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Why Palantir, CrowdStrike, and Cloudflare Stocks Went Parabolic Tuesday

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Palantir: No Longer Significantly Undervalued, But Still A Buy

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@BoldMeow:$Tesla Motors(TSLA)$Beautiful closing number... 999.11

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08:15","market":"us","language":"en","title":"Palantir: No Longer Significantly Undervalued, But Still A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2222598883","media":"seekingalpha","summary":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cd1acd65270b9eedaacda706ac01e71\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Drew Angerer/Getty Images News</p><p></p><h2>Investment Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (SPY) since our article was published (+25% Vs. +4.3%).</p><p>Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.</p><p>We discuss why PLTR stock is still in the Buy zone.</p><h2>PLTR stock key metrics</h2><p></p><p><img src=\"https://static.tigerbbs.com/c3d04acf4625fc3b3543708430fd666b\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock consensus price targets Vs. stock performance (TIKR)</p><p><img src=\"https://static.tigerbbs.com/f9f1de45f6dc5f458522707d33341e20\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock NTM Revenue trend (TIKR)</p><p></p><p>PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there&#39;s still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.</p><p>Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.</p><p>Furthermore, PLTR stock&#39;s NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it&#39;s also broadly in line with its high-growth SaaS peers (12.6x) that we track.</p><p>Hence, considering the above factors, we think PLTR stock looks fairly valued now.</p><h2>Where is Palantir Heading in 2022?</h2><p>We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir&#39;s incremental operating leverage moving forward.</p><p>Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir&#39;s valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) emphasized (edited):</p><blockquote>We are wondering about the company&#39;s long-term operating margin. We saw &#39;wild swings&#39;-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. <i>Confidence in the steady-state margin profile is key</i> to understanding EPS growth longer-term. - Barron&#39;s</blockquote><p>In addition, we were also concerned about Palantir&#39;s government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.</p><p>The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir&#39;s approach, as we think it&#39;s the correct move, given <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake&#39;s customers to move workloads and test Snowflake&#39;s data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&amp;L in the near term.</p><p>Nonetheless, it&#39;s the right move for Palantir going forward. We think investors need to accord Karp &amp; Team sufficient time to encourage wider adoption of its Foundry OS.</p><p>Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment&#39;s growth. Palantir had experienced weakness in growth momentum in Europe.</p><p>But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir&#39;s Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.</p><p>And, there probably isn&#39;t another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):</p><blockquote>The work that we&#39;ve done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.</blockquote><blockquote>They are focusing on how can they can <i>use this in a real-time decision-making sort of basis.</i> <i>Europe is not the same place it was 2 years ago.</i></blockquote><blockquote>You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that&#39;s also going to create a lot of market access. Not just because they need it, but <i>they also are going to need it in the context of collaborating with Allied Forces</i>. (Morgan Stanley TMT Conference 2022)</blockquote><p>As if the emphasis by Sankar wasn&#39;t sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to &#34;step up and fight this battle alongside us in order to win.&#34; Karp emphasized (edited):</p><blockquote><i>The fantasy of an instinctively peaceful world may be comforting</i>. But it is again coming to an end.</blockquote><blockquote><i>Europe has for the past two decades stood on the sidelines</i> of the digital revolution, whose principal participants are still essentially all based in the United States.</blockquote><blockquote>The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.</blockquote><blockquote>An embrace of the relationship between technology and the state, between <i>disruptive companies that seek to dislodge</i> the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)</blockquote><p>Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir&#39;s platform to integrate their intelligence, surveillance, and sensors with the US government.