Palantir (PLTR) Looks Overpriced As RTX And Northrop Grumman Offer Stronger Defense Value
Palantir Technologies (PLTR) commands enormous attention in defense tech circles, but investor concerns center on valuation rather than the underlying business itself. The company’s growth remains heavily concentrated in the U.S. market, and its software contracts offer less revenue visibility than long-term agreements held by traditional defense contractors. That lack of visibility is a meaningful…