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Thunderz
01-16
$American Airlines(AAL)$
yeah
Thunderz
2023-12-31
Great ariticle, would you like to share it?
@TigerEvents:š š TIGER TYCOON CHALLENGE IS ON! šš
Thunderz
2023-12-31
Hope i can win 888 please
Thunderz
2023-10-26
Not looking good for QQQ
Thunderz
2023-04-06
Thanks fpr the game nice one
Thunderz
2023-04-05
The game is lagging too much
Thunderz
2023-04-05
Great ariticle, would you like to share it?
@TigerEvents:ćGamećEaster Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher
Thunderz
2023-03-20
Green day due to credit suisse take over..nice
Thunderz
2023-01-18
K
Thunderz
2023-01-17
Nice
Thunderz
2023-01-16
K
Thunderz
2023-01-15
Nice
Thunderz
2023-01-14
K
Thunderz
2023-01-13
Bo
Thunderz
2023-01-12
K
Thunderz
2023-01-11
Yuks
Thunderz
2023-01-10
Sucks
Thunderz
2023-01-09
Nice
Thunderz
2023-01-08
Nicd
Thunderz
2023-01-07
Nice
Go to Tiger App to see more news
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Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. š„³š£<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"š°š· Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! šStand to win free Disney stocks and a USD 120 cash voucher!ššOur interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. šThat's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. š„³š£Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943137783,"gmtCreate":1679269965542,"gmtModify":1679269969842,"author":{"id":"3574244130180526","authorId":"3574244130180526","name":"Thunderz","avatar":"https://static.tigerbbs.com/acab5d654638ab77357135a5d4266cb2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574244130180526","authorIdStr":"3574244130180526"},"themes":[],"htmlText":"Green day due to credit suisse take over..nice","listText":"Green day due to credit suisse take over..nice","text":"Green day due to credit suisse take 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666044360,"share":"https://ttm.financial/m/news/2276154528?lang=&edition=fundamental","pubTime":"2022-10-18 06:06","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies After BofA Results, UK Reversal","url":"https://stock-news.laohu8.com/highlight/detail?id=2276154528","media":"Reuters","summary":"(Reuters) - U.S. stocks kicked off the trading week on Monday with a rally after Britain reversed co","content":"<html><head></head><body><p>(Reuters) - U.S. stocks kicked off the trading week on Monday with a rally after Britain reversed course on an economic plan, while Bank of America was the latest financial company to post solid quarterly results, which lifted optimism about the corporate earnings season.</p><p>Britain named Jeremy Hunt finance minister, and he immediately dispelled many of Prime Minister Liz Truss' fiscal measures, which had unnerved markets in recent weeks.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America Corp</a> shares surged 6.06% as the lender's net interest income was buoyed by rising interest rates in the quarter, even though it added $378 million to its loan-loss reserves to buttress against a softening economy.</p><p>Fellow financial Bank of NY Mellon Corp also benefited from higher interest rates, and its shares climbed 5.08%.</p><p>Overall, higher rates boosted interest incomes for lenders in the third quarter, giving investors hope the current earnings season will be able to hurdle a lowered bar of expectations. The earnings growth estimate for the quarter is 3%, according to Refinitiv data, down from 4.5% at the start of the month and 11.1% on July 1.</p><p>"In a fragile market like this, any type of good news in the margin can go a long way," said Emily Roland, co-chief investment strategist at John Hancock Investment Management in Boston.</p><p>"There is better sentiment around what is happening in the UK, financials earnings are being supported by a number of factors, better net interest margins are one key element, higher rates are going to be good for the banks so Q3 earnings maybe are looking a little less bad than feared, I would put it, maybe not necessarily better than feared."</p><p>The S&P 500 banks index was up 3.48%, while each of the 11 major S&P 500 sector were higher.</p><p>The Dow Jones Industrial Average rose 550.99 points, or 1.86%, to 30,185.82, the S&P 500 gained 94.88 points, or 2.65%, to 3,677.95 and the Nasdaq Composite added 354.41 points, or 3.43%, to 10,675.80.</p><p>U.S. equities remain mired in a bear market, after struggling through September, historically a tough month. Analysts said to better stock valuations entering what is traditionally a stronger period for stocks were also supporting Monday's rally. Aggressive Federal Reserve interest rate hikes could be a stumbling block though.</p><p>"Right now the Fed owns the market, Fed policy is the key driver, they are implementing the most aggressive tightening in the shortest amount of time that we have seen in our generation and it is important to remember that Fed policy, it works with a lag," said Roland.</p><p>Data on manufacturing in the New York region was weaker than expected, adding fuel to expectations a pivot by the Fed may be on the horizon.</p><p>Shares of Goldman Sachs, which will post results on Tuesday, advanced 2.24% following reports of a plan to combine its investment banking and trading businesses.