</p><p>Hence, we believe it could even elevate Palantir&#39;s commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.</p><h2>Is PLTR Stock A Buy, Sell, Or Hold?</h2><p>We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.</p><p>Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.</p><p>Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.</p><p>As such, <i>we reiterate our Buy rating on PLTR stock</i>.</p></body></html>","source":"seekingalpha","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: No Longer Significantly Undervalued, But Still 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: No Longer Significantly Undervalued, But Still A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","MS":"摩根士丹利","SNOW":"Snowflake","PLTR":"Palantir Technologies Inc.","BK4503":"景林资产持仓","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","BK4548":"巴美列捷福持仓","SH":"标普500反向ETF","BK4127":"投资银行业与经纪业","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4535":"淡马锡持仓","BK4543":"AI"},"source_url":"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222598883","content_text":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF (SPY) since our article was published (+25% Vs. +4.3%).Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.We discuss why PLTR stock is still in the Buy zone.PLTR stock key metricsPLTR stock consensus price targets Vs. stock performance (TIKR)PLTR stock NTM Revenue trend (TIKR)PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there's still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.Furthermore, PLTR stock's NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it's also broadly in line with its high-growth SaaS peers (12.6x) that we track.Hence, considering the above factors, we think PLTR stock looks fairly valued now.Where is Palantir Heading in 2022?We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir's incremental operating leverage moving forward.Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir's valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. Morgan Stanley (MS) emphasized (edited):We are wondering about the company's long-term operating margin. We saw 'wild swings'-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. Confidence in the steady-state margin profile is key to understanding EPS growth longer-term. - Barron'sIn addition, we were also concerned about Palantir's government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir's approach, as we think it's the correct move, given Snowflake's (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake's customers to move workloads and test Snowflake's data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&L in the near term.Nonetheless, it's the right move for Palantir going forward. We think investors need to accord Karp & Team sufficient time to encourage wider adoption of its Foundry OS.Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment's growth. Palantir had experienced weakness in growth momentum in Europe.But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir's Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.And, there probably isn't another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):The work that we've done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.They are focusing on how can they can use this in a real-time decision-making sort of basis. Europe is not the same place it was 2 years ago.You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that's also going to create a lot of market access. Not just because they need it, but they also are going to need it in the context of collaborating with Allied Forces. (Morgan Stanley TMT Conference 2022)As if the emphasis by Sankar wasn't sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to \"step up and fight this battle alongside us in order to win.\" Karp emphasized (edited):The fantasy of an instinctively peaceful world may be comforting. But it is again coming to an end.Europe has for the past two decades stood on the sidelines of the digital revolution, whose principal participants are still essentially all based in the United States.The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.An embrace of the relationship between technology and the state, between disruptive companies that seek to dislodge the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir's platform to integrate their intelligence, surveillance, and sensors with the US government.Hence, we believe it could even elevate Palantir's commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.Is PLTR Stock A Buy, Sell, Or Hold?We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.As such, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037434864,"gmtCreate":1648164981873,"gmtModify":1676534311154,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037434864","repostId":"1138029846","repostType":4,"repost":{"id":"1138029846","kind":"news","pubTimestamp":1648163682,"share":"https://ttm.financial/m/news/1138029846?lang=&edition=fundamental","pubTime":"2022-03-25 