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NVIDIA Corporation (NVDA $196.50)
- $196.50 P/E (TTM): 40.5X Cap: $4.77T
- View NVDA Profile
- View Questions on NVDA
Celestica Inc. (CLS $569.28)
- $569.28 P/E (TTM): 57.39X Cap: $65.89B
- View CLS Profile
- View Questions on CLS
Palantir Technologies Inc. (PLTR $135.91)
- $135.91 P/E (TTM): 228.68X Cap: $350.05B
- View PLTR Profile
- View Questions on PLTR

Q: Palantir seems to be lagging many other tech names recently. What is your view on Palantir and do you see this as a buying opportunity? Or are their other names you prefer?

Thanks
Tim

Asked by Timothy on May 05, 2026

5i Research Answer:

PLTR actually saw accelerating growth this quarter, but investors focused on a single metric: US commercial sales, which did miss expectations. All other metrics, and guidance, were good. But...the stock remains super expensive, and this has held back its performance this year. It has also suffered from the 'AI-eats-software' scare. We like its growth, certainly, and it has lots of cash. But it is hard to endorse strongly at 96x earnings when other fast-growing companies such as MU are 5x earnings. We would prefer MU, CLS or NVDA.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, PLTR.

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