</p><p>Major megacap growth stocks like Apple Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Amazon.com and Tesla Inc all rallied, helping to lift the S&P 500 growth index by 3.42%, its biggest daily percentage jump since July 27.</p><p>Tesla Inc, Netflix and Johnson & Johnson are among companies expected to report results later in the week.</p><p>Volume on U.S. exchanges was 10.65 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.79-to-1 ratio; on Nasdaq, a 2.98-to-1 ratio favored advancers.</p><p>The S&P 500 posted no new 52-week highs and 2 new lows; the Nasdaq Composite recorded 83 new highs and 146 new lows.</p></body></html>","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>US STOCKS-Wall Street Rallies After BofA Results, UK Reversal</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; 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}\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\">\nUS STOCKS-Wall Street Rallies After BofA Results, UK Reversal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-18 06:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks kicked off the trading week on Monday with a rally after Britain reversed course on an economic plan, while Bank of America was the latest financial company to post solid quarterly results, which lifted optimism about the corporate earnings season.</p><p>Britain named Jeremy Hunt finance minister, and he immediately dispelled many of Prime Minister Liz Truss' fiscal measures, which had unnerved markets in recent weeks.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America Corp</a> shares surged 6.06% as the lender's net interest income was buoyed by rising interest rates in the quarter, even though it added $378 million to its loan-loss reserves to buttress against a softening economy.</p><p>Fellow financial Bank of NY Mellon Corp also benefited from higher interest rates, and its shares climbed 5.08%.</p><p>Overall, higher rates boosted interest incomes for lenders in the third quarter, giving investors hope the current earnings season will be able to hurdle a lowered bar of expectations. The earnings growth estimate for the quarter is 3%, according to Refinitiv data, down from 4.5% at the start of the month and 11.1% on July 1.</p><p>"In a fragile market like this, any type of good news in the margin can go a long way," said Emily Roland, co-chief investment strategist at John Hancock Investment Management in Boston.</p><p>"There is better sentiment around what is happening in the UK, financials earnings are being supported by a number of factors, better net interest margins are one key element, higher rates are going to be good for the banks so Q3 earnings maybe are looking a little less bad than feared, I would put it, maybe not necessarily better than feared."</p><p>The S&P 500 banks index was up 3.48%, while each of the 11 major S&P 500 sector were higher.</p><p>The Dow Jones Industrial Average rose 550.99 points, or 1.86%, to 30,185.82, the S&P 500 gained 94.88 points, or 2.65%, to 3,677.95 and the Nasdaq Composite added 354.41 points, or 3.43%, to 10,675.80.</p><p>U.S. equities remain mired in a bear market, after struggling through September, historically a tough month. Analysts said to better stock valuations entering what is traditionally a stronger period for stocks were also supporting Monday's rally. Aggressive Federal Reserve interest rate hikes could be a stumbling block though.</p><p>"Right now the Fed owns the market, Fed policy is the key driver, they are implementing the most aggressive tightening in the shortest amount of time that we have seen in our generation and it is important to remember that Fed policy, it works with a lag," said Roland.</p><p>Data on manufacturing in the New York region was weaker than expected, adding fuel to expectations a pivot by the Fed may be on the horizon.</p><p>Shares of Goldman Sachs, which will post results on Tuesday, advanced 2.24% following reports of a plan to combine its investment banking and trading businesses.</p><p>Major megacap growth stocks like Apple Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Amazon.com and Tesla Inc all rallied, helping to lift the S&P 500 growth index by 3.42%, its biggest daily percentage jump since July 27.</p><p>Tesla Inc, Netflix and Johnson & Johnson are among companies expected to report results later in the week.</p><p>Volume on U.S. exchanges was 10.65 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.79-to-1 ratio; on Nasdaq, a 2.98-to-1 ratio favored advancers.</p><p>The S&P 500 posted no new 52-week highs and 2 new lows; the Nasdaq Composite recorded 83 new highs and 146 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"éē¼ęÆ"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276154528","content_text":"(Reuters) - U.S. stocks kicked off the trading week on Monday with a rally after Britain reversed course on an economic plan, while Bank of America was the latest financial company to post solid quarterly results, which lifted optimism about the corporate earnings season.Britain named Jeremy Hunt finance minister, and he immediately dispelled many of Prime Minister Liz Truss' fiscal measures, which had unnerved markets in recent weeks.Bank of America Corp shares surged 6.06% as the lender's net interest income was buoyed by rising interest rates in the quarter, even though it added $378 million to its loan-loss reserves to buttress against a softening economy.Fellow financial Bank of NY Mellon Corp also benefited from higher interest rates, and its shares climbed 5.08%.Overall, higher rates boosted interest incomes for lenders in the third quarter, giving investors hope the current earnings season will be able to hurdle a lowered bar of expectations. The earnings growth estimate for the quarter is 3%, according to Refinitiv data, down from 4.5% at the start of the month and 11.1% on July 1.