TheStrategist
11-04
Semis are poised for a turn around and ready for an all time highs!
Revenue Nearly Doubles, Yet Shares Slip — Has Palantir Priced It All In?
Palantir fell 3.13% Monday and another 2.99% after earnings despite Q3 revenue of $2.313B, up 96%, and adjusted EPS of $0.44 beating estimates. U.S. commercial revenue surged 148% to $984M; adjusted free cash flow reached $1.22B at a 53% margin. Full-year revenue guidance rose to $8.530B–$8.534B. Bulls cite accelerating commercial growth and cash generation; bears say the valuation already prices in years of gains. Which best supports further upside: U.S. commercial growth, government contracts, or free cash flow?
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