07:14","market":"other","language":"en","title":"ASX Shares Edge Up, Incitec Pivot Jumps","url":"https://stock-news.laohu8.com/highlight/detail?id=1138029846","media":"Australian Financial Review","summary":"Australian shares have edged up 0.2 per cent, or 12.3 points, to 7399.4, in early trade, led by increases in the materials and utilities sectors.IGO shares jumped 4.2 per cent to $13.770, followed by Incitec Pivot up 2.7 per cent to $3.9. Clinuvel Pharmaceuticals was the largest laggard, retreating 1.9 per cent to $18.71.Premier Investments dipped 1.3 per cent after posting its half-year results. All major banks rose, while mining giants were mixed. Lower oil prices weighed on energy stocks with","content":"<html><head></head><body><p>Australian shares have edged up 0.2 per cent, or 12.3 points, to 7399.4, in early trade, led by increases in the materials and utilities sectors.</p><p>IGO shares jumped 4.2 per cent to $13.770, followed by Incitec Pivot up 2.7 per cent to $3.9. Clinuvel Pharmaceuticals was the largest laggard, retreating 1.9 per cent to $18.71.</p><p>Premier Investments dipped 1.3 per cent after posting its half-year results. All major banks rose, while mining giants were mixed. Lower oil prices weighed on energy stocks with Santos down 0.2 per cent to $7.87 but Woodside gained 0.2 per cent.</p></body></html>","source":"lsy1647818771712","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>ASX Shares Edge Up, Incitec Pivot Jumps</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\">\nASX Shares Edge Up, Incitec Pivot Jumps\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-headed-for-gains-oil-dips-20220324-p5a7nw><strong>Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Australian shares have edged up 0.2 per cent, or 12.3 points, to 7399.4, in early trade, led by increases in the materials and utilities sectors.IGO shares jumped 4.2 per cent to $13.770, followed by ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-headed-for-gains-oil-dips-20220324-p5a7nw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","ASX.AU":"ASX LTD","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-headed-for-gains-oil-dips-20220324-p5a7nw","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138029846","content_text":"Australian shares have edged up 0.2 per cent, or 12.3 points, to 7399.4, in early trade, led by increases in the materials and utilities sectors.IGO shares jumped 4.2 per cent to $13.770, followed by Incitec Pivot up 2.7 per cent to $3.9. Clinuvel Pharmaceuticals was the largest laggard, retreating 1.9 per cent to $18.71.Premier Investments dipped 1.3 per cent after posting its half-year results. All major banks rose, while mining giants were mixed. Lower oil prices weighed on energy stocks with Santos down 0.2 per cent to $7.87 but Woodside gained 0.2 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037435202,"gmtCreate":1648164901380,"gmtModify":1676534311013,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037435202","repostId":"2222005638","repostType":4,"repost":{"id":"2222005638","kind":"news","pubTimestamp":1648164629,"share":"https://ttm.financial/m/news/2222005638?lang=&edition=fundamental","pubTime":"2022-03-25 07:30","market":"us","language":"en","title":"After-Hours Stock Movers 03/24: TLRY, SNDL, CRON Higher; MEIP, HNST, SMRT Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2222005638","media":"StreetInsider","summary":"After-Hours Stok Movers:MEI Pharma 46% LOWER; FDA informed the companies of its position that a rand","content":"<html><head></head><body><p>After-Hours Stok Movers:</p><p><a href=\"https://laohu8.com/S/MEIP\">MEI Pharma</a> 46% LOWER; FDA informed the companies of its position that a randomized trial is now needed to adequately assess drug efficacy and safety of PI3K inhibitor drug candidates</p><p><a href=\"https://laohu8.com/S/HNST\">The Honest Company Inc. </a> 20% LOWER; reported Q4 EPS of ($0.10), $0.04 worse than the analyst estimate of ($0.06). Revenue for the quarter came in at $80.4 million versus the consensus estimate of $84.59 million. RevenueFull Year 2022 revenue is expected to be approximately flat compared to 2021.</p><p><a href=\"https://laohu8.com/S/SMRT\">SmartRent </a> 17.3% LOWER; reported Q4 EPS of ($0.13), $0.04 worse than the analyst estimate of ($0.09). Revenue for the quarter came in at $34.7 million versus the consensus estimate of $31.4 million. SmartRent sees FY2022 revenue of $220-250 million, versus the consensus of $301 million.</p><p><a href=\"https://laohu8.com/S/CYRN\">Cyren </a> 16% LOWER; reported Q4 EPS of ($1.19), versus ($1.37) reported last year. Revenue for the quarter came in at $7.4 million versus the consensus estimate of $7.77 million.</p><p><a href=\"https://laohu8.com/S/TLRY\">Tilray Brands, Inc. </a> 11% HIGHER; adds to intra-day gains of 21.9% as the House will vote to legalize cannabis on Monday.