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
Comments
$Palantir Technologies Inc.(PLTR)$ JUST HIT A NEW 52-WEEK HIGH
Image