Updated
Updated · Yahoo Finance · Jul 31
Palantir Stock Faces August 4 Drop as P/S Ratio Stays at 61 Before Q2 Results
Updated
Updated · Yahoo Finance · Jul 31

Palantir Stock Faces August 4 Drop as P/S Ratio Stays at 61 Before Q2 Results

2 articles · Updated · Yahoo Finance · Jul 31

Summary

  • $1.81 billion in expected second-quarter sales and $0.35 EPS may still fail to lift Palantir shares after its Aug. 3 earnings report, with a drop predicted for Aug. 4.
  • A 61 price-to-sales ratio underpins the bearish call: the report argues AI leaders historically have not sustained P/S multiples above 30, while Palantir started 2026 above 100.
  • 11 straight quarterly profit beats and repeated guidance hikes suggest Palantir will likely top Wall Street forecasts again, helped by multi-year government contracts and strong U.S. defense spending.
  • 81% projected revenue growth and a 119% EPS increase highlight the tension around the stock: operating momentum remains strong, but valuation is seen as bubble territory.

Insights

With a massive new Army contract secured, can Palantir's surging commercial growth outrun its sky-high valuation expectations?
After forcing intelligence agencies to scrap custom software plans, is Palantir establishing an unbreakable monopoly in government tech?