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I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.

After covering Palantir for several years, arguments over the company's valuation always seem to rise to the surface.

I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.

Published September 29, 2026 · Category: Finance

Overview

I first bumped into Palantir Technologies (NASDAQ: PLTR) about 10 years ago. At the time, I was working as an investment analyst at a business development company (BDC). While riding the Metro home after work one day, I noticed a person sitting across from me was wearing a Palantir beanie.

Given most of the deals I worked on were focused on technology start-ups, I had heard Palantir's name in passing, but I didn't really know the business. When I got home, I Googled "what does Palantir do" and instantly became curious -- tracking the company's funding rounds, investor roster, and waited anxiously for its public debut.

Details

Over the last five years, I've covered the data analytics darling through its meme-stock phase, the artificial intelligence (AI) boom, and the never-ending debate over whether Palantir stock is a bubble or a once-in-a-generation opportunity. The honest answer starts with a simple point: the usual scorecards are a misleading way to judge this company. Let me explain why.

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Source

Originally published at www.fool.com.

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