\"In a fragile market like this, any type of good news in the margin can go a long way,\" said Emily Roland, co-chief investment strategist at John Hancock Investment Management in Boston.\"There is better sentiment around what is happening in the UK, financials earnings are being supported by a number of factors, better net interest margins are one key element, higher rates are going to be good for the banks so Q3 earnings maybe are looking a little less bad than feared, I would put it, maybe not necessarily better than feared.\"The S&P 500 banks index was up 3.48%, while each of the 11 major S&P 500 sector were higher.The Dow Jones Industrial Average rose 550.99 points, or 1.86%, to 30,185.82, the S&P 500 gained 94.88 points, or 2.65%, to 3,677.95 and the Nasdaq Composite added 354.41 points, or 3.43%, to 10,675.80.U.S. equities remain mired in a bear market, after struggling through September, historically a tough month. Analysts said to better stock valuations entering what is traditionally a stronger period for stocks were also supporting Monday's rally. Aggressive Federal Reserve interest rate hikes could be a stumbling block though.\"Right now the Fed owns the market, Fed policy is the key driver, they are implementing the most aggressive tightening in the shortest amount of time that we have seen in our generation and it is important to remember that Fed policy, it works with a lag,\" said Roland.Data on manufacturing in the New York region was weaker than expected, adding fuel to expectations a pivot by the Fed may be on the horizon.Shares of Goldman Sachs, which will post results on Tuesday, advanced 2.24% following reports of a plan to combine its investment banking and trading businesses.Major megacap growth stocks like Apple Inc, Meta Platforms Inc, Amazon.com and Tesla Inc all rallied, helping to lift the S&P 500 growth index by 3.42%, its biggest daily percentage jump since July 27.Tesla Inc, Netflix and Johnson & Johnson are among companies expected to report results later in the week.Volume on U.S. exchanges was 10.65 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.79-to-1 ratio; on Nasdaq, a 2.98-to-1 ratio favored advancers.The S&P 500 posted no new 52-week highs and 2 new lows; the Nasdaq Composite recorded 83 new highs and 146 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918311754,"gmtCreate":1664323577984,"gmtModify":1676537431785,"author":{"id":"3574244130180526","authorId":"3574244130180526","name":"Thunderz","avatar":"https://static.tigerbbs.com/acab5d654638ab77357135a5d4266cb2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574244130180526","authorIdStr":"3574244130180526"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>up","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>up","text":"$Sea Ltd(SE)$up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918311754","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072963826,"gmtCreate":1657939848565,"gmtModify":1676536085524,"author":{"id":"3574244130180526","authorId":"3574244130180526","name":"Thunderz","avatar":"https://static.tigerbbs.com/acab5d654638ab77357135a5d4266cb2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574244130180526","authorIdStr":"3574244130180526"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072963826","repostId":"1135014649","repostType":4,"repost":{"id":"1135014649","pubTimestamp":1657898944,"share":"https://ttm.financial/m/news/1135014649?lang=&edition=fundamental","pubTime":"2022-07-15 23:29","market":"us","language":"en","title":"Palantir: Generational Buy Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1135014649","media":"Seeking Alpha","summary":"SummaryPalantir will be able to mitigate the downside of various geopolitical shocks that weāre curr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will be able to mitigate the downside of various geopolitical shocks that weāre currently experiencing.</li><li>Recent awards by various agencies of the DoD signal that Palantir will continue to be one of the major software solution providers to the U.S. military-industrial complex.</li><li>As revenues continue to grow while the stock-based compensation decreases, thereās no reason to be bearish on PLTR.</li></ul><p>Palantir Technologies Inc. (NYSE:PLTR) is one of the few public companies that are destined to successfully deal with the ongoing geopolitical shocks that we are currently experiencing. The company has a healthy balance sheet, noĀ major exposure to emerging markets, and a handful list of clients from the public and private sectors, who are eager to optimize their processes to improve the efficiency of their organizations and cut down costs. In addition, thanks to its close connections to the Pentagon, the company will likely benefit from the increased military spending of the U.S. and its European allies, as the latest NATO Summit in Madrid showed the willingness of member states to substantially increase their defense budgets. Also, Palantirās space and geospatial intelligence solutions are likely going to attract new customers given its successes on the Ukrainian battlefield.