And

the most overpriced names will fall the

hardest. That's the danger when

expectations are so high. Another thing

some analysts are pointing out is slower

growth in Palunteer's commercial

business. Why? Well, Palanteer services

aren't cheap. Somebody some of these

companies are pushing back on the price

tag. And even though they're expanding,

onboarding a new customer takes time.

This isn't like selling someone a

Netflix subscription where I just go to

Netflix.com, put in my credit card, and

it's done. It's a complex, deep

integration, and that friction can slow

things down. Let's talk about something

else most investors missed. Stockbased

compensation. What that means is

Palunteer pays a lot of its employees in

shares. That means that every single

time they hire employees and those

shares get activated, the shares hit the

market and your slice of the pie gets

smaller. That's called dilution. Let me

give you an example. A company has 10

shares outstanding. You own one. You own

10% of the business. All of a sudden,

they bring five employees on, give them

an extra share. Now, instead of 10

shares, there's 15 shares. So, we added

five more. You still own one. So, now

instead of owning one out of 10 shares,

you own one out of 15 shares. your

ownership went from 10% to 6.66.

Yes, they have a buyback plan to help

offset it, but it's still weight on the

stock. And the buyback plan is buying

shares of an expensive company selling

for 600 times earnings. That's not

exactly good use of capital. And

finally, the bigger picture. What

happens if the economy weakens? What

happens if interest rates stay high? If

the government cuts spending? That one's

kind of funny, but it's a possibility.

Palunteer's business and its stock could

take a hit. Just recently, there was a

report about security problems in a

military network Palanteer was working

on. Even if that's a one-off, it's the

kind of headline that can start to shake

confidence. Here's the bottom line.

Palanteer is a real business with real

growth. A lot of growth, but the stock

is priced for perfection. So, don't just

ask, is Palanteer a good company? I want

you to ask, is Palanteer a good value

right now? And what that means is is the

price below the value. We're going to

look at these numbers in a minute and

break that down. But let's talk about

the bullcase and the amazing potential

Palunteer has. While some analysts are

sounding the alarm on Palunteer's

valuation, others are looking at this

company saying this might be one of the

most important AI businesses on the

planet. Guys, I don't think they're

wrong on that one. This definitely has

that potential. At the heart of the

argument is Palanteer's AI platform,

AIP. AIP is already being used by major

corporations and governments around the

world. Some folks in the industry are

calling it the operational backbone of

Western AI. Imagine that. These

companies are using AIP to make realtime

decisions with massive amounts of data.

Not just fancy dashboards. I'm talking

about software that helps hospitals,

airlines, and militaries operate more

effectively. And it's not just powerful,

it's sticky. Once it's built in, it is

hard to rip out. And that kind of

integration that builds a moat, a real

competitive advantage. And here's what's

getting bulls excited. Commercial

adoption is taking off. Palanteer has

been known for its work with the

government with defense contracts,

intelligence work, long-term deals, but

now that private sector is piling in.

Yes, the growth has slowed a little bit,

but they've seen tripledigit growth in

commercial bookings. That means more

major companies are signing on, and

they're signing on fast. It's becoming

essential infrastructure to these

corporations. So now they've got

government, they got commercial engines

running and that's the rare position to

be in. That's what gives Palanteer a

huge advantage over everybody else. On

top of that, you've got what investors

call operating leverage. That's just a

fancy way of saying that as Palanteer

grows, their costs don't rise nearly as

fast, guys. 80% gross margin. Every

extra dollar they sell, 80% of it goes

to the bottom line before taxes and

overhead. That's huge. That will make

their bottom line profit just go keep

going higher and higher and higher.

Microsoft is at 68% on their gross

margin and their bottom line margin I

believe is around 32%. So you can

imagine the potential for Palunteer

here. This is how you grow margin. This

is how you scale and this is how you

make a stock worth more over time. Not

only are you growing the revenue by X%,

you're growing the profit by even more.

Some analysts think that Palanteer could

grow revenue by nearly 40% per year for

the next five years. That's huge. If

they keep hitting those numbers and

their margins improve, then that high

valuation starts to make a lot more

sense. And here's one more piece that

bulls love. Execution. Guys, Palanteer

has consistently beat earnings estimates

quarter after quarter after quarter.

