Prediction: 2 Stocks That'll Be Worth More Than Palantir 2 Years From Now

Motley Fool05-18

Palantir’s growth is cooling off, and its stock still looks expensive. Zscaler has room to run as it scales up its cloud-based zero-trust services. The Trade Desk will keep breaking down...

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2436905089?lang=en_US&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777406%2Fit-workers-computer.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2024-05-18 16:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2436905089","market":"fut","top_or_hot":-1,"title":"Prediction: 2 Stocks That'll Be Worth More Than Palantir 2 Years From Now","media":"Motley Fool","content":"<div>\n<p>Palantir’s growth is cooling off, and its stock still looks expensive.\n\n\n\n\n\n\n\nZscaler has room to run as it scales up its cloud-based zero-trust services.\n\n\n\n\n\n\n\nThe Trade Desk will keep breaking down...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/18/prediction-stocks-worth-more-palantir/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Prediction: 2 Stocks That'll Be Worth More Than Palantir 2 Years From Now</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\">\nPrediction: 2 Stocks That'll Be Worth More Than Palantir 2 Years From Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-18 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/18/prediction-stocks-worth-more-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir’s growth is cooling off, and its stock still looks expensive.\n\n\n\n\n\n\n\nZscaler has room to run as it scales up its cloud-based zero-trust services.\n\n\n\n\n\n\n\nThe Trade Desk will keep breaking down...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/18/prediction-stocks-worth-more-palantir/\">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":"LU0719512351.SGD","symbol_name":"JPMorgan Funds - US Technology A (acc) SGD","start_time":0,"source_url":"https://www.fool.com/investing/2024/05/18/prediction-stocks-worth-more-palantir/","article_id":"2436905089","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777406%2Fit-workers-computer.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2436905089","pubTimestamp":1716021000,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Zscaler and The Trade Desk might be better near-term growth plays.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4525":"远程办公概念","CAGR":"California Grapes International, Inc.","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","BK4543":"AI","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4579":"人工智能","BK4576":"AR","BK4588":"碎股","LU0251142724.SGD":"Fidelity America A-SGD","GOOG":"谷歌","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4574":"无人驾驶","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","GOOGL":"谷歌A","DSP":"Viant Technology Inc.","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","PLTR":"Palantir Technologies Inc.","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC"},"translate_title":"预测：两年后两只股票的价值将超过Palantir","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":1,"DSP":1,"CAGR":1,"GOOGL":0.65,"GOOG":0.61},"content_text":"Palantir’s growth is cooling off, and its stock still looks expensive.\n\n\n\n\n\n\n\nZscaler has room to run as it scales up its cloud-based zero-trust services.\n\n\n\n\n\n\n\nThe Trade Desk will keep breaking down the walled gardens of the ad market. \n\nPalantir Technologies (PLTR 0.51%) has been a divisive stock ever since it went public via a direct listing in September 2020. The bulls were initially impressed by the data mining firm's robust growth, the stickiness of its government contracts, and the growth potential of its commercial business. Its ability to aggregate data from disparate sources to help its clients make smarter data-driven decisions also made it a promising play on the artificial intelligence (AI) market.Palantir's stock has more than doubled from its opening price of $10, but it remains nearly 50% below its all-time high. Its revenue increased 41% in 2021, but grew just 24% in 2022 and 17% in 2023. That deceleration -- which missed its own goal for at least 30% growth through 2025 -- made it an easy target for the bears as interest rates rose. It mainly attributed that slowdown to choppy government spending and other macro headwinds.Image source: Getty Images.Palantir's revenue is stabilizing, and its profits are rising, but it's still worth $46.6 billion -- which gives it a frothy valuation of 17 times this year's sales.There are two less valuable tech stocks -- Zscaler (ZS -0.25%) and The Trade Desk (TTD 1.71%) -- that have the potential to eclipse Palantir's current market capitalization in just two years.1. ZscalerZscaler, which has a market cap of $26.5 billion today, provides \"zero trust\" services, which treat everyone -- including a company's CEO -- as a potential threat. Unlike many other cybersecurity companies that install on-site appliances, Zscaler only provides its tools as a cloud-native service, which is stickier, cheaper, and easier to scale.From fiscal 2020 to fiscal 2023 (which ended last July), its revenue grew at a compound annual growth rate (CAGR) of 55% as companies scrambled to upgrade their internal defenses. Like many other cloud-based cybersecurity companies, Zscaler faced a slowdown over the past year as the macro headwinds made it harder to lock large customers into longer-lasting contracts. But during its latest conference call in February, CEO Jay Chaudhry said it wasn't experiencing any \"significant pressure\" on its big deals, and that zero trust remained a \"top priority\" for many industries.Analysts expect Zscaler's revenue to grow at a CAGR of 27% from fiscal 2023 to fiscal 2026 as it overcomes those near-term challenges. Assuming it still trades at 12.5 times its trailing sales by the end of fiscal 2026, its market cap could reach $41 billion. If it's trading at a more generous 15 times sales, it would be worth nearly $50 billion.Zscaler isn't profitable on a generally accepted accounting principles (GAAP) basis yet, but it occupies a more defensible niche than Palantir, it's growing faster, and it's still trading at lower valuations than the data mining company.2. The Trade DeskThe Trade Desk, which is worth $42.8 billion, owns the world's largest independent demand-side platform (DSP) for digital ads. DSPs help advertisers automatically purchase ad space across a wide range of platforms -- including desktop PCs, mobile devices, and streaming video services. They sit on the opposite end of the supply chain as sell-side platforms (SSPs), which help publishers sell their own ad inventories.Tech giants like Alphabet's Google and Meta Platforms bundle together DSPs, SSPs, and other advertising tools, but they usually lock advertisers and publishers into their walled gardens. To tear down those walls, many companies are turning to independent DSPs like The Trade Desk to reach the \"open internet\" of other websites, apps, and streaming video services.The Trade Desk's revenue grew at a CAGR of 33% from 2020 to 2023, even as the broader advertising market grappled with the pandemic, inflation, geopolitical conflicts, and rising rates. Most of that growth was driven by the rapid expansion of ad-supported streaming video platforms. Its usage of first-party data and AI-driven ad placements also helped its clients deal with Apple's restrictions on third-party data across iOS devices.Analysts expect The Trade Desk's revenue to continue growing at a CAGR of 22% from 2023 to 2026. If it's still trading at 17.5 times sales by then, it would be worth over $60 billion by the end of 2026. The Trade Desk might initially seem as pricey as Palantir, but the ad tech leader is growing faster than the data mining company and boasts clearer competitive advantages.","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.24.0","shortVersion":"4.24.0","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/2436905089"}