</p><p>Therefore, as investors are preparing to hear Palantirās Q2 earnings results in August, now is a good time to go through some latest developments that will positively affect the companyās performance in the long run, and discuss its intrinsic value in the current environment to solidify the bullish case for the stock.</p><p><b>New Global Order</b></p><p>In the past, I have already extensivelyĀ coveredĀ Palantirās governmental contracts, which account for the majority of the companyās revenues. However, the latest NATO summit in Madrid shows that the company will be able to increase its market share in the defense business even more all thanks to its unique AI-based defense software solutions that are built on Palantirās Gotham platform.</p><p>The major highlight of the summit was theĀ adoptionĀ of NATOās new Strategic Concept document that outlines the security policy of all member states for the following years. While the document itself is long and full of different details about various aspects of a new security policy, I want to focus on several main things from the final declaration that was adopted at the end of the summit, as theyāll have direct positive implications for Palantirās business. During the summit, NATO member states agreed on the following:</p><blockquote>We will build on our newly enhanced posture, and significantly strengthen our deterrence and defense for the long term to ensure the security and defense of all Allies. We will do so in line with our 360-degree approach, across the land, air, maritime, cyber, and space domains, and against all threats and challenges.</blockquote><p>Palantir has been very active in cyber and space domains. In one of my previousĀ articles, I have already explained how the company was able to track the movement of Russian troops near the Ukrainian border prior to the invasion. What I want to add to that is that Palantir was and is able to do so thanks to its equityĀ investmentĀ in a geospatial intelligence business BlackSky (BKSY), which is able to track important targets on the battlefield that are laterĀ destroyedĀ by artillery and rocket strikes. Just recently, BlackSky entered into a 10-year contract with the National Reconnaissance Office thatās worth up to $1 billion. This will make it possible for the company to increase its market share in the geospatial intelligence market and help Palantir to recoup its investment as well.</p><p>In addition to this, hereās another important statement that was made by NATO member states:</p><blockquote>We are establishing a Defense Innovation Accelerator and launching a multinational Innovation Fund to bring together governments, the private sector, and academia to bolster our technological edge.</blockquote><p>At this stage, Palantir is one of the most popular AI-based software solution providers to governmental agencies, as the U.S. Army, Navy, Space Command, CIA, and a handful of other departments are its clients. While in the past there was pessimism about the companyās governmental business due to the lack of new contracts at the beginning of this year, the sentiment in recent months has completely changed. NATOās commitment to improving its technological capabilities to tackle the ongoing challenges is a positive long-term sign for Palantir as well.</p><p>Just in June, PalantirĀ wonĀ a $53.89 million contract modification from the U.S. Space Command and also wasĀ selectedĀ to develop a prototype for the U.S. Army's TITAN program thatās aimed at tracking threats with the help of AI and machine learning. Given the fact that itās not the first nor last contract from both the U.S. Army and Space Command, itās safe to assume that Palantir will continue to establish a stronger presence in the AI-based defense software solution market, especially as itās also actively expanding its operations in Europe to work with more NATO members.</p><p>Finally, another important highlight from the summit is the following statement:</p><blockquote>We will build on the progress made to ensure that increased national defense expenditures and NATO common funding will be commensurate with the challenges of a more contested security order. Investing in our defense and key capabilities is essential.</blockquote><p>In the past, there was a reluctance to increase defense budgets, especially among European NATO states, due to internal strife. However, the Russian invasion of Ukraine has changed this. If the militaryĀ spendingĀ in the U.S. was declining since 2011, started to rebound only a few years ago, and reached 2011 levels in 2020, then in the following decade, we should see an unprecedented increase in the DoD budget. The latest forecasts show that the U.S. alone will be spending nearly $1 trillion a year by 2032 on defense, which is a positive thing for Palantir, which heavily relies on governmental contracts to grow its business. Add to this an increased spending of other NATO states and youāll see that Palantirās growth story is more alive than ever.</p><p><b>Numbers Supplement Palantir's Growth Story</b></p><p>Palantir not only has a growth story going for it but it also has solid fundamentals and a decent upside. The upcoming Q2 earnings results will come out in August, and even though there were nine downwardĀ revisionsĀ due to the volatile macro environment, theĀ consensusĀ revenue growth rate for the quarter still stands at nearly 26% Y/Y. Considering that a recession is already around the corner, having a double-digit revenue growth rate is pretty impressive in the current environment.