July 30, 2026
Analyst Bio:
Palantir (NASDAQ:PLTR) heads into its Q2 earnings report next Monday (August 3) with investor sentiment still subdued. The stock is down 31% year-to-date as concerns mount that AI labs could disrupt traditional software companies, while Palantir’s notoriously rich valuation has also weighed on investor enthusiasm.
However, while Rosenblatt analyst John McPeake thinks the investment debate on Palantir remains on the “moat around the business, the concomitant sustainability of growth, and valuation,” the latter point might not be the issue it is made out to be.
He notes that Palantir shares have underperformed significantly since the company delivered stronger-than-expected Q1 results on May 4.
