Detailed view for this entity.
“committing to it at scale with Palunteer as the driving force. The rapid advancement of AI models is continuing to drive the commoditization of cognition.”
“We are the only enterprise software company that made a conscious choice to focus exclusively on the latter delivering real world value for our customers by maximally leveraging these models in production.”
“The US Navy awarded Palantir a contract worth up to $448 million to modernize the ship building supply chain and accelerate delivery of naval vessels.”
“we closed uh 61 deals over $10 million. That's because of the impact that we're delivering to customers.”
“Estimated EPS 23 cents. So that's what we're looking for. A positive EPS. I think you're going to get it tonight.”
“they need to diversify just away from only government contracts. And that's literally what's going to happen next Q.”
“Palanteer reported quarterly financial results that are sending the stock price soaring. The company reported revenue that beat expectations and the company provided guidance for 2026 that also beat expectations.”
“The company reported revenue increased 70% year-over-year in the most recently completed quarter, up to $1.40 billion.”
“the company reported adjusted income from operations of 798 million in Q4 and the company was forecasting adjusted income from operations of about 697 million.”
“And over the previous two years, Palantir is proving to investors that it can gain traction inside enterprise. It can offer enterprises just as strong of value as it offers government institutions.”
“They closed a record setting $4.262 billion of total contract value in the quarter. That was up 138% year-over-year.”
“Among several other things that Palantir provides investors is an excellent pristine balance sheet which now has $7.2 billion in cash and marketable securities.”
“The company is forecasting revenue for 2026 of 7.182 billion to 7.198 billion.”
“We're expecting 60% revenue growth in 2026, which would be yet another year of accelerating revenue growth.”
“So, it's the kind of company that you can make a case for that that secure software or the secure network that they're providing has value that an LLM can't provide. So, I I think in that case, uh, Palantir makes a lot of sense.”
“If you had invested $10,000 into Palantir just three years ago, you would have over $150,000 today.”
“Palantir became valuable because it helped military and intelligence customers make better decisions in messy high-stakes environments.”
“I mean the fact that if we go like on like even the weekly chart over here, like it really kept like Palantir did pretty well when it IPO'ed and then ever since you know like 2021 the 2022 uh sort of bare market.”
“and then ever since you know like 2021 the 2022 uh sort of bare market. It really did not really go anywhere for a while and it was pretty brutal to hold.”
“Palanteer reported absolutely spectacular quarterly financial results and the stock price is down 2.7% following that earnings announcement.”
“Palanteer can afford to get creative like that because they have $6 billion over $6 billion on the balance sheet and right now they're putting it in US treasuries or government bonds or money market accounts which is probably giving them around 4% yield.”
“Palanteer is trading at a forward PE of 256.”
“and palenteer just goes up to 152”
“Palantir in the shorter term is in a downtrend. Why? Because it's been forming lower lows, lower highs.”
“Palantir has stayed above the 50 week simple moving average since May of 2023 and it's only gone below it, I believe, a few times here.”
“what's also very interesting and you may have noticed this here is we can argue a potential head and shoulders chart pattern that's been forming here on Palantir.”
“Don't get me wrong, Palantir is an excellent company. growth is phenomenal with Palantir being one of the fastest growing companies in the world right now, but the stock price is just too high.”
“Palanteer is one of the most powerful AI companies on the planet because they make some of the most powerful AI platforms on the planet.”
“This past quarter, Palanteer generated $791 million in adjusted free cash flow, which works out to a free cash flow margin of 56%.”
“Palanteer's 70% revenue growth and 41% gap operating margins gives them a rule 40 score of 111% or 127% if we use management's adjusted numbers.”
“Because Palanteer is generating so much cash at this level of growth, they've built up a $7.2 billion cash pile with zero debt.”
“Now, layer valuation on top of that. I mean, Palantir trades at over 120 times forward earnings.”
“And that's where I think there's a huge opportunity for Palanteer. If this enterprise acceleration continues, meaning the rate of increase increases.”
“looking at Palantir, looking at Flash, this is our I'm a co-founder of Flash. See the link below in the description of this video. And it's using leveraging AI to look at any company in the world. It recognized that overall Palantir has an excellent quality you know an excellent growth outlook 10 out of 10 very few companies are getting 10 out of 10 growth outlook...”
“Everyone is talking about Palantir. The stock is hot. The story sounds amazing.”
“Wendy's revenue in their US commercial division at Palantir exploded. Triple digit growth.”
“The bull case is powerful. Palantir is showing elite growth, elite profitability, growing commercial adoption, and deeper strategic relevance.”
“And if the company really is becoming an operating system for high-pressure decision-making, then the runway is massive.”
“For me, Palantir is both an AI stock and a defense stock, but even that underells it a little. I think it's becoming a decision stock.”
“That's a powerful place to be. And there are not many companies that can claim it.”