</p><p><a href=\"https://laohu8.com/S/PRPL\">Purple Innovation, Inc. </a> 8% LOWER; intends to sell $65 million of Class A common stock in an underwritten public offering.</p><p><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers </a> 7.3% HIGHER; adds to intra-day gains of 23% as the House will vote to legalize cannabis on Monday.</p><p><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a> (NASDAQ: CGC) 6.8% HIGHER; adds to intra-day gains of 11.4% as the House will vote to legalize cannabis on Monday.</p><p><a href=\"https://laohu8.com/S/CRON\">Cronos Group </a> 6.5% HIGHER; adds to intra-day gains of 8.7% as the House will vote to legalize cannabis on Monday.</p><p>Albertsons Companies, Inc. (NYSE: ACI) 6.2% LOWER; unclear reason for the downside.</p><p>Gates Industrial (NYSE: GTES) 5.5% LOWER; announced today that certain selling stockholders affiliated with Blackstone Inc. have commenced a secondary offering of 5,000,000 of Gates&#39; ordinary shares.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers 03/24: TLRY, SNDL, CRON Higher; MEIP, HNST, SMRT Lower</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\">\nAfter-Hours Stock Movers 03/24: TLRY, SNDL, CRON Higher; MEIP, HNST, SMRT Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19822219><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stok Movers:MEI Pharma 46% LOWER; FDA informed the companies of its position that a randomized trial is now needed to adequately assess drug efficacy and safety of PI3K inhibitor drug ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19822219\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HNST":"The Honest Company, Inc.","BK4007":"制药","CRON":"Cronos Group Inc.","BK4183":"个人用品","TLRY":"Tilray Inc.","BK4557":"大麻股","MEIP":"MEI Pharma","SMRT":"SmartRent Inc.","SNDL":"SNDL Inc.","BK4547":"WSB热门概念","BK4157":"电子设备和仪器","BK4139":"生物科技","BK4539":"次新股"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19822219","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222005638","content_text":"After-Hours Stok Movers:MEI Pharma 46% LOWER; FDA informed the companies of its position that a randomized trial is now needed to adequately assess drug efficacy and safety of PI3K inhibitor drug candidatesThe Honest Company Inc.  20% LOWER; reported Q4 EPS of ($0.10), $0.04 worse than the analyst estimate of ($0.06). Revenue for the quarter came in at $80.4 million versus the consensus estimate of $84.59 million. RevenueFull Year 2022 revenue is expected to be approximately flat compared to 2021.SmartRent  17.3% LOWER; reported Q4 EPS of ($0.13), $0.04 worse than the analyst estimate of ($0.09). Revenue for the quarter came in at $34.7 million versus the consensus estimate of $31.4 million. SmartRent sees FY2022 revenue of $220-250 million, versus the consensus of $301 million.Cyren  16% LOWER; reported Q4 EPS of ($1.19), versus ($1.37) reported last year. Revenue for the quarter came in at $7.4 million versus the consensus estimate of $7.77 million.Tilray Brands, Inc.  11% HIGHER; adds to intra-day gains of 21.9% as the House will vote to legalize cannabis on Monday.Purple Innovation, Inc.  8% LOWER; intends to sell $65 million of Class A common stock in an underwritten public offering.Sundial Growers  7.3% HIGHER; adds to intra-day gains of 23% as the House will vote to legalize cannabis on Monday.Canopy Growth Corporation (NASDAQ: CGC) 6.8% HIGHER; adds to intra-day gains of 11.4% as the House will vote to legalize cannabis on Monday.Cronos Group  6.5% HIGHER; adds to intra-day gains of 8.7% as the House will vote to legalize cannabis on Monday.Albertsons Companies, Inc. (NYSE: ACI) 6.2% LOWER; unclear reason for the downside.Gates Industrial (NYSE: GTES) 5.5% LOWER; announced today that certain selling stockholders affiliated with Blackstone Inc. have commenced a secondary offering of 5,000,000 of Gates' ordinary shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037863612,"gmtCreate":1648079669510,"gmtModify":1676534300849,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037863612","repostId":"9037154995","repostType":1,"repost":{"id":9037154995,"gmtCreate":1648065737806,"gmtModify":1676534298595,"author":{"id":"4101997926501770","authorId":"4101997926501770","name":"BoldMeow","avatar":"https://static.tigerbbs.com/eeb004e36c7856aa797adba1ae5a1d8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101997926501770","authorIdStr":"4101997926501770"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Beautiful closing number... 999.11","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Beautiful closing number... 999.11","text":"$Tesla Motors(TSLA)$Beautiful closing number... 