since software sector is weak,

since software sector is weak, it's going down after earnings. but then go back to 200 by year end. fair valuation 150. this is a top dog stock. any sell off will be met by buyers at 120 and 100.

Palantir Down 18% YTD😭 Can Earnings Send PLTR Back Toward $200?

Palantir is down nearly 18% in 2026, echoing an early-2024 slump that later reversed into a 340% full-year rally. With Q4 2025 earnings due Feb 2, expectations are high: revenue above $1.34B, adjusted EPS over $0.23, and 2026 growth >43%. Bulls argue the post-Q3 selloff was non-fundamental, driven by high-beta software de-risking, while Palantir remains a direct beneficiary of accelerating enterprise AI adoption—unlike more cyclical legacy software peers. Will Palantir stage a comeback? Can this earnings repeat Meta’s AI rally? Is $200 easy to hit in 2026? Is Palantir AI beneficiary?

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