How is Palantir not at $85 ?

d08 said:
Already priced in, it IPOd quite high and it's been kept a bubble for a long time, it's been trading with the expectation of explosive growth, so the numbers posted are very much in-line or below. There's plenty of companies nowadays using AI without any help from the likes of Palantir. It's not some secret-magical-technology as it was thought to be.
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Actually, what they do is not easily replicated by most corporations, i.e. finding patterns in internal data that allow for cost cutting, increasing profits, finding new profit niches, exploiting existing data assets. That is why Palantir will do around $2.5 billion in revenue this year. Also, their growth is extremely strong: last quarter Palantir put up strong top-line results. Sales grew 21% year over year to $634 million, driven by U.S. commercial revenue growing 40% year over year. The company also grew its customer count by 40% year over year, which is a good indicator of future revenue growth. A stock's price of course is always debatable, but to me this stock should not be in the low 20s. I would think it would be climbing through the 30s and 40s on its way higher.
 
Sergio123 said:
The market probably doesn't like his politics.
Need to wait for a changeout.

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maxinger said:
You cannot analyze PLTR superficially.
You cannot just listen to PLTR CEO's words only.

You have to spend significantly more time analyzing PLTR business,
its competitors, growth potential etc

Then perhaps you will know why it is not $85.
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I've done lots of research on this stock. I'm not going to do a full write up in the comments section of course, but look at its financial ratios, growth in all areas, and positioning for AI. Former NYSE trader Stephen Guilfoyle says this: Former NYSE trader and TheStreet Pro contributor Stephen 'Sarge' Guilfoyle highlighted Palantir (PLTR) as his single best trade. He cited the company's strong financials, clean balance sheet, and growing customer base as reasons for optimism, despite the apparent valuation risk.
 
mervyn said:
well, they advertised themselve as a key to track down bin laden, good job but say no more. it is a defense contractor. and the ceo is full of himself.

i sell many puts before its earnings but generally don't look at them during the dull months.

How Palantir’s tech-based patriotism and politics grew into a multi-billion dollar company
The CIA was an early investor in the company and the intelligence agency, as well as the FBI and NSA, are all clients, though Palantir has diversified into corporate work and diversified its big data across sectors including health care.
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I honestly don't look at a CEOs personality, only the results he delivers, which in Palantir's case are outstanding.
 
DaveV said:
That is NOT a minor quibble. Regarding earnings, the market only cares about three things - did the company beat expectations, meet expectations or came in below expectations. If a high growth company fails to meet expectations, expect the market to punish the stock
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Yes and no depending on the situation. If it is a big miss yes it matters, if it is a minor one there are many instances of the market overreacting. But in Palantir's case they have beaten expectations in almost every case over the last 4 quarters or so and had significant growth. So the reverse should be true, if it has large growth, and beats expectations, we should have seen 3 or 4 major pops in the last 18 months or so. But we haven't. That's why I'm puzzled.
 
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