</p><p>Another positive thing is that the company is already profitable on a non-GAAP basis and is also close to profitability on a GAAP basis. In 2022, theexpectationsĀ are that earnings will continue to improve and the EPS for the year will be at $0.16, up nearly 25% Y/Y. Whatās also important to note is that Palantir has been generating positive FCF at least since its direct listing in 2020, as in 2020 itsunleveredFCF was $273.8 million, while in 2021 it was $476.7 million.</p><p>When it comes to valuations, there has been a lot of speculation about Palantirās fair value due to its excessive stock-based compensation policy that leads to a net loss on an income statement even though the business has outstanding gross margins of over 70% and generates positive FCF. Thatās why I decided to create a DCF model in which Iāll try to figure out the businessās fair value and what shareholders should expect in the future.</p><p>For the revenue and EBIT estimates, I took the streetĀ consensusĀ for the following years, which shows that advisory firms expect the company to show a positive EBIT in 2022 and onward after years of losses. The tax rate in the model stands at 21% of EBIT, which equals the basic U.S. corporateĀ tax rateĀ since the United States is Palantir's single biggest market. The D&A and capital expenditures in the model are at a rate similar to the previous years, while the change in NWC in the forecasted periods is positive since itās also positive in the previous years as well.</p><p><img src=\"https://static.tigerbbs.com/cc038da28a7b8199492fcbd4f9891057\" tg-width=\"909\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>Palantir's DCF Model(Seeking Alpha, Street Forecasts, Author's Estimates)</p><p>The WACC in the model stands at 8.5%, while the terminal growth rate stands at 3%. One of the main upsides of Palantir is that it has no long-term debt or short-term borrowings, which will make it easier for the company to navigate through the current volatile environment as itās going to be relatively unaffected by higher interest rates.</p><p>Another major upside is the fact that Palantir also has $2.52 billion in cash reserves to weather the upcoming financial storm. Thanks to a decent amount of liquidity and no debt, the equity value in the model stands at $22.75 billion which equals to a fair value of $11.17 per share, which represents an upside of nearly 20% from the current market price.</p><p><img src=\"https://static.tigerbbs.com/af0bcdbe2e8cd2bc585adeeabcfdfb6c\" tg-width=\"707\" tg-height=\"155\" referrerpolicy=\"no-referrer\"/></p><p>Palantir's DCF Calculations(Author's Estimates)</p><p>My DCF price target is also similar to theĀ consensusĀ street target of $11.26 per share:</p><p><img src=\"https://static.tigerbbs.com/8baa983d11fb8bdec1c6fbb52084b2f9\" tg-width=\"881\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Palantir's Consensus Price Target(Seeking Alpha)</p><p>It made sense for the model to show a similar fair value to the street consensus since the top-line expectations were in-line with the street estimates. However, it still shows a decent upside from the current market price and there are also several things worth discussing to understand why thereās even more room for growth for Palantirās stock in the long run.</p><p>First of all, the company itself aims to grow at an annual revenue rate of 30% or above through 2025, which is above the growth rate in my model. If it manages to do so this and next year thanks to the increased NATO defense spending discussed above, then the intrinsic value already is going to be higher than in the model.</p><p>In addition, the stock-based compensation policy is the only thing that prevents Palantir from trading at higher multiples. Letās not forget that the company has a gross profit margin ofnearly80% due to the small cost of goods sold mostly thanks to the fact that the main thing that it provides is software solutions that donāt require a lot of expenses on Palantirās side. The moment you decrease stock-based compensations ā your EBIT starts to greatly appreciate and change the whole earnings inputs in the model.</p><p>The good news is that in recent years Palantir has been significantly decreasing its stock-based compensation expenses. If in 2020 the stock-based compensationwas$1.27 billion, then in 2021 it was only $778 million, down 38.5% Y/Y. If in Q1ā21 the stock-based compensation was $193 million, then in Q1ā22 it was only $149 million, down 22.8% Y/Y.</p><p>This trend of strong top-line growth and the stock-based compensation decrease is one of the main reasons why I continue to be so bullish on Palantir and plan to hold my long position for a long time. Once stock-based compensation decreases even more ā my model that already shows a decent upside will become too conservative given the changes to EBIT that were discussed above. This will lead to an even greater fair value and will likely push the stock to higher levels in the future.