Palantir Is A Log Rolling Down A Hill

Seeking Alpha2023-11-22

Palantir Technologies Inc. is a big data analytics company that is performing well with the rise of artificial intelligence.The company had strong quarterly results, with its 4th consecutive quarter ...

Source Link

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.

Comments

DCHuat
2023-11-22
DCHuat
I don't understand what's your analysis at all. Might as well don't write.
- Blinkfans:
  Seeking alpha
Aivern
2023-11-22
Aivern
What a stupid analogy.
sjsjsj
2023-11-22
sjsjsj
Am in for a long term, my current pltr holding is almost 'free-of-cost'. (Bought at $9ish, sold half of my holdings at $17ish). Waiting for its inclusion into SnP500.
Tootsieroll
2023-11-22
Tootsieroll
Hahaha
xupper22
2023-11-22
xupper22
Did you mean a snowball rolling down the hill in summer? It'll only go downhill in the short term and then that roll is history.

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2385036105?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-11-22 09:40","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2385036105","market":"us","top_or_hot":-1,"title":"Palantir Is A Log Rolling Down A Hill","media":"Seeking Alpha","content":"<div>\n<p>Palantir Technologies Inc. is a big data analytics company that is performing well with the rise of artificial intelligence.The company had strong quarterly results, with its 4th consecutive quarter ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653509-palantir-is-a-log-rolling-down-a-hill\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is A Log Rolling Down A Hill</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is A Log Rolling Down A Hill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653509-palantir-is-a-log-rolling-down-a-hill><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. is a big data analytics company that is performing well with the rise of artificial intelligence.The company had strong quarterly results, with its 4th consecutive quarter ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653509-palantir-is-a-log-rolling-down-a-hill\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://seekingalpha.com/article/4653509-palantir-is-a-log-rolling-down-a-hill","article_id":"2385036105","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2385036105","pubTimestamp":1700617200,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"$Palantir Technologies Inc.(PLTR)$ is a big data analytics company that is performing well with the rise of artificial intelligence.The company had strong quarterly results, with its 4th consecutive q","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4535":"淡马锡持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4220":"综合零售","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4548":"巴美列捷福持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","PLTR":"Palantir Technologies Inc.","BK4123":"调查和咨询服务","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4547":"WSB热门概念","BK4122":"互联网与直销零售","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4559":"巴菲特持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","BK4538":"云计算"},"translate_title":"Palantir是一根从山上滚下来的木头","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":1},"content_text":"Palantir Technologies Inc. is a big data analytics company that is performing well with the rise of artificial intelligence.The company had strong quarterly results, with its 4th consecutive quarter of GAAP profitability and a 17% YoY revenue growth.Palantir's opportunity lies in its impressive software and the continued desire for it from major corporations, with the potential for increased profits and valuation.Michael ViPalantir Technologies Inc. (NYSE:PLTR) is a big data analytics company. Especially with the rise of artificial intelligence, or AI, the company has performed well recently. We think the company is in a great position. Amazon's (AMZN) Amazon Web Services, or AWS, revolutionized the compute industry, despite its higher cost per unit-compute, because of how it freed up resources for major companies.With the growth of artificial intelligence, we expect Palantir to do the same for artificial intelligence and big data.Palantir Quarterly ResultsThe company had strong results in the most recent quarter.Palantir Investor PresentationThe company had its 4th consecutive quarter of GAAP profitability in Q3. Profitability remains low, but for a growing company, it's still impressive. The company's margin of 7% is up substantially YoY. Continued improvement in margins will enable profits to grow faster than revenues that are already growing quickly. That growth in profits will justify investing today.The company's revenue managed to grow a very respectable 17% YoY and is now annualized at well over $2 billion. That was supported by incredibly strong growth in the company's commercial business as the company continues to take advantage of the artificial intelligence wave. Growing revenue and growing margins are essential for long-term returns.At the end of the day the company earned $141 million in adjusted free cash flow (\"FCF\"), or annualized FCF of more than $550 million. The company has a market cap more almost $44 billion, meaning a FCF yield of more than 1%. That shows the company's financial and cash flow strength.Palantir OpportunityThe opportunity for Palantir is based on organizations continuing to see the benefits to their operations.Palantir Investor PresentationThe company's opportunity is evident in its growth from being used by 1% of hospital beds across the U.S. a year ago. Now it is being utilized at 16% of hospital beds across the U.S.. That growth is substantial. The same kind of growth is being seen at the company's commercial partners. The company has an effective multi-stage process.First, the company incentivizes and grabs a new customer. From that point, the company rapidly grows its scale with the customers. It shows them the opportunity it offers and gains larger and larger contracts. That double-whammy of new customers and rapid revenue growth per customer results in much faster overall medical growth.The company grew its revenue 17% YoY, showing the continued desire for its products, and its profit growing even faster, shows that same desire.Palantir FinancialsAnother exciting thing