Articles like this clearly sho

2022-04-22

Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year.

Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.

Palantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy

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Comments

KittyBruno
2022-04-22
KittyBruno
Obviously, walking on two legs is more stable, and even if there is a loss in one aspect of the business, it has other business to make up for.
CatherineGunter
2022-04-22
CatherineGunter
Now it seems that the company is finally no longer crippled and has made good progress in both government and business.
BorisBack
2022-04-22
BorisBack
Indeed, the company has always been a bit mysterious, and it should spend more resources to promote itself.
无极阿尔法
2022-04-22
无极阿尔法
Cheer! keep it up
GuSen
2022-04-22
GuSen
[LOL]
kkchang
2022-04-22
kkchang
ok

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That means they not only retain their contracts, they upsell it year over year.</p><p>Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.</p></body></html>","htmlText":"<html><head></head><body><p>Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year.</p><p>Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.</p></body></html>","text":"Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year. Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.","highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9082705970","repostId":2229413936,"repostType":2,"repost":{"id":"2229413936","kind":"news","pubTimestamp":1650595865,"share":"https://www.laohu8.com/m/news/2229413936?lang=&edition=full","pubTime":"2022-04-22 10:51","market":"us","language":"en","title":"Palantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2229413936","media":"TipRanks","summary":"Macro tailwinds are often a good way for ailing stocks to get a boost, and unfortunately, war can be","content":"<div>\n<p>Macro tailwinds are often a good way for ailing stocks to get a boost, and unfortunately, war can be a tailwind too. At least that is what RBC’s Rishi Jaluria thinks Ukraine war will do for struggling...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-war-tailwinds-boost-the-short-term-case-but-the-stock-isnt-a-buy/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"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>Palantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy</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\">\nPalantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/palantir-war-tailwinds-boost-the-short-term-case-but-the-stock-isnt-a-buy/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macro tailwinds are often a good way for ailing stocks to get a boost, and unfortunately, war can be a tailwind too. At least that is what RBC’s Rishi Jaluria thinks Ukraine war will do for struggling...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-war-tailwinds-boost-the-short-term-case-but-the-stock-isnt-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4547":"WSB热门概念"},"source_url":"https://www.tipranks.com/news/article/palantir-war-tailwinds-boost-the-short-term-case-but-the-stock-isnt-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229413936","content_text":"Macro tailwinds are often a good way for ailing stocks to get a boost, and unfortunately, war can be a tailwind too. At least that is what RBC’s Rishi Jaluria thinks Ukraine war will do for struggling Palantir (PLTR) stock.“We believe as the war drags on, governments around the world are increasing their defense spending (including against cyber-attacks) and we expect Palantir to be a beneficiary of this trend,” the analyst said. “We do believe this could be only a short-term tailwind, but in our view could be enough to accelerate the Government business.”That is not evident so far, however. Going by RBC’s US federal government spending tracker, no new contracts have been awarded yet, although Jaluria notes the US federal budget was not finalized until mid-March while non-US Government - which accounted for 24% of CY21 Government revenues - could “see upside” before the US.There are other developments which provide Jaluria with a less bearish slant over the near-term. The company has signaled that it will probably bring to an end its “controversial” SPAC investments. The revenue pumping exercise has been a “red flag,” and Jaluria is “encouraged” to see the company bring them to a halt.That said, Jaluria’s long-term concerns remain. The war could boost the company’s prospects in the short-term but there are questions on the “sustainability of potential tailwinds for the Government business.” There’s also growing competition, in particular from Databricks, Dataiku, and DataRobot. And while the company has shifted its stance on the SPAC deals, Jaluria still anticipates the amount of revenue which the SPACs account for will continue to increase (before making up a smaller portion of the commercial backlog).Nevertheless, with the shares down 32% year-to-date, the RBC analyst upgraded his rating on PLTR from Underperform (i.e. Sell) to Sector Perform (i.e. Hold). Jaluria’s price target also moves higher – from $9 to $12, yet the figure still represents a modest 3% downside.Overall, based on a mixed bag of ratings comprising 5 Holds, 3 Buys and 1 Sell, the analyst consensus rates this stock a Hold. 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keep it up","text":"Cheer! keep it up","html":"Cheer! keep it up","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":101357895,"commentId":"101357895","gmtCreate":1650605240902,"gmtModify":1663247493152,"authorId":3581847021927100,"author":{"id":3581847021927100,"idStr":"3581847021927100","authorId":3581847021927100,"name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9082705970,"objectIdStr":"9082705970","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[LOL]","text":"[LOL]","html":"[LOL]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":101356152,"commentId":"101356152","gmtCreate":1650598126232,"gmtModify":1663247488331,"authorId":3584436939205570,"author":{"id":3584436939205570,"idStr":"3584436939205570","authorId":3584436939205570,"name":"kkchang","avatar":"https://static.tigerbbs.com/3d6aa2135c7d0082a82e328633884f7f","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.04","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9082705970,"objectIdStr":"9082705970","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9082705970"}