</p><p><b>Risks</b></p><p>The only main risk to Palantirās bullish story is a prolonged recession. Since Palantir is a growth company that generated a net loss in recent years due to the excessive stock-based compensation policy ā its stock has already suffered a major depreciation. If weāll see a "lost decade" scenario where the economy will show little to no growth for years, then thereās a risk that Palantirās commercial side of the business will take a hit. As a result, even if the governmental business continues to grow due to the increased defense spending, Palantirās commercial customers could terminate their contracts to cut costs, which will negatively affect the companyās performance and decrease its forecasted top-line growth forecast.</p><p>However, we shouldnāt forget that the goal of Palantirās software is to help its clients to better optimize their business processes to cut costs and minimize the downside of supply chain disruptions. Thatās why even in the current environment Palantir is able to strike major commercialĀ dealsĀ with legacy automakers such as Stellantis (STLA) to accelerate the businessās digital transformation. Therefore, itās likely that while a prolonged recession will hurt Palantir, it will bring only a short-term negative effect, as itās in the best interests of its clients to minimize the downsides caused by a volatile macro environment by implementing software solutions that improve the overall efficiency of their businesses.</p><p><b>The Bottom Line</b></p><p>Palantirās Q2 results will come out next month and even though the street revised the earnings forecasts, the company has everything going for it to continue to show outstanding results and grow at a double-digit rate. The latest NATO summit in Madrid shows that Western governments are serious about tackling the global challenges by increasing their military spending and improving their technical capabilities. As a result, itās safe to say that Palantir will be able to benefit from the changing geopolitical landscape thanks to its unique AI-based defense software solutions. Add to this the fact that stock-based compensations decrease while the top-line continues to grow at an impressive rate and you have the company thatās worth investing in for the long haul.</p></body></html>","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: Generational Buy Opportunity</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: Generational Buy Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 23:29 GMT+8 <a href=https://seekingalpha.com/article/4523305-palantir-generational-buy-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will be able to mitigate the downside of various geopolitical shocks that weāre currently experiencing.Recent awards by various agencies of the DoD signal that Palantir will continue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523305-palantir-generational-buy-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4523305-palantir-generational-buy-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135014649","content_text":"SummaryPalantir will be able to mitigate the downside of various geopolitical shocks that weāre currently experiencing.Recent awards by various agencies of the DoD signal that Palantir will continue to be one of the major software solution providers to the U.S. military-industrial complex.As revenues continue to grow while the stock-based compensation decreases, thereās no reason to be bearish on PLTR.Palantir Technologies Inc. (NYSE:PLTR) is one of the few public companies that are destined to successfully deal with the ongoing geopolitical shocks that we are currently experiencing. The company has a healthy balance sheet, noĀ major exposure to emerging markets, and a handful list of clients from the public and private sectors, who are eager to optimize their processes to improve the efficiency of their organizations and cut down costs. In addition, thanks to its close connections to the Pentagon, the company will likely benefit from the increased military spending of the U.S. and its European allies, as the latest NATO Summit in Madrid showed the willingness of member states to substantially increase their defense budgets. Also, Palantirās space and geospatial intelligence solutions are likely going to attract new customers given its successes on the Ukrainian battlefield.Therefore, as investors are preparing to hear Palantirās Q2 earnings results in August, now is a good time to go through some latest developments that will positively affect the companyās performance in the long run, and discuss its intrinsic value in the current environment to solidify the bullish case for the stock.New Global OrderIn the past, I have already extensivelyĀ coveredĀ Palantirās governmental contracts, which account for the majority of the companyās revenues. However, the latest NATO summit in Madrid shows that the company will be able to increase its market share in the defense business even more all thanks to its unique AI-based defense software solutions that are built on Palantirās Gotham platform.The major highlight of the summit was theĀ adoptionĀ of NATOās new Strategic Concept document that outlines the security policy of all member states for the following years. While the document itself is long and full of different details about various aspects of a new security policy, I want to focus on several main things from the final declaration that was adopted at the end of the summit, as theyāll have direct positive implications for Palantirās business. During the summit, NATO member states agreed on the following:We will build on our newly enhanced