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Palantir Starts 2026 With Fresh Gains as Unconfirmed Venezuela Link and Lawmaker Trades Draw Focus

Investors weigh a lofty valuation against accelerating AIP-driven revenue growth.

Overview

  • Shares rose to $179.71 on Tuesday, up about 3.3%, extending a rebound that began the prior session.
  • Social-media speculation about a possible connection to recent U.S. action in Venezuela lifted interest, though no official link has been established and Mizuho only flagged a potential tie.
  • Public filings show multiple members of Congress traded Palantir in 2025, raising conflict-of-interest questions for lawmakers on defense-related committees and spotlighting late disclosures noted for Rep. Lisa McClain.
  • The stock gained roughly 130% in 2025 as Palantir reported 63% year-over-year revenue growth last quarter, with commercial sales up 73% to $548 million and outpacing U.S. government revenue for a fourth straight quarter.
  • Skeptics highlight extreme valuation metrics near 166 times forward earnings and over 100 times sales, with some investors, including Michael Burry, characterizing the shares as a short.