That means the team running this company

isn't just taking a talking a big game.

They're delivering. Let me be clear

though, no stock is a guarantee.

Impalanteer still carries risks. The

biggest one might be valuation. But if

you believe in the long-term potential

of AI, if you think that governments and

companies will need trusted software to

manage critical data and operations,

then Palunteer could be the foundation

of something much bigger. Now, let's

walk you through how I analyze a stock

and work to find the fair value and the

price I'm watching that would get me to

buy. Palunteer could very well be the

most amazing investment ever or it could

be something to be cautious about or I

could say be cautious about it and it

still ends up being the best investment

ever. We don't know the future. The goal

here is to sit there and understand it.

Now, most investors lose money because

they try to pick winners. The best

investors do the opposite. They

eliminate the losers first. That's what

we're doing here when we analyze a

stock. We're here to look at it and say,

why should we avoid this? So, one thing

I love about this company, 1.7 billion

in free cash flow last year versus 700

million, 750 million in earnings. I love

it when free cash flow is higher and

it's higher by over double net income in

the last year, 5 years at 136. Last

year, 620 million. Guys, this company

has more cash on hand. Look at this

market cap versus enterprise value. They

have more cash on hand than debt. So,

it's hard for a company like this to go

bankrupt.

revenue growth 25% a year for the last

three years, 30% for the last 5 years.

Acquisitions $3 million. That's

basically nothing. So, they're growing

all organically within themselves.

That's absolutely incredible. Now,

return on invested capital was negative

for the last 5 years, but now it's

positive at 5% and I think it's going to

go a lot higher. It's just a math thing

at that point. Let's talk about the

eight pillars here, guys. Cash flow is

up over the last 5 years. Net income's

up over the last 5 years. Revenue is up

over the last five years. Debt is very

low. Look at this. This is the dilution

I was talking about. 35% more shares

outstanding. Insanity. Yeah, this ROIC,

not worried about that. But these

valuations are nosebleleed.

That's tough. And again, that in and of

itself doesn't tell me something's

expensive. Yeah, 760 time 746 times last

5year free cash flow, but remember, it's

growing very quickly. Not only is the

revenue growing at 40% a year, that

means the profit can grow even faster.

So, let's go take a look at analyst

estimates.

Analysts have their profit going from 65

cents a share to 224 per share. Now,

guys, this is just the earnings per

share. This is the net income. We saw

the cash flow was much greater. The cash

flow is over double. That means they

could be making5 or $6 per share easily

in four or five years.

Put that at a 20 times multiple. That's

a$1 to $120 stock. Well, that's my first

red flag. Why? Well, that's for four or

five years from now. The stock is

currently at 180. Kind of a problem.

Revenue growth 48% 37 33 45 33 big-time

revenue growth from 4 billion to 15

billion in the next four or five years.

So, guys, what I'm doing here is getting

an idea of where the company is. I'm not

trying to determine if I'm buying or

not. The first thing I do when I find a

company is I look at these highle things

and then I go to my stock analyzer tool.

My goal is this. The stock analyzer tool

tells me, Paul, look further or stop.

You know, there's people out there who

believe you have to fall in love with

the story first. That's the bad idea.

Understand the story quickly. Make in

some put some assumptions in. The

stock's currently selling at 180. If all

of a sudden the price is 10 bucks, why

spend any more time? move on. If the

price is a,000, yeah, spend some time

because it's selling for 180 and you

have it valued at a,000. Go spend time

as to why that is. And this all works

together. So, I'm doing a 10-year

analysis. I'm going to do the first

line, revenue growth, low, middle, and

high assumptions. Guys, I'm going to

call it 15, 25, and 35%. Remember,

analysts think 40% a year for the next

five years. Let's assume they do 30.

That's why I'm sitting there doing a

little bit less because we're doing a

10-year analysis.