is the company's commercial financial growth.Palantir Investor PresentationFor a long time, the company was the preferred partner of governments, and to be fair it remains so. It continued to offer strong solutions to governments, and continued to win massive contracts to help them modernize and improve. While that was exciting to see, that growth for the company was relatively much slower.A trend has come in the past year. Commercial companies are increasingly recognizing the company's potential, supported by the overall movement for artificial intelligence.Palantir OpportunityThe opportunity in Palantir is in the company's impressive software and the continued desire for that software from major corporations. It enables those corporations to improve their workflows and operations at a much lower cost than what it would traditionally cost them to build software operations and build out those divisions.At the same time, as revenue grows, Palantir's margins will increase. That's because the fixed costs will be increasingly spread outwards. That enables profits to increase even faster, which eventually justifies the company's valuation. That opportunity, versus Palantir's current valuation, is immense. In the meantime, the company has a strong cash position to support operations.Thesis RiskThe largest risk to our thesis is the converse. That the trend changes and companies simply don't see sufficient opportunity in the company's software offerings. Given the company's lofty valuation that its current profits don't justify, that could lead to rapid poor returns in its share price, making the company a poor investment.ConclusionPalantir Technologies Inc. is a log rolling down a hill. The pace is picking up. The company continues to see strong growth in its government business, but now, thanks to artificial intelligence, the company's commercial segment is picking up even quicker. In our view, the company offers to customers what AWS did for computing.The company's revenue is growing and its profits are growing even faster. That helps to make the company a valuable investment, as its profits continue to grow, justifying its valuation. Let us know your thoughts in the comments below.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":244238700580936,"gmtCreate":1700652495495,"gmtModify":1700652500262,"author":{"id":"3561368969006302","authorId":"3561368969006302","name":"DCHuat","avatar":"https://static.tigerbbs.com/c5625a9b9a3c29c3c09ed320c0bda56e","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"&nbsp;I don't understand what's your analysis at all. Might as well don't write.","listText":"&nbsp;I don't understand what's your analysis at all. Might as well don't write.","text":"I don't understand what's your analysis at all. Might as well don't write.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/244238700580936","repostId":2385036105,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":244277267308608,"gmtCreate":1700662045528,"gmtModify":1700662052988,"authorId":4090657250004720,"author":{"id":4090657250004720,"authorId":4090657250004720,"name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c0429cfd7889c5df2bdcbae338b96d30","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":244238700580936,"type":1,"supId":0,"prevId":0,"content":"Seeking alpha ","text":"Seeking alpha ","html":"Seeking alpha "}],"langContent":"EN"},{"id":244165349941360,"gmtCreate":1700634706611,"gmtModify":1700637021061,"author":{"id":"4097767435236930","authorId":"4097767435236930","name":"Aivern","avatar":"https://static.tigerbbs.com/3827d6c7271c872fcc616eaa9b4f7f54","vip":1,"crmLevel":3,"crmLevelSwitch":1},"htmlText":"What a stupid analogy.&nbsp;","listText":"What a stupid analogy.&nbsp;","text":"What a stupid analogy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244165349941360","repostId":2385036105,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244139414519944,"gmtCreate":1700628375112,"gmtModify":1700628380042,"author":{"id":"4110855522753532","authorId":"4110855522753532","name":"sjsjsj","avatar":"https://community-static.tradeup.com/news/5b28fa3a14f65b1818e59048a05a22ed","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Am in for a long term, my current pltr holding is almost&nbsp;'free-of-cost'. (Bought at $9ish, sold half of my holdings at $17ish).&nbsp; Waiting for its inclusion into SnP500.","listText":"Am in for a long term, my current pltr holding is almost&nbsp;'free-of-cost'. (Bought at $9ish, sold half of my holdings at $17ish).&nbsp; Waiting for its inclusion into SnP500.","text":"Am in for a long term, my current pltr holding is almost 'free-of-cost'. (Bought at $9ish, sold half of my holdings at $17ish). Waiting for its inclusion into SnP500.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244139414519944","repostId":2385036105,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244134325723360,"gmtCreate":1700627166984,"gmtModify":1700627171039,"author":{"id":"3575535431943242","authorId":"3575535431943242","name":"Tootsieroll","avatar":"https://static.tigerbbs.com/e1ec6090a100f45863daf6da5efcf9ad","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"Hahaha&nbsp;","listText":"Hahaha&nbsp;","text":"Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244134325723360","repostId":2385036105,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":244133362688096,"gmtCreate":1700626976942,"gmtModify":1700626981041,"author":{"id":"3579827147050987","authorId":"3579827147050987","name":"xupper22","avatar":"https://static.tigerbbs.com/6b13c95cf147fc91a64e304d76553827","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":2,"crmLevelSwitch":1},"htmlText":"Did you mean a snowball rolling down the hill in summer? It'll only go downhill in the short term and then that roll is history.","listText":"Did you mean a snowball rolling down the hill in summer? It'll only go downhill in the short term and then that roll is history.","text":"Did you mean a snowball rolling down the hill in summer? It'll only go downhill in the short term and then that roll is history.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244133362688096","repostId":2385036105,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":20,"commentSize":5,"repostSize":4,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2385036105"}