Samlunch
11-05
$Palantir Technologies Inc.(PLTR)$  


$PLTR

Some stats from earnings that went under-looked in Palantir's Q3 earnings but are very, very, very bullish for Palantir's growth trajectory:

- Average revenue per client went up for the SECOND quarter in a row, now at $2.38M/client ✅

- Stock based compensation is now BELOW 20% of revenues ✅

- Adjusted free cash flow is now going to be $1B+ in FY 2024, up from the low end expectations of $800M ✅

- Adjusted operating margins went to 38%, accelerating for the 5th quarter in a row ✅

Whatever happens to the stock will be up to how the market wants to price Palantir, but fundamentally the BUSINESS itself is growing in a very healthy way with a prioritization on margins, efficiency, and fiscal responsibility.

$4.6B in cash now with no debt gives Palantir one of the best balance sheets in the market.


Palantir Soars 30%! 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?
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