999.11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037154995","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037980175,"gmtCreate":1648005175563,"gmtModify":1676534291908,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037980175","repostId":"2221095812","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037915703,"gmtCreate":1648004473595,"gmtModify":1676534291862,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037915703","repostId":"2221095812","repostType":2,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9037434864,"gmtCreate":1648164981873,"gmtModify":1676534311154,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037434864","repostId":"1138029846","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037980175,"gmtCreate":1648005175563,"gmtModify":1676534291908,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037980175","repostId":"2221095812","repostType":4,"repost":{"id":"2221095812","kind":"highlight","pubTimestamp":1648004314,"share":"https://ttm.financial/m/news/2221095812?lang=&edition=fundamental","pubTime":"2022-03-23 10:58","market":"us","language":"en","title":"Why Palantir, CrowdStrike, and Cloudflare Stocks Went Parabolic Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2221095812","media":"Motley Fool","summary":"President Biden has been warning U.S. companies that they need to step up their cybersecurity efforts.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>On Monday afternoon, President Biden reiterated a warning that Russia could target U.S. companies for cyberattacks.</li><li>On Tuesday morning, Biden&#39;s assertion that companies need to do more to protect their systems and data seemed particularly timely when Okta revealed it had been hacked.</li><li>Despite the headlines, though, valuation still matters -- and Palantir, CrowdStrike, and Cloudflare stocks all look too expensive to buy now.</li></ul><p><b>What happened</b></p><p>Tic-tac-toe, three in a row -- shares of cybersecurity specialists <b>Palantir Technologies</b>, <b>CrowdStrike</b>, and <b>Cloudflare</b> surged in Tuesday trading, rising by 5.4%, 6.3%, and 10%, respectively, as of closing.</p><p>You can probably thank President Biden for some of those gains -- and a group of hackers for the rest.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92d7d3721cb021b43d5714ff4c57a3a6\" tg-width=\"700\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>So what</b></p><p>In a statement from the White House Monday afternoon, President Joe Biden reminded Americans that he has &#34;previously warned about the potential that Russia could conduct malicious cyber activity against the United States,&#34; and reiterated that warning, citing &#34;evolving intelligence that the Russian Government is exploring options for potential cyberattacks.&#34;</p><p>Biden promised &#34;to use every tool to deter, disrupt, and if necessary, respond to cyberattacks against critical infrastructure,&#34; but pointed out that &#34;most of America&#39;s critical infrastructure is owned and operated by the private sector.&#34; For this reason, he called upon &#34;critical infrastructure owners and operators [to] accelerate efforts to lock their digital doors&#34; and &#34;harden your cyber defenses immediately.&#34;</p><p>That certainly seems like something that would cause investors to tune into cybersecurity stocks.</p><p>And as if to emphasize the point, within hours of this announcement, cybersecurity company <b>Okta</b> reported that it had been hacked by the Lapsus ransomware group. (Albeit, it seems that hack actually began back in January, and as noted in a <i>Wired</i> article published Tuesday, the Lapsus group appears most likely to be based in South America.)</p><p><b>Now what</b></p><p>Between President Biden&#39;s warning and the news of the cyberattack on Okta, investors are bidding up shares of Palantir, CrowdStrike, and Cloudflare -- and I think that&#39;s a perfectly understandable reaction. That being said, I do not agree that all cybersecurity stocks are created equal -- or that these three stocks are equally good bets. Indeed, I kind of suspect that none of them may be good bets.</p><p>Consider: Currently, none of Palantir, CrowdStrike, or Cloudflare are profitable by generally accepted accounting principles (GAAP), and Cloudflare isn&#39;t even generating positive free cash flow (FCF). Palantir and CrowdStrike do generate substantial free cash flows -- $321 million and $462 million, respectively, over the past 12 months. But even so, their market caps are so high that I fear even positive FCF doesn&#39;t make either of them a good investment.</p><p>Of the three, CrowdStrike sports the highest market capitalization -- $50 billion, which works out to a valuation of 108 times free cash flow. Palantir stock is only slightly more palatable with a $26.8 billion market cap and a valuation of 83.5 times FCF. Cloudflare, with a $37 billion market cap -- but with no profits or free cash flow to undergird that valuation -- seems to me the riskiest stock of the three.</p><p>On balance, I have to conclude that all three of these cybersecurity stocks cost too much to justify an investment at this point, no matter what the headlines say today.