Time to Look at Palantir Stock?

Investment Analysis Clubs Macro Economic Trends and Risks
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https://www.morningstar.com/stocks/this-former-high-flying-stock-is-now-too-cheap-ignore

It stock is trading 24% below our fair value estimate. During the past several years, the shares typically changed hands at a premium, often a steep one. But the market’s rotation away from many of artificial intelligence’s early highflyers has driven Palantir’s stock down more than 40% from its 2025 high. We see opportunity in the pullback.

We believe that Palantir has a narrow economic moat based on switching costs and intangible assets.

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No. The company is inherently evil and the CEO is on drugs.

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Evil companies like cigarette companies are profitable and are in some of my ETFs.

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GoogleAI:

Whether Palantir is “evil” is a subject of intense debate. Critics view the company as a dangerous enabler of state overreach and surveillance, while supporters argue its data integration tools are necessary for national security, disaster relief, and corporate efficiency. [1, 2, 3, 4, 5]

The primary perspectives on the company’s moral standing include:

  • The Critics’ View: Many civil liberties advocates and tech workers criticize Palantir for enabling mass deportations via ICE contracts and contributing to predictive-policing systems. Critics argue that providing data-aggregation software used to target individuals—or even in military targeting operations—makes the company complicit in the actions of its clients. [1, 2]
  • The Supporters’ View: Proponents argue that Palantir’s software merely helps organizations make sense of massive, fragmented data. They point to the company’s crucial role in national defense, fraud detection, disaster response, and optimizing supply chains (such as helping retailers handle inventory shortages). [1, 2, 3]
  • The “Tool” vs. “Action” Debate: Palantir executives, including CEO Alex Karp, maintain that the company is not responsible for how its government and corporate clients choose to use its software. They often frame the company’s mission as protecting western democracies and serving the public good, while leaving policy and operational decisions up to the democratic process. [1, 2, 3, 4, 5]

Ultimately, the perception of Palantir largely depends on an individual’s view of the balance between national security, privacy, and corporate accountability.

I didn’t realize there was so much emoting! Tools are not inherently good or evil, users might be. It’s the same with guns, don’t blame the weapon, blame the user.

Decades ago Barbados banned guns. Citizens protested that criminals were still armed. How did that help the people?

The Captain

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We have more to fear from an armed family member than we do from a hardened criminal.

Having a gun in the home correlates to the incident rate of being killed by a loved one increasing by seven-fold.

Hawkwin

Not in favor of a ban; has guns in the home - but also knows that the home defense argument is largely specious.

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