$PLTR
Palantir earnings today after the bell 🥶
This will be my 18th quarter covering the company and things have changed dramatically from 4 years ago.
Street is expecting $0.17 of EPS and $1.09B of revenue.
I believe Palantir will beat both of these numbers and grow revenues 50%+ this quarter.
Now, the stock has made a move to ATHs before earnings, so I’m not sure how good the beat will need to be for the street.
As always, Palantir is a company that I genuinely care more about the actual company fundamentals more than the stock as the company is up 25x from the lows of 2022. I also plan to hold the name for a very long time so seeing consistent growth is the most important for me.
A strong topline beat, guidance raise for 2025, increased operating margins, and overall customer count will be important.
Ultimately, I believe that if the foundation model companies are getting higher valuations, then the company that is:
- actually profitable
- showing business usecases via AI in the enterprise
- and the single most important enterprise stack according to Jensen…
likely deserves to be one of the premier names in AI.
No other company is growing as fast or with the types of margins that Palantir is growing with.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Merle Ted·11-04Profit taking then we rip. That report was an absolute banger. The same people paying for the AstroTurf protest movement are behind the shills and bots.LikeReport
- ZOE011·11-04It's refreshing to see such faith in Palantir's fundamentalsLikeReport
- Mortimer Arthur·11-04Palantir is heading towards the 250 level.LikeReport
