Palantir Q1 2026：成長再加速，估值再突破——財報打爆了，股價卻跌了
PLTR Q1 2026：Rule of 40 飆至 145%、NDR 150%、美國市場首次突破 100% 成長，財報史詩級打爆。但股價財報後跌 6.59%，Forward P/E 從 75x 升到 110x+。估值清算不是結束，而是進入新階段。
PLTR
Palantir Q1 2026: Growth Reaccelerates, Valuation Re-breaks — Best Earnings Ever, Stock Still Fell
Palantir Q1 2026: revenue +85%, Rule of 40 at 145%, NDR at 150%, US revenue surpassing 100% growth for the first time. The best earnings print in company history. The stock fell 6.59%. Forward P/E climbed from 75x to 110x+. The valuation reckoning is entering a new phase.
Palantir：史詩級財報，估值清算期——你買的不是公司，是時間期望
Palantir Q4 財報亮眼：營收年增 70%、Rule of 40 達 127%、NDR 139%。但史詩級財報背後是史詩級估值——75x Forward P/E 的市場定價，讓任何一個「普通季度」都可能引爆清算。跌 30% 不代表便宜，代表泡沫從瘋狂回到偏貴。
Palantir: Epic Earnings, Valuation Reckoning — You're Not Buying the Company, You're Buying Time Expectations
Palantir Q4 blowout: 70% revenue growth, Rule of 40 at 127%, NDR at 139%. Epic earnings, but also an epic valuation at 75x forward P/E. A 30% decline does not make it cheap — it makes it merely overpriced. Five bear arguments and five rational entry conditions explained.