They Said Buy
The quote trail

Joseph Carlson on PLTR

Joseph Carlson on Palantir (PLTR): the quotes, dated.

6 dated quotes about Palantir stock (PLTR), selected from all 118 Joseph Carlson 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 quote, Oct 15, 2025
+9.6%
S&P 500 (SPY), same period
+16.1%
vs the S&P 500
-6.5 pp
Latest stance, Dec 29, 2025
Risk acknowledged
Mentions found
44 in 12 of 118 videos

The short version

In October 2025 Joseph Carlson compared Palantir's price-to-sales ratio with dot-com bubble companies and said none came close. In November 2025 they called Palantir's valuation one they had never seen before in the stock market. In December 2025 they described the valuation as so extreme that it had no historical comparable. In late December 2025, ranking the best and worst stocks of 2025, they noted it was up 148% year-to-date while supporting a price-to-sales ratio above 100, and cautioned that investing in Palantir in 2026 at those valuations was a dangerous game. In August 2026 they noted Palantir's earnings report and planned to discuss it later.

Summary of the quotes on this page. Updated .

What Joseph Carlson said last · Aug 3, 2026

Mention

“Now, we also have today Palantir reporting their earnings. I'm not going to have the data to be able to go over this one by the time they report, but I'll be looking forward to talking about this one more later this week.”

Watch on YouTube · at 14:11Market Sentiment Is Quickly ChangingSee it in the timelineReport an issue

Price went up

PLTR +9.6%

Since Joseph Carlson’s first quote

No clear directional call

These quotes do not establish a clear bullish or bearish call.

PLTR from to . Price movement, not the creator’s realized return.

PLTR+9.6%
S&P 500 · SPY+16.1%
← decline 0 growth →

Price up since 5 of 6 quotes · Stock ahead of SPY: 1 of 6

Leaderboard result: Not scored (no clear directional call). How it is scored

Joseph Carlson’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.

  1. Valuation view

    In fact, looking at every single company on this list, there is not one that comes close to the valuation of Palantir on a price to sales basis. Not even close.

    See the quote Watch on YouTube · at 23:53This Monopoly Stock Keeps Getting Stronger

  2. Valuation view

    The valuation of Palantir is a valuation that I've never seen before in the stock market ever.

    See the quote Watch on YouTube · at 4:02Tom Lee On Earnings Week: The Market Will Keep Going Up

  3. Valuation view

    The valuation is so extreme that there's literally no precedence for them. There's no historical historical comparable.

    See the quote Watch on YouTube · at 28:25Here's The DCF Valuations On The Most Popular Stocks

  4. Valuation view

    It's up 148% as we speak year-to date. And surprisingly, it's been able to support a price to sales of over 100, something that I've never seen before.

    See the quote Watch on YouTube · at 16:35I Ranked The Best And Worst Stocks Of 2025

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, with numbered markers at each quoted video$100$125$150$175$200SepOctNovDecJan 2026FebMarAprMayJunJulAugSepOctfirst quote$1971234–56
Numbered dots are the quotes — click or tap one to jump to it.
PLTR · daily close, split-adjusted · 2025-09-15 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
Month endClose
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, with numbered markers at each quoted video$100$150$200SepDecFebAprJunAugOctfirst quote$1971234–56
Numbered dots are the quotes — click or tap one to jump to it.
PLTR · daily close, split-adjusted · 2025-09-15 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
Month endClose
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 Joseph Carlson said, when

  1. 1

    — Valuation view

    Frame from Joseph Carlson's video at 23:53.
    23:53

    “In fact, looking at every single company on this list, there is not one that comes close to the valuation of Palantir on a price to sales basis. Not even close.”

    Carlson was comparing Palantir's price-to-sales ratio with companies from the dot-com bubble.

    Watch on YouTube · at 23:53This Monopoly Stock Keeps Getting StrongerCopy link to this quoteReport an issue
    Close that day
    $179.62
    PLTR since
    +9.6%
    SPY since
    +16.1%
    vs SPY
    -6.5 pp
    After 1 mo,
    -2.3% -4.0 pp vs SPY
    After 3 mo,
    -4.0% -8.7 pp vs SPY
    After 6 mo,
    -18.1% -25.4 pp vs SPY
    After 12 mo,
    +9.0% -7.0 pp vs SPY
  2. 2

    — Valuation view

    Frame from Joseph Carlson's video at 4:02.
    4:02

    “The valuation of Palantir is a valuation that I've never seen before in the stock market ever.”