</p></body></html>","source":"fool_stock","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>Why Palantir, CrowdStrike, and Cloudflare Stocks Went Parabolic Tuesday</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\">\nWhy Palantir, CrowdStrike, and Cloudflare Stocks Went Parabolic Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/22/palantir-crowdstrike-cloudflare-stocks-popped/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOn Monday afternoon, President Biden reiterated a warning that Russia could target U.S. companies for cyberattacks.On Tuesday morning, Biden's assertion that companies need to do more to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/22/palantir-crowdstrike-cloudflare-stocks-popped/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","CRWD":"CrowdStrike Holdings, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/03/22/palantir-crowdstrike-cloudflare-stocks-popped/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221095812","content_text":"KEY POINTSOn Monday afternoon, President Biden reiterated a warning that Russia could target U.S. companies for cyberattacks.On Tuesday morning, Biden's assertion that companies need to do more to protect their systems and data seemed particularly timely when Okta revealed it had been hacked.Despite the headlines, though, valuation still matters -- and Palantir, CrowdStrike, and Cloudflare stocks all look too expensive to buy now.What happenedTic-tac-toe, three in a row -- shares of cybersecurity specialists Palantir Technologies, CrowdStrike, and Cloudflare surged in Tuesday trading, rising by 5.4%, 6.3%, and 10%, respectively, as of closing.You can probably thank President Biden for some of those gains -- and a group of hackers for the rest.Image source: Getty Images.So whatIn a statement from the White House Monday afternoon, President Joe Biden reminded Americans that he has \"previously warned about the potential that Russia could conduct malicious cyber activity against the United States,\" and reiterated that warning, citing \"evolving intelligence that the Russian Government is exploring options for potential cyberattacks.\"Biden promised \"to use every tool to deter, disrupt, and if necessary, respond to cyberattacks against critical infrastructure,\" but pointed out that \"most of America's critical infrastructure is owned and operated by the private sector.\" For this reason, he called upon \"critical infrastructure owners and operators [to] accelerate efforts to lock their digital doors\" and \"harden your cyber defenses immediately.\"That certainly seems like something that would cause investors to tune into cybersecurity stocks.And as if to emphasize the point, within hours of this announcement, cybersecurity company Okta reported that it had been hacked by the Lapsus ransomware group. (Albeit, it seems that hack actually began back in January, and as noted in a Wired article published Tuesday, the Lapsus group appears most likely to be based in South America.)Now whatBetween President Biden's warning and the news of the cyberattack on Okta, investors are bidding up shares of Palantir, CrowdStrike, and Cloudflare -- and I think that's a perfectly understandable reaction. That being said, I do not agree that all cybersecurity stocks are created equal -- or that these three stocks are equally good bets. Indeed, I kind of suspect that none of them may be good bets.Consider: Currently, none of Palantir, CrowdStrike, or Cloudflare are profitable by generally accepted accounting principles (GAAP), and Cloudflare isn't even generating positive free cash flow (FCF). Palantir and CrowdStrike do generate substantial free cash flows -- $321 million and $462 million, respectively, over the past 12 months. But even so, their market caps are so high that I fear even positive FCF doesn't make either of them a good investment.Of the three, CrowdStrike sports the highest market capitalization -- $50 billion, which works out to a valuation of 108 times free cash flow. Palantir stock is only slightly more palatable with a $26.8 billion market cap and a valuation of 83.5 times FCF. Cloudflare, with a $37 billion market cap -- but with no profits or free cash flow to undergird that valuation -- seems to me the riskiest stock of the three.On balance, I have to conclude that all three of these cybersecurity stocks cost too much to justify an investment at this point, no matter what the headlines say today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037435202,"gmtCreate":1648164901380,"gmtModify":1676534311013,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037435202","repostId":"2222005638","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037915703,"gmtCreate":1648004473595,"gmtModify":1676534291862,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037915703","repostId":"2221095812","repostType":2,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010690037,"gmtCreate":1648348969377,"gmtModify":1676534329981,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010690037","repostId":"2222598883","repostType":4,"repost":{"id":"2222598883","kind":"news","pubTimestamp":1648253706,"share":"https://ttm.financial/m/news/2222598883?lang=&edition=fundamental","pubTime":"2022-03-26 08:15","market":"us","language":"en","title":"Palantir: No Longer Significantly Undervalued, But Still A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2222598883","media":"seekingalpha","summary":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cd1acd65270b9eedaacda706ac01e71\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Drew Angerer/Getty Images News</p><p></p><h2>Investment Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (SPY) since our article was published (+25% Vs. +4.3%).