posture, and significantly strengthen our deterrence and defense for the long term to ensure the security and defense of all Allies. We will do so in line with our 360-degree approach, across the land, air, maritime, cyber, and space domains, and against all threats and challenges.Palantir has been very active in cyber and space domains. In one of my previousĀ articles, I have already explained how the company was able to track the movement of Russian troops near the Ukrainian border prior to the invasion. What I want to add to that is that Palantir was and is able to do so thanks to its equityĀ investmentĀ in a geospatial intelligence business BlackSky (BKSY), which is able to track important targets on the battlefield that are laterĀ destroyedĀ by artillery and rocket strikes. Just recently, BlackSky entered into a 10-year contract with the National Reconnaissance Office thatās worth up to $1 billion. This will make it possible for the company to increase its market share in the geospatial intelligence market and help Palantir to recoup its investment as well.In addition to this, hereās another important statement that was made by NATO member states:We are establishing a Defense Innovation Accelerator and launching a multinational Innovation Fund to bring together governments, the private sector, and academia to bolster our technological edge.At this stage, Palantir is one of the most popular AI-based software solution providers to governmental agencies, as the U.S. Army, Navy, Space Command, CIA, and a handful of other departments are its clients. While in the past there was pessimism about the companyās governmental business due to the lack of new contracts at the beginning of this year, the sentiment in recent months has completely changed. NATOās commitment to improving its technological capabilities to tackle the ongoing challenges is a positive long-term sign for Palantir as well.Just in June, PalantirĀ wonĀ a $53.89 million contract modification from the U.S. Space Command and also wasĀ selectedĀ to develop a prototype for the U.S. Army's TITAN program thatās aimed at tracking threats with the help of AI and machine learning. Given the fact that itās not the first nor last contract from both the U.S. Army and Space Command, itās safe to assume that Palantir will continue to establish a stronger presence in the AI-based defense software solution market, especially as itās also actively expanding its operations in Europe to work with more NATO members.Finally, another important highlight from the summit is the following statement:We will build on the progress made to ensure that increased national defense expenditures and NATO common funding will be commensurate with the challenges of a more contested security order. Investing in our defense and key capabilities is essential.In the past, there was a reluctance to increase defense budgets, especially among European NATO states, due to internal strife. However, the Russian invasion of Ukraine has changed this. If the militaryĀ spendingĀ in the U.S. was declining since 2011, started to rebound only a few years ago, and reached 2011 levels in 2020, then in the following decade, we should see an unprecedented increase in the DoD budget. The latest forecasts show that the U.S. alone will be spending nearly $1 trillion a year by 2032 on defense, which is a positive thing for Palantir, which heavily relies on governmental contracts to grow its business. Add to this an increased spending of other NATO states and youāll see that Palantirās growth story is more alive than ever.Numbers Supplement Palantir's Growth StoryPalantir not only has a growth story going for it but it also has solid fundamentals and a decent upside. The upcoming Q2 earnings results will come out in August, and even though there were nine downwardĀ revisionsĀ due to the volatile macro environment, theĀ consensusĀ revenue growth rate for the quarter still stands at nearly 26% Y/Y. Considering that a recession is already around the corner, having a double-digit revenue growth rate is pretty impressive in the current environment.Another positive thing is that the company is already profitable on a non-GAAP basis and is also close to profitability on a GAAP basis. In 2022, theexpectationsĀ are that earnings will continue to improve and the EPS for the year will be at $0.16, up nearly 25% Y/Y. Whatās also important to note is that Palantir has been generating positive FCF at least since its direct listing in 2020, as in 2020 itsunleveredFCF was $273.8 million, while in 2021 it was $476.7 million.When it comes to valuations, there has been a lot of speculation about Palantirās fair value due to its excessive stock-based compensation policy that leads to a net loss on an income statement even though the business has outstanding gross margins of over 70% and generates positive FCF. Thatās why I decided to create a DCF model in which Iāll try to figure out the businessās fair value and what shareholders should expect in the future.For the revenue and EBIT estimates, I took the streetĀ consensusĀ for the following years, which shows that advisory firms expect the company to show a positive EBIT in 2022 and onward after years of losses. The tax rate in the model stands at 21% of EBIT, which equals the basic U.S. corporateĀ tax rateĀ since the United States is Palantir's single biggest market. The D&A and capital expenditures in the model