    Ahead of Palantir's earnings, Carlson praised its earnings, margins and customer growth before turning to its valuation.

    Watch on YouTube · at 4:02Tom Lee On Earnings Week: The Market Will Keep Going UpCopy link to this quoteReport an issue
    Close that day
    $207.18
    PLTR since
    -5.0%
    SPY since
    +13.0%
    vs SPY
    -18.0 pp
    After 1 mo,
    -6.7% -8.1 pp vs SPY
    After 3 mo,
    -31.8% -32.2 pp vs SPY
    After 6 mo,
    -28.1% -36.5 pp vs SPY
  3. 3

    — Valuation view

    Frame from Joseph Carlson's video at 28:25.
    28:25

    “The valuation is so extreme that there's literally no precedence for them. There's no historical historical comparable.”

    In a video of DCF valuations of popular stocks, Carlson called Palantir a company in cult status.

    Watch on YouTube · at 28:25Here's The DCF Valuations On The Most Popular StocksCopy link to this quoteReport an issue
    Close that day
    $181.49
    PLTR since
    +8.4%
    SPY since
    +13.0%
    vs SPY
    -4.6 pp
    After 1 mo,
    -2.4% -4.0 pp vs SPY
    After 3 mo,
    -15.6% -13.1 pp vs SPY
    After 6 mo,
    -27.9% -35.9 pp vs SPY
  4. 4

    — Valuation view

    Frame from Joseph Carlson's video at 16:35.
    16:35

    “It's up 148% as we speak year-to date. And surprisingly, it's been able to support a price to sales of over 100, something that I've never seen before.”

    Carlson was ranking the best and worst stocks of 2025.

    Watch on YouTube · at 16:35I Ranked The Best And Worst Stocks Of 2025Copy link to this quoteReport an issue
    Close that day
    $184.18
    PLTR since
    +6.9%
    SPY since
    +12.3%
    vs SPY
    -5.4 pp
    After 1 mo,
    -18.9% -19.7 pp vs SPY
    After 3 mo,
    -19.0% -14.4 pp vs SPY
    After 6 mo,
    -28.5% -36.9 pp vs SPY
  5. 5

    — Risk acknowledged

    Frame from Joseph Carlson's video at 17:41.
    17:41

    “I think you're really playing a dangerous game investing in Palantir in 2026 at these valuations.”

    Carlson said that going into 2026 Palantir carried much higher risk than ASML or Google.

    Watch on YouTube · at 17:41I Ranked The Best And Worst Stocks Of 2025Copy link to this quoteReport an issue
    Close that day
    $184.18
    PLTR since
    +6.9%
    SPY since
    +12.3%
    vs SPY
    -5.4 pp
    After 1 mo,
    -18.9% -19.7 pp vs SPY
    After 3 mo,
    -19.0% -14.4 pp vs SPY
    After 6 mo,
    -28.5% -36.9 pp vs SPY
  6. 6

    — Mention

    Frame from Joseph Carlson's video at 14:11.
    14:11

    “Now, we also have today Palantir reporting their earnings. I'm not going to have the data to be able to go over this one by the time they report, but I'll be looking forward to talking about this one more later this week.”

    Carlson was going through the week's earnings reports.

    Watch on YouTube · at 14:11Market Sentiment Is Quickly ChangingCopy link to this quoteReport an issue
    Close that day
    $125.65
    PLTR since
    +56.6%
    SPY since
    +1.9%
    vs SPY
    +54.7 pp
    After 1 mo,
    +4.2% +5.0 pp vs SPY

No quote added since · 23 later videos from Joseph Carlson · covers videos through

How to read this

Quotes are short excerpts from Joseph Carlson'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: 118 of 118 videos published since 2025-09-10 covered; 44 Palantir Technologies mentions found. Prices as of 2026-10-28.

Independent record — not affiliated with or endorsed by Joseph Carlson. Request a correction or removal