Following a breakout year, this veteran analyst sees even more upside in 2025.
Transcript:
STEPHEN ‘SARGE’ GUILFOYLE: If I could tell everyone to invest in one stock I think everyone knows what I would say. All right. I would say Palantir Technologies. The stock is up, what, 33% year to date, with the S&P 500 down 10% The stock was up 340% last year with the market down, with the market up, I think 23% I named it my stock of the year for 2024. And on December 31, I repeated that call and made it my stock of the year for 2025. It’s the only time I have ever named a stock the stock of the Year two years in a row.
And it’s basically they’re not impacted by tariffs. They are. They could be impacted by Doge, but they’re not impacted by tariffs at all. The way that defense spending seems to be going, it seems to be maybe leaning away from the hardware so much and leaning into the software, the big data driven, AI focused software, which is Palantir’s bread and butter. It’s not just the United States. It’s also that our NATO allies, it’s also our Asian allies, and it’s also corporate America. So I think Palantir, although it is by historical standards grossly overvalued. This is a company where I see sales growing exponentially over time, and I, I see them being able to grow into their per earnings ratio.
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