are at a rate similar to the previous years, while the change in NWC in the forecasted periods is positive since itās also positive in the previous years as well.Palantir's DCF Model(Seeking Alpha, Street Forecasts, Author's Estimates)The WACC in the model stands at 8.5%, while the terminal growth rate stands at 3%. One of the main upsides of Palantir is that it has no long-term debt or short-term borrowings, which will make it easier for the company to navigate through the current volatile environment as itās going to be relatively unaffected by higher interest rates.Another major upside is the fact that Palantir also has $2.52 billion in cash reserves to weather the upcoming financial storm. Thanks to a decent amount of liquidity and no debt, the equity value in the model stands at $22.75 billion which equals to a fair value of $11.17 per share, which represents an upside of nearly 20% from the current market price.Palantir's DCF Calculations(Author's Estimates)My DCF price target is also similar to theĀ consensusĀ street target of $11.26 per share:Palantir's Consensus Price Target(Seeking Alpha)It made sense for the model to show a similar fair value to the street consensus since the top-line expectations were in-line with the street estimates. However, it still shows a decent upside from the current market price and there are also several things worth discussing to understand why thereās even more room for growth for Palantirās stock in the long run.First of all, the company itself aims to grow at an annual revenue rate of 30% or above through 2025, which is above the growth rate in my model. If it manages to do so this and next year thanks to the increased NATO defense spending discussed above, then the intrinsic value already is going to be higher than in the model.In addition, the stock-based compensation policy is the only thing that prevents Palantir from trading at higher multiples. Letās not forget that the company has a gross profit margin ofnearly80% due to the small cost of goods sold mostly thanks to the fact that the main thing that it provides is software solutions that donāt require a lot of expenses on Palantirās side. The moment you decrease stock-based compensations ā your EBIT starts to greatly appreciate and change the whole earnings inputs in the model.The good news is that in recent years Palantir has been significantly decreasing its stock-based compensation expenses. If in 2020 the stock-based compensationwas$1.27 billion, then in 2021 it was only $778 million, down 38.5% Y/Y. If in Q1ā21 the stock-based compensation was $193 million, then in Q1ā22 it was only $149 million, down 22.8% Y/Y.This trend of strong top-line growth and the stock-based compensation decrease is one of the main reasons why I continue to be so bullish on Palantir and plan to hold my long position for a long time. Once stock-based compensation decreases even more ā my model that already shows a decent upside will become too conservative given the changes to EBIT that were discussed above. This will lead to an even greater fair value and will likely push the stock to higher levels in the future.RisksThe only main risk to Palantirās bullish story is a prolonged recession. Since Palantir is a growth company that generated a net loss in recent years due to the excessive stock-based compensation policy ā its stock has already suffered a major depreciation. If weāll see a \"lost decade\" scenario where the economy will show little to no growth for years, then thereās a risk that Palantirās commercial side of the business will take a hit. As a result, even if the governmental business continues to grow due to the increased defense spending, Palantirās commercial customers could terminate their contracts to cut costs, which will negatively affect the companyās performance and decrease its forecasted top-line growth forecast.However, we shouldnāt forget that the goal of Palantirās software is to help its clients to better optimize their business processes to cut costs and minimize the downside of supply chain disruptions. Thatās why even in the current environment Palantir is able to strike major commercialĀ dealsĀ with legacy automakers such as Stellantis (STLA) to accelerate the businessās digital transformation. Therefore, itās likely that while a prolonged recession will hurt Palantir, it will bring only a short-term negative effect, as itās in the best interests of its clients to minimize the downsides caused by a volatile macro environment by implementing software solutions that improve the overall efficiency of their businesses.The Bottom LinePalantirās Q2 results will come out next month and even though the street revised the earnings forecasts, the company has everything going for it to continue to show outstanding results and grow at a double-digit rate. The latest NATO summit in Madrid shows that Western governments are serious about tackling the global challenges by increasing their military spending and improving their technical capabilities. As a result, itās safe to say that Palantir will be able to benefit from the changing geopolitical landscape thanks to its unique AI-based defense software solutions. Add to this the fact that stock-based compensations decrease while the top-line continues to grow at an impressive rate and you have the company thatās worth investing in for the long 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