Jeremy Lefebvre on Palantir (PLTR): the quotes, dated.
15 dated quotes about Palantir stock (PLTR), selected from 123 of the 124 Jeremy Lefebvre videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with PLTR’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- PLTR close, 2026-10-28
- $196.81
- Price since the first forecast, Sep 15, 2025
- +15.0%
- S&P 500 (SPY), same period
- +16.9%
- vs the S&P 500
- -1.9 pp
- Latest stance, Aug 26, 2026
- Valuation view
- Mentions found
- 745 in 94 of 123 videos
The short version
In September 2025 Jeremy Lefebvre said Palantir was setting up for a horrible 2026 to 2030. In October 2025 they flagged massive risk once revenue growth decelerated, described a PLTZ hedge against it, and said they had sold most of their shares, keeping 1,000. In November 2025 they sold a Palantir hedge in their private portfolio and said they were not looking to add more. In December 2025 they called the valuation a concern. In January 2026 they expected it to fluctuate between 125 and 225. In June 2026 they called it interesting as a buy, while in August 2026 their base case showed little or no return through 2030.
Summary of the quotes on this page. Updated .
What Jeremy Lefebvre said last · Aug 26, 2026
Valuation view
“Base case, my base case for Palantir, 35% growth next year, then down to 25%, then 20%, 15%, right? 45% net income growth, 35% net income growth, 30%, 25%, right? And then I have them at a 30 to 35 PE come 2030. So, you know, in this scenario, basically there's no return for Palantir or a slightly negative return, right?”
Position changed
The quotes move from bearish to bullish views over time.
PLTR from to . Price movement, not the creator’s realized return.
Price up since 15 of 15 quotes · Stock ahead of SPY: 8 of 15
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Jeremy Lefebvre’s price target and valuation calls on PLTR
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
If I ran Palantir projections 3 years ago, Palantir was a steal deal. Like absolute steel deal. I could run my bull case, my base case, and my bare case, and all of them said bu…
Price target
And so, you know, when that stock was going 200, I made a prediction that Palantir would basically kind of be a stagnant stock for years, right? And I think that's what's going…
Valuation view
Base case, my base case for Palantir, 35% growth next year, then down to 25%, then 20%, 15%, right? 45% net income growth, 35% net income growth, 30%, 25%, right? And then I hav…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
PLTR · daily close, split-adjusted · 2025-08-18 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $157 |
| 2025-09-30 | $182 |
| 2025-10-31 | $200 |
| 2025-11-28 | $168 |
| 2025-12-31 | $178 |
| 2026-01-30 | $147 |
| 2026-02-27 | $137 |
| 2026-03-31 | $146 |
| 2026-04-30 | $139 |
| 2026-05-29 | $157 |
| 2026-06-30 | $117 |
| 2026-07-31 | $123 |
| 2026-08-31 | $186 |
| 2026-09-30 | $187 |
| 2026-10-28 | $197 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
PLTR · daily close, split-adjusted · 2025-08-18 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $157 |
| 2025-09-30 | $182 |
| 2025-10-31 | $200 |
| 2025-11-28 | $168 |
| 2025-12-31 | $178 |
| 2026-01-30 | $147 |
| 2026-02-27 | $137 |
| 2026-03-31 | $146 |
| 2026-04-30 | $139 |
| 2026-05-29 | $157 |
| 2026-06-30 | $117 |
| 2026-07-31 | $123 |
| 2026-08-31 | $186 |
| 2026-09-30 | $187 |
| 2026-10-28 | $197 |
What Jeremy Lefebvre said, when
- 1
— Avoid
36:53 “I mean, this stock is setting up for a horrible 2026 to 2030. But once again, over the next 3 to 9 months, it's anybody's best guess what happens with Palantir.”
He said he would not touch Palantir at current prices, citing a forward P/E near 295, and said this is why he had sold most of his shares and kept 1,000.
- 2
— Risk acknowledged
15:55 “This comes from somebody that was an aggressive buyer of Palantir stock and made a fortune of money on Palantir stock. right? Treated me phenomenal. But Palantir comes with massive risk at this point in time. The massive risk in regards to Palanteer is As soon as that revenue growth starts to decelerate”
Corrected · corrections log
- 3
— Short / hedge
22:57 “Now I also have another hedge in the public account as well. This one PLTZ. This is 2X leverage against Palantir stock. This one scares me.”
