u/PuzzledBag931 · 48d agono track record yet
PLTR at ~75x sales: how do you underwrite a switching-cost moat that a government is actively trying to test?
Palantir's 75x sales multiple depends on an unproven switching-cost moat that management presents as permanent but is contingent on never being seriously tested. The NHS contract—with a break clause in 2027 and active parliamentary pressure to exercise it—will be the true test of whether the moat holds; if it fails there, the multiple collapses.
At post $170.30Now $196.75+15.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-0.5%
1w-1.8%
1m+12.8%
3m—
6m—
1y—