Now, profit margin. This is where it's

difficult because they haven't had the

profit margin. I'm going to focus on

free cash flow margin. They did 50% in

the last year. Over a long period of

time, free cash flow and net income will

equate out. So, I'm just going to treat

them the same. Okay? Even though they're

not the Even though they're not the same

right now. I'm going to do 30 like

Microsoft, 40, and 50%. Okay? Remember,

they're having a hard time. commercial

growth has slowed and I assume over time

to get more and more revenue they might

have to decrease their margin a little

bit so I'm doing 30 40 and 50% the high

level being where they did last year

fair enough in my opinion and you might

disagree with me and if you're part of

our community go in here put your own

assumptions in now what's the PE for

this company 10 years from now well guys

this is what I always tell people the

market average is 15 or 16 historically

you go higher from there for good

companies lower for bad companies what

makes a good

growing, high margins, high returns on

capital, etc. Yes, this company's return

on capital isn't good right now, but

it'll get better. Yes, it's fast

growing, and yes, it's got a great

balance sheet. So, I look at this saying

it deserves higher than 15 or 16. Now,

10 years from now, it's a much more

mature business. It's not going to have

as much growth, but it'll still be a

great business. So, I'm going to do 18,

22, and 26. Still a premium to the

market, but not insane. Okay. Finally,

what's my desired return? Well, to find

the intrinsic value, I always put in 9%.

9 to 10% that matches the market. It's

kind of like, hey, for this company to

match the market, what does it have to

sell for? Now, keep in mind for you

personally at home, when you put your

numbers in, don't put in 9%. You need

margin of safety. You need to make a

higher desired return. The more your

return, the lower the price will be, but

you need that margin of safety. Now

guys, 20, 25 years ago, I would have

bought a hype stock like Palanteer

without even thinking about it. I

wouldn't have run any numbers. I would

have just saw a stock price go up.

Somebody would told me to go buy it and

I would have absolutely bought it based

on the story. Paul, they're changing

everything. That's what I did back then.

That wasn't investing. That was

gambling. If that sounds like you, it

was everybody at some point, even Warren

Buffett. And that's exactly why we

created Everything Money. We wanted to

give the 19-year-old version of me the

tools, the strategy, and the community

that I never had. When you join EM,

you're not just getting our powerful

investing software and the super

powerful stock analyzer tool that's used

over a million times per year by our

users. You're getting a foundation. We

integrate you into the community by

watching courses so that we all have the

same foundation. We get you engaged in

our community of like-minded investors

who are all trying to level up their

investing because you need the mindset,

you need the support along with the

software and tools. Guys, this isn't for

everyone. It's just for the right ones.

So, if you're committed to investing the

right way, I encourage you to start a

7-day trial below. Click that link. We

have limited spots each day. And if

you're serious about investing, that's

the main point here. If you're serious

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long run, this is the place for you. And

guys, we're very proud. 83% of the

people who sign up for a 7-day trial end

up taking the year-long program. That's

how much they love it. So, I hit the

analyze button. The stock's currently at

180. This is why I'm apprehensive about

Palunteer. Low price of 17, high price

of 170, middle price of 57. And before

you go, I want to show you this. Let's

change the growth rate. Let's change it

from let's go 25, 35, and 45% for the

next 10 years. Let's go 40, 50, 60%

profit margin.

Let's go 20, 25, and 30 times. And guys,

look at this. It's still expensive.

unreasonable assumptions up here that

will be very very very nearly impossible

to hit and it's still expensive. So if

you come to me and say, "Paul, you don't

get it." If you come to me and say, "The

same person who said it was a great buy

at six, it's a great buy at 180, I'm

sorry, you just don't get it." I'm going

to add it to my watch list at $60 per

share. That weight notifies me when it

gets there. And you might be surprised

how fast that might happen. And guess

what? It might never happen. And I'm

okay with that. What I'm okay with is

avoiding stocks that are at the wrong

price because something that I never

even could have fathomemed happening

happened because if that's what you're

relying on every single time, you're

going to end up disappointed. Now guys,

early this year, I picked seven of my

own stocks that I own to go head-to-head

with the so-called Magnificent 7. Click

the video on your screen to see which

SEC seven stocks I bought, why I bought

them, and how they've stacked up. Guys,

the results are going to surprise you.

Thank you for your time.