He was describing hedges in his public account and called the PLTZ position a bet on market weakness. He added that Palantir could go to 200 if it reported revenue growth in the mid-50s or above.
- 4
— Disclosed sell
33:10 “That's why I sold the far majority of my shares of Palantir this year, because I just run the numbers and the numbers say, dude, got to cash. Like so that's what I do. So you might say, "Why didn't I sell it all?" I got a little 1,000 shares left.”
He refers to sales made earlier in 2025; about 1,000 shares remain.
Corrected · corrections log
- 5
— Mention
30:58 “I just sold my Palantir hedge in my private portfolio. Also, right now, I no longer am hedged against the stock. Uh stock might have more downside ahead, but I just don't feel super comfortable betting against Palantir.”
Corrected · corrections log
- 6
— Valuation view
23:26 “If I ran Palantir projections 3 years ago, Palantir was a steal deal. Like absolute steel deal. I could run my bull case, my base case, and my bare case, and all of them said buy Palantir.”
He describes what his Palantir projections showed about three years earlier.
Corrected · corrections log
- 7
— Not buying more
28:42 “Palantir, obviously not looking to add any more Palantir. This this thousand shares I'm just trying to really hold it for the super long term, just in case like Palantir becomes a trillion dollar market cap.”
Corrected · corrections log
- 8
— Risk acknowledged
22:10 “Going to still be putting up amazing numbers next year, but in my opinion, but the valuation, that's a concern. So, you know, Palantir I like it, but I don't love it, right?”
Discussing his favorite software stocks for 2026, he said Palantir has a valuation problem rather than a business problem.
- 9
— Conditional
41:10 “Palantir is a wild card. You know, Palantir I could see being dead money for the next three years and we look out and it's still around the same price it is right now. But if they kept growing at let's say a 40 plus% revenue growth clip, 45% 50%. There could be upside in Palantir over the next 3 years.”
Part of a run-through of which stocks he thought had the most upside.
- 10
— Price target
35:46 “And so, you know, when that stock was going 200, I made a prediction that Palantir would basically kind of be a stagnant stock for years, right? And I think that's what's going to happen. The stock will fluctuate. It will go, you know, I think it'll go 125 to 225, and it'll just kind of like fluctuate.”
While going through every investment he owns, he discussed Palantir trading around $167 after falling from above $200.
- 11
— Mention
38:45 “I was a little early on Palantir. I didn't buy at the absolute lows. Uh you know, I think When I started buying Palantir, it might have been 12 bucks, 14 bucks. Then I bought at 10, 8, 7.”
Corrected · corrections log
- 12
— Named as a pick
38:01 “But I I think actually Palantir is actually interesting as a buy. And I haven't thought that for the longest time.”
He had just said Palantir was attractively priced, though he did not know what the stock would do short term if revenue growth was peaking and starting to slow.
- 13
— Mention
16:56 “Have SAS stocks finally bottomed? We'll speak about ServiceNow and Salesforce and Palantir. and all these sorts of stocks. Then we'll talk about the perfect easy money stock to buy now, okay? So, first off, listen. I hope they've all bottomed. So, I have some substantial positions in the public account that are SAS related. right?”
Corrected · corrections log
- 14
— Risk acknowledged
11:39 “let's say you want Palantir to go $300, $400, $500 a share. What makes it very difficult to get it there is customer accounts going to start slowing significantly next year.”
He said valuation was no longer the main concern and called a 75 to 85 forward P/E rich next to the market but not next to Palantir's growth.
- 15
— Valuation view
9:49 “Base case, my base case for Palantir, 35% growth next year, then down to 25%, then 20%, 15%, right? 45% net income growth, 35% net income growth, 30%, 25%, right? And then I have them at a 30 to 35 PE come 2030. So, you know, in this scenario, basically there's no return for Palantir or a slightly negative return, right?”
He was going through his bull, base and bear case projections for Palantir through 2030. He said the bear case showed large losses.
No quote added since · 18 later videos from Jeremy Lefebvre · covers videos through
Other creators on PLTR
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How to read this
Quotes are short excerpts from Jeremy Lefebvre's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is PLTR's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 123 of 124 videos published since 2025-09-10 covered; 745 Palantir Technologies mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Jeremy Lefebvre. Request a correction or removal