Burry Questions Palantir CEO's Travel Expenses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy PLTR?
Source: Benzinga
- High Travel Expenses: Palantir CEO Alex Karp's travel expenses reached $17.2 million in 2025, doubling from $7.7 million in 2024, raising concerns among investors about the company's financial management and resource allocation.
- Flight Time Analysis: Analyst Brent Thill's calculations suggest that with a mid-sized jet, Karp's $17.2 million expenditure translates to approximately 2,457 flight hours annually, equating to about 28% of the year spent in the air, which raises questions about the necessity of such extensive travel.
- Peer Comparison: Burry highlighted the stark contrast between Karp's travel costs and those of other tech CEOs, indicating potential mismanagement of company resources that could undermine investor confidence in Palantir.
- Stock Price Forecast: Burry also presented a technical analysis suggesting a potential 58% downside for Palantir's stock, with a target price range of $50 to $60, intensifying market concerns regarding the company's future performance.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 133.020
Low
50.00
Averages
192.88
High
255.00
Current: 133.020
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Commercial Customer Expansion: Palantir has increased its U.S. commercial customer base from under 20 five years ago to over 500 today, with the latest quarter's U.S. commercial contract value exceeding $1.3 billion, marking a 67% year-over-year increase, showcasing its successful business transformation.
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- Significant Stock Growth: Palantir's shares have surged 1,200% over the past three years, driven by consistent earnings growth and positive outlook on demand, attracting early investors' interest.
- Valuation Concerns: Despite the impressive stock rise, high valuation has caused some investors to worry, leading to a 25% decline in stock price this year, reflecting market caution regarding future demand.
- Commercial Customer Expansion: Palantir has increased its U.S. commercial customer base from under 20 five years ago to over 500 today, with the latest quarter's U.S. commercial contract value exceeding $1.3 billion, marking a 67% year-over-year increase, showcasing its successful business transformation.
- AI Platform Driving Growth: The launch of Palantir's Artificial Intelligence Platform (AIP) in 2023 provides customers with a fast and cost-effective way to implement AI, further boosting revenue growth and enhancing market competitiveness.
See More
Market Analysis: Software vs. Value Stocks
- Market Situation: As of February 13, 2026, software and AI stocks are facing sell-offs, while value stocks are trading at a high price-to-earnings ratio of 50, indicating a divergence in market sentiment towards different stock types.
- Investor Sentiment: The decline in software and AI stocks reflects investor concerns over high-valuation tech stocks, potentially leading to a shift in capital towards more value-oriented investments, thereby impacting overall market dynamics.
- Value Stock Performance: Despite economic uncertainties, value stocks continue to perform strongly with a P/E ratio of 50, indicating sustained market confidence and demand for these equities.
- Future Outlook: As the market adopts a cautious stance towards tech stocks, investors may reassess their portfolios, shifting towards more stable value stocks to mitigate potential market volatility.
See More
Palantir Technologies Reports Impressive Financial Growth
- Revenue Doubling: Palantir doubled its revenue between 2020 and 2023, marking its first year of net profit in 2023, which highlights its growth potential and strong market demand in the defense-tech sector.
- Government and Commercial Revenue Surge: In Q4 2025, revenue from the U.S. government rose 66%, while commercial revenue from U.S. clients soared 137%, indicating widespread application and demand for Palantir's products across various sectors.
- Total Contract Value Surge: Palantir's total contract value jumped 138% to $4.26 billion in 2025, reflecting the company's competitive edge and increased client trust in its offerings.
- Improved Cash Flow Position: By the end of 2025, Palantir had $7.2 billion in cash and short-term Treasury securities, marking a significant improvement in its financial health and enhancing its flexibility for future investments and expansions.
See More
US Stock Markets Rise on Strong Economic Data
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.
See More
Palantir's Financial Performance Sparks Debate
- Significant Financial Growth: Since its IPO in 2020, Palantir has doubled its revenue from 2020 to 2023, achieving its first net profit in 2023, indicating strong growth potential in the defense-tech sector.
- Improved Capital Structure: By 2025, Palantir's cash and short-term Treasury securities reached $7.2 billion, marking a significant turnaround in its financial health and reflecting robust demand for its software.
- Market Reaction Volatility: Although Palantir's stock surged to $45 in 2021, it fell to $6 in 2022 due to capital raising needs, highlighting market sensitivity to its funding requirements.
- Popularity of AI Tools: Palantir's AI-enhanced tools gained immense popularity, driving sales growth, and the company reported a profit of $1.63 billion in 2025, demonstrating improved profitability.
See More
Big Tech Drives Market Higher Amid Key Earnings
- Tech Stocks Surge: Nvidia's shares rose 2% following a multiyear partnership with Meta, which will utilize millions of Nvidia chips for its data center expansion, thereby enhancing its competitive edge in the tech sector.
- Oil Price Impact: WTI crude oil prices increased by 3.4% amid concerns over potential hostilities between the U.S. and Iran, raising costs for gasoline, transportation, and goods, which could negatively affect several stocks in the portfolio.
- Cybersecurity Concerns: Despite Palo Alto Networks exceeding earnings expectations, its stock fell 7.3% due to ongoing fears that AI could erode its market share, although the CEO argues that increased AI usage will drive demand for security solutions.
- Pharmaceutical Breakthrough: Bristol Myers' FDA-approved drug Camzyos has contributed to a 27% stock price increase over three months, but setbacks in trials for its Alzheimer's treatment raise investor caution regarding future performance.
See More
