Palantir Technologies Inc. (PLTR)
Meet the 1 Number From Palantir That May Keep This Supercharged Stock Soaring
Palantir Technologies (PLTR -0.39%) recently announced mind-blowing earnings results, from double-digit revenue growth across businesses to record deal values as well as numbers of deals. The software company has built its business over more than 20 years, but in recent times, Palantir's strength in applying artificial intelligence (AI) to real-world problems has helped demand explode higher.
Why I'm Downgrading Palantir Despite Blowout Earnings
Palantir's U.S. commercial growth is impressive, with a 64% increase, overshadowing the anemic 4% growth in Europe, raising concerns about the company's international strategy. Despite strong earnings and increased guidance, Palantir's high valuation at 60x forward sales and 333x forward earnings necessitates sustained high growth to justify its price. The company's dismissive attitude towards its European performance and potential image problems could be hindering its growth, despite the high demand for AI solutions.
Palantir's Existential Problem Is Still There
Palantir's valuation is unsustainable despite impressive business growth and adjusted metrics; GAAP figures reveal minimal actual earnings, leading to a "Sell" reiteration. Palantir's business model's existential problem - the lack of non-adjusted margins - is still there. Even with a 25% premium to today's EPS consensus for FY2025/26, the stock is overvalued. Considering that the whole business model of the firm is centered around its employees, the SAR expenses we saw as "one-time" for Q4 are likely to emerge again and again.
Stock Market This Week: PLTR Pops, GOOGL and AMZN Slip After Earnings
In a week that featured earnings from Alphabet (GOOGL) and Amazon (AMZN), it was Palantir (PLTR) that stole the spotlight as shares soared to new all-time highs following an impressive beat. Caroline Woods recaps the volatile trading week bookended by threats of increased tariffs and significant economic data.
Palantir co-founder Joe Lonsdale talks the stock's massive run
Joe Lonsdale, Palantir co-founder, joins 'Closing Bell Overtime' to talk the stock's massive run, Anduril' funding round latest, the impact of DOGE and more.
SoundHound AI or Palantir: Which AI Stock Should You Buy for Gains?
Voice artificial intelligence (AI) platform provider SoundHound AI, Inc. SOUN and software company Palantir Technologies Inc. PLTR have seen their shares increase over 800% and 400%, respectively, in the past year courtesy of the AI boom.
Why Palantir Stock Is Skyrocketing This Week
Shares of Palantir (PLTR 1.61%) were flying this week. The company's stock gained 39.3% as of 1:50 p.m.
Palantir Stock Sets Path Towards 40% Growth
Palantir Technologies Inc.'s Q4 report was nothing short of exceptional, propelling shares past the $100 milestone on a massive beat and raise with many strong growth metrics. Palantir reported $827.5 million in revenue for Q4, coming in far ahead of management's $769 million guide and $781 million consensus estimates. PLTR stock is now trading at nearly 87x TTM revenue, making other best-of-breed cloud names such as CrowdStrike and Cloudflare look cheap at 28x and 31x TTM revenue.
Palantir: Priced For Perfection (Rating Downgrade)
Palantir Technologies Inc. surged over 500% in the last year, driven by strong AI adoption and extreme investor optimism. The current valuation seems disconnected from fundamentals, posing a high-risk setup. Fourth-quarter earnings showed 36% Y/Y revenue growth, with the U.S. commercial segment leading at 64%. Customer acquisition remained strong. Palantir's free cash flows grew 70% year-over-year in Q4, outpacing revenue growth by ~2.0X, indicating improving profitability.
PLTR Signals Software's Parabolic Trend, Keep Risk of Spiral in Mind
Palantir (PLTR) beat its Mag 7 peers in having the most explosive earnings this week. The company continues to skyrocket as valuation concerns mount.
3 Stocks to Buy Following Blowout Quarterly Results
The 2024 Q4 earnings cycle continues to roll along, with a decent chunk of the S&P 500 already delivering quarterly results.
Here is What to Know Beyond Why Palantir Technologies Inc. (PLTR) is a Trending Stock
Palantir Technologies (PLTR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
