PLTR: Why it Deserve to be Noticed?

ShayBoloor
08-05

Hello everyone! Today i want to share some trading skills with you!

1.

One of my highest conviction positions is reporting tomorrow -- this is what I’ll be watching for in $Palantir Technologies Inc.(PLTR)$ earnings 🧐

Earning Estimates

• Sales Est. $652M -- up 22% YoY

• EPS Est. $0.03 -- up 245% YoY

Full Year Guidance

• Sales Est. $2.7B -- up 21% YoY

• EPS Est. $0.16 -- up 73% YoY

AIP Performance: Post-AIP Con in March, there’s anticipation around how this event might translate into tangible contracts and demos. With over 1,300 bootcamps conducted, and ~40% completed in just the past three months -- the conversion of these educational sessions into revenue-generating projects is something I'm watching.

AIP’s Role Across Sectors: Commentary around ongoing and future applications of the Palantir AIP will be crucial. This includes insights into how AIP’s deployment across various sectors like energy, healthcare, and government is evolving -- particularly focusing on the platform’s role in operational efficiencies and decision-making processes.

Expanding AI Applications: Palantir's ability to deliver innovative AI solutions is increasingly vital as market skepticism about AI's ROI persists. The company's ontology-based AI model is already transforming sectors like healthcare and energy by enhancing decision-making and seamlessly integrating digital with physical assets, leading to improved operational efficiencies and heightened client satisfaction. Looking ahead, I'm interested in seeing this model extend its influence to tech companies and SMBs -- which would not only expand its market penetration but also showcase its adaptability across a broader range of industries.

Accelerating Market Deals: Palantir’s recent closure of contracts worth $630M in Q2 underscores its effective use of an ontology-based AI model. This success, highlighted by significant deals with the Army and Tampa General Hospital, marks a potential inflection point, spurred by the success of extensive bootcamp programs -- looking forward, I’m curious to see if this momentum continues as the world rapidly adopts AI.

Follow me to learn more about analysis with you!

https://x.com/stocksavvyshay

Palantir Soars 20%! What's Your Target Price After Another ATH?
Palantir's Q3 revenue exceeded analysts' expectations, and the company raised its current operating income forecast, citing strong demand for its AI software in the U.S. Palantir's Q3 revenue reached $726 million, marking a 30% year-over-year increase and surpassing market expectations. Net profit was $144 million, setting a record high ------------------- How do you view Palantir's earnings? After hitting an all-time-high, is Palantir next Nvidia? What's your target price?
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

Leave a comment
1
1