Jonah Lupton: Palantir fundamentals strong but valuation remains challenging

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05.05.2026

Jonah Lupton: Palantir fundamentals strong but valuation remains challenging — Palantir sees strong U.S. revenue growth

Jonah Lupton, investor and market commentator at Social Media / FinTwit, shares perspective on Palantir's recent results. He notes that while the company's fundamentals are strong, its valuation and multiple make it challenging to love from an investment standpoint.

Palantir reported 85% year-over-year revenue growth and 16% quarter-over-quarter revenue growth for the recent quarter, including a 104% year-over-year increase in U.S. revenue. U.S. commercial revenue grew by 133% year-over-year, with U.S. government revenue up 84%. Operating margins reached 60%. Looking ahead, Palantir's Q2 guidance points to $1.8B in revenues.

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Lupton has commented on user and revenue growth trends in earlier coverage, noting that U.S. average revenue per user climbed over 50% year-over-year in early 2026 alongside global acceleration in user numbers and revenue gains in his recent report. He has also weighed in on speculation surrounding major corporate actions, questioning details of GameStop's rumored bid to acquire eBay. His recent analysis continues to focus on company fundamentals and valuation concerns.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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