Palantir Technologies Inc. (PLTR)
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.
Palantir: Buy On Q4 Bump, But Mind The Caveat
Palantir Technologies Inc. has shown strong price action post-earnings, with significant QoQ and YoY growth, suggesting a continued rally through FY 2025. PLTR's conservative guidance for FY 2025 sets the stage for potential revenue growth beyond the 31% target, driven by robust U.S. commercial and government segment momentum. Despite high valuations, PLTR's revenue growth and minimal debt make it a compelling investment, especially when paired with the GraniteShares 2x Long PLTR Daily ETF (PTIR).
Palantir: A Psychology Trade
Most skeptics don't get it. I believe Palantir has the strongest narrative in the US equities market today, with spectacular growth results. I believe this is just the beginning. I expect the AIP platform to increasingly sign more enterprise customers as reliability improves with more efficient LLM models (adopting MoE architectures) and more powerful GPUs, like Nvidia's B300. The latest shareholder letter shows the CEO's bold conviction, declaring all the recent events as just the beginning, the first act, of the AI revolution.
