$Palantir Technologies Inc.(PLTR)$
Crystal ball crystal ball š®, tell me what you see?
Is there going to be more Volatility? [Smug]
*Please google Lord of the Rings and Palantir if you can't catch the connection.
Today's the day for PLTR's Q2 earnings (before market open) and I'm not expecting much to be honest.
PLTR's earnings surprise history has not been impressive. Earnings lagged in two of the trailing four quarters, matched once and beat once, delivering an earnings surprise of -16.7%, on average.
- Expected revenue is pegged at $470 million, indicating 25.1% year-over-year growth, though still shy of 30% targeted annual growth.
- The consensus mark for earnings is pegged at 3 cents per share, indicating a year-over-year decline of 25%
Stock price has risen from its $6.7 lows in May to close at $11.45 last Fri (First plot). This was to my liking as my call option expired worthless at $12 strike for 5 Aug. I would like to carry on selling covered calls where possible.
Will it continue uptrend? I will be surprise if it continues and probably the macro enviroment will impact. Right now, stock price is still "overvalued" just based on forward PE (~63) vs industry competitors. For e.g. $Salesforce.com(CRM)$ See second plot.
Bullish or Foolish? - Increasing Headcount
Palantir is significantly accelerating its pace of hiring this year to help meet ambitious sales goals, defying convention when many other technology companies are freezing headcount or cutting jobs.
Palantir it is on track to increase headcount about 25% by the end of the year. Palantir has already hired or extended offers to 1,100 new employees so far this year and expects to add another 300 before the end of the year. Palantir's headcount will soon reach around 3,670, up from 2,920 at the end of 2021.
I hope this bodes well for the company, as you can see, I'm invested. No one knows what the future holds! š¤
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