Aug. 15 at 11:52 PM
$PLTR PLTR Point-in-Time Valuation
In November 2025, PLTR reached an all-time high of
$207.52. Based only on the information available at the time, my estimated fair value was:
* Before Q3 earnings:
$105–110 probability-weighted
* After Q3 earnings:
$125–130 probability-weighted
The key issue was not PLTR’s fundamentals, but valuation. At
$207, the stock was essentially pricing in a Super Bull scenario well ahead of the actual results.
