Palantir Technologies Inc. (PLTR) — the peer cohort
As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.
Palantir Technologies Inc. ranks 4 of 16 in its cohort on the Closelook composite (62/100) — the cohort is led by Applovin Corp at 67/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | 62 | 62 | 89 | 12 | bull | 15.1% |
| AAPL Apple Inc. | 55 | 82 | 83 | 23 | bull | 2.2% |
| ADBE Adobe Systems Incorporated | 66 | 42 | 92 | 74 | bear | 31.9% |
| AMAT Applied Materials Inc | 54 | 43 | 77 | 30 | info | 43.6% |
| AMD Advanced Micro Devices Inc | 62 | 85 | 51 | 21 | bull | 6.8% |
| AMGN Amgen Inc | 53 | 61 | 83 | 45 | watch | 15% |
| AMZN Amazon.com Inc | 50 | 62 | 53 | 44 | watch | 12.5% |
| APP Applovin Corp | 67 | 3 | 98 | 44 | info | 56.9% |
| ARM Arm Holdings plc American Depositary Shares | 55 | 51 | 67 | 9 | info | 41.5% |
| ASML ASML Holding NV ADR | 60 | 54 | 83 | 22 | info | 18.5% |
| AVGO Broadcom Inc | 55 | 37 | 87 | 34 | info | 29.8% |
| AXON Axon Enterprise Inc. | 32 | 40 | 28 | 11 | bear | 42.9% |
| CDNS Cadence Design Systems Inc | 52 | 22 | 83 | 20 | bull | 32.6% |
| COST Costco Wholesale Corp | 48 | 31 | 43 | 27 | watch | 18.5% |
| CPRT Copart Inc | 53 | 22 | 69 | 45 | bear | 40.8% |
| CRM Salesforce.com Inc | 63 | 68 | 73 | 57 | bull | 9.5% |
Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-18
Quick answers
Who are Palantir Technologies Inc.'s peers in the Closelook universe?
The cohort is drawn from shared Closelook index membership first, then sector: Apple Inc. (AAPL), Adobe Systems Incorporated (ADBE), Applied Materials Inc (AMAT), Advanced Micro Devices Inc (AMD), Amgen Inc (AMGN), Amazon.com Inc (AMZN), Applovin Corp (APP), Arm Holdings plc American Depositary Shares (ARM) and others.
How does PLTR score against its peers?
Palantir Technologies Inc.'s composite reads 62/100, ranking 4 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is Applovin Corp at 67/100. Closelook scores are research diary readings, not ratings or advice.
Mentioned on Closelook
Where PLTR appears in the diary — 18 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Application Software: The SaaSpocalypse MapVertical agents, copilots, and which enterprise software companies survive AI disruption — and which don't.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
Agentic growth 45% Agentic visibility 7 yrs 2yr — "too dynamic, can't forecast" 12yr — "platform lock-in, Palantir model" 14x Implied agentic multiple Platform Pricing model implied PLTR-like Comparable Layer 3 Sum-of-parts: the blended…
- Agentic Application Software: The SaaSpocalypse Map
Palantir (PLTR) · ServiceNow (NOW) · SAP (partial — ERP data locked in) Productivity & Collaboration Adapt or die — copilots vs replacement Microsoft owns the distribution channel: 365 + Copilot captures the vast majority of enterprise…
- Palantir Breaks the Channel
PLTR — Palantir Technologies · Daily · breakout from the near-term descending channel The descending channel off the late-2025 high, three higher lows along the lower rail (arrows), and Friday's close at 156.54 — up 9.21% — piercing the…
- The SaaS Litmus Test: Is The March Bottom Real?
- AI Bull Market — The 2026 Verification Phase
Feb 10 Palantir (PLTR) AIP ROI Metric: Look for "Time-to-Value" metrics.
101 and glossary
- Work-as-a-Service: The Post-SaaS Business Model
Key Companies CRM Salesforce Agentforce — success credit model pioneer PLTR Palantir AIP — outcome-based pricing for enterprise AI NOW ServiceNow Agent-based workflow completion pricing SNOW Snowflake Consumption-based model template
Dailies
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
Context; state and memory; systems of record SNOW, Databricks, MDB, SAP, CRM, ORCL, PLTR 2 · Permit controlled action Can it act with the correct authority through real workflows?
- Options Diary — Everything Got More Time, Except the One That Didn’t
Two January 2027 short puts were rolled out to June 2027 at a net credit — NBIS up a strike to 160, PLTR flat at 150 — while IONQ's puts were closed outright with no replacement, the one position in the book given no extension at all.
- Payrolls went negative, the bond veto died on appeal, and software went vertical
- Enterprise AI — Intelligence Is Abundant. Authority Is Not.
- Palantir +27%, and the market buys back the exact corner it sold
PLTR trades around 159.2, up close to 27% from Monday's 125.65 close — roughly double the after-hours reaction, and well through the descending line off the November high that had capped every rally since.
- The ones that hadn't moved — hyperscalers surge, MMYT takes its line, QQQ presses the decision line
PLTR reports after the close with the street near $0.35 on roughly $1.81 billion.
- The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonight
PLTR referees the agentic-software cohort, where names have been accumulating into the print; a fourth sold beat would confirm the regime flip, a bought one would break it.
- Rubin surges as vol complex splits and Europe extends gains
The Pattern Scanner showed 28 active signals, all top hits flagging support-confluence in defensive and industrial names — NOC, MCD, LMT, PLTR — most carrying red regime labels.
Related in the Closelook universe
- AAPL Apple Inc.
- ADBE Adobe Systems Incorporated
- AMAT Applied Materials Inc
- AMD Advanced Micro Devices Inc
- AMGN Amgen Inc
- AMZN Amazon.com Inc
- APP Applovin Corp
- ARM Arm Holdings plc American Depositary Shares
- ASML ASML Holding NV ADR
- AVGO Broadcom Inc
- AXON Axon Enterprise Inc.
- CDNS Cadence Design Systems Inc
- COST Costco Wholesale Corp
- CPRT Copart Inc
- CRM Salesforce.com Inc
- CRWD Crowdstrike Holdings Inc
- CSGP CoStar Group Inc
- CTAS Cintas Corporation
- DDOG Datadog Inc
- DOCN DigitalOcean Holdings Inc