Company
Palantir
- Episodes
- 26
- Share
- 2.6%
- Shows
- 24
- Net sentiment
- +0.21
Up from 1.6% of episodes in the weeks before; net sentiment was −0.09.
Bullish 11Mixed 1Neutral 7Bearish 7
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Palantir. Longest episodes first.
Bullish 11
- Goldman upgrade to buy; Cramer sees long-term upside to 250.9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · Squawk on the Street · Oct 8
- Provides structured data access and orchestration that growing numbers of enterprise agents will require.AI Agents Are About to Reshape the Economy - Here's Who Wins · Milk Road Stocks · Oct 9
- Holding higher highs after a Goldman upgrade and added to position on strength.AS SOME THEMES BREAK DOWN, OTHERS EMERGE… | Your Money Podcast Ep. 611 · Revere Asset Management - Your Money · Oct 9
- Shares hit record high on strong revenue growth and analyst upgrades.Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26 · CNBC's "Fast Money" · Oct 9
- Praised as an outcome-driven company whose product plus engineering model proved valuable.Ex-Palantir Vet: Your AI Problem Is Really a Data Problem · Media and the Machine · Oct 8
- Sovereignty boot camps were oversubscribed, showing strong enterprise demand for owned intelligence.How open models change the economics of AI · The Deep View: Conversations · Oct 9
Show 5 moreShow fewer
- Up 60% in Q3 as the software-disruption narrative flipped to a rally.Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · The Real Eisman Playbook · Oct 9
- Ives rates Palantir outperform with a $250 price target.Daniel Ives is Back on the Apple Beat - MOSK: 10.08.2026 · Mac OS Ken · Oct 8
- Goldman upgrade and Barclays initiation pushed shares to a new all-time high.108 Wealth Weekly Market Wrap – 10 Oct 2026 · Weekly Markets Brief from 108 Wealth · Oct 10
- Goldman Sachs was cited as talking very positively about the company.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
- Rallied above the 200 strike and ended the run strongly after a month of gains.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
Bearish 7
- Kiriakou argues Palantir's government software gives intelligence agencies access, raising privacy and security concerns.CIA Whistleblower: “The Shadow Government Is Real” - John Kiriakou - #1160 · Modern Wisdom · Oct 8
- Host criticizes Palantir as enabling a surveillance state and trading away freedom.Peter Thiel, Palantir and Flock Cameras—Are We Trading Away Our Freedom? | EP159 | The White House Podcast LIVE 🏛🔴 · The White House · Oct 8
- Valuation far exceeds revenue; claims of battlefield success appear overstated.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- Valuation outpaces revenue, its business model is opaque, and it relies on retail investor enthusiasm.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Its cyber war work with the Defense Department and CEO's 'technological republic' book are criticized.The Rise and Fall of the Artificial State (w/ Jill Lepore) | TCHR · The Chris Hedges Report · Oct 8
- Named by Owens as a potential target for congressional investigation.When CEOs Brag About Price Hikes, Groundwork Collaborative Is Listening · Listen to the Story · Oct 7
Neutral 6
- Mentioned as a contested defense technology company in the wider discourse.WarTalk: AutoWarCom + Project Meridian · ChinaTalk · Oct 5
- Mentioned as a notable non-traditional contractor that did well in the Iran conflict.Can the Pentagon Afford the Defense Tech Boom? | Goat Rodeo Ep. 67 · Goat Rodeo · Oct 7
- Its CTO discusses AI targeting and regulation; company did not sign the AI pledge.Sec. Markwayne Mullin, Sen. Chris Murphy, Sen. John Barrasso · Face the Nation with Margaret Brennan · Oct 11
- Mentioned as one of the AI partners Accenture works with.Data is the Hard Part | Building AI Tools for the Military · ChinaTalk · Oct 6
- Co-founded by Lonsdale; discussed in the open-weight model dispute with Anthropic.The $hadow Warrior: Joe Lonsdale On Funding Futuristic Defense · Everyone Talks To Liz Claman · Oct 10
- Mentioned as an upgrade by Goldman and as a Boeing partner.CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26 · Squawk on the Street · Oct 8
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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