</p><p>Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.</p><p>We discuss why PLTR stock is still in the Buy zone.</p><h2>PLTR stock key metrics</h2><p></p><p><img src=\"https://static.tigerbbs.com/c3d04acf4625fc3b3543708430fd666b\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock consensus price targets Vs. stock performance (TIKR)</p><p><img src=\"https://static.tigerbbs.com/f9f1de45f6dc5f458522707d33341e20\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock NTM Revenue trend (TIKR)</p><p></p><p>PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there&#39;s still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.</p><p>Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.</p><p>Furthermore, PLTR stock&#39;s NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it&#39;s also broadly in line with its high-growth SaaS peers (12.6x) that we track.</p><p>Hence, considering the above factors, we think PLTR stock looks fairly valued now.</p><h2>Where is Palantir Heading in 2022?</h2><p>We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir&#39;s incremental operating leverage moving forward.</p><p>Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir&#39;s valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) emphasized (edited):</p><blockquote>We are wondering about the company&#39;s long-term operating margin. We saw &#39;wild swings&#39;-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. <i>Confidence in the steady-state margin profile is key</i> to understanding EPS growth longer-term. - Barron&#39;s</blockquote><p>In addition, we were also concerned about Palantir&#39;s government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.</p><p>The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir&#39;s approach, as we think it&#39;s the correct move, given <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake&#39;s customers to move workloads and test Snowflake&#39;s data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&amp;L in the near term.</p><p>Nonetheless, it&#39;s the right move for Palantir going forward. We think investors need to accord Karp &amp; Team sufficient time to encourage wider adoption of its Foundry OS.</p><p>Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment&#39;s growth. Palantir had experienced weakness in growth momentum in Europe.</p><p>But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir&#39;s Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.</p><p>And, there probably isn&#39;t another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):</p><blockquote>The work that we&#39;ve done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.</blockquote><blockquote>They are focusing on how can they can <i>use this in a real-time decision-making sort of basis.</i> <i>Europe is not the same place it was 2 years ago.</i></blockquote><blockquote>You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that&#39;s also going to create a lot of market access. Not just because they need it, but <i>they also are going to need it in the context of collaborating with Allied Forces</i>. (Morgan Stanley TMT Conference 2022)</blockquote><p>As if the emphasis by Sankar wasn&#39;t sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to &#34;step up and fight this battle alongside us in order to win.&#34; Karp emphasized (edited):</p><blockquote><i>The fantasy of an instinctively peaceful world may be comforting</i>. But it is again coming to an end.</blockquote><blockquote><i>Europe has for the past two decades stood on the sidelines</i> of the digital revolution, whose principal participants are still essentially all based in the United States.</blockquote><blockquote>The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.</blockquote><blockquote>An embrace of the relationship between technology and the state, between <i>disruptive companies that seek to dislodge</i> the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)</blockquote><p>Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir&#39;s platform to integrate their intelligence, surveillance, and sensors with the US government.</p><p>Hence, we believe it could even elevate Palantir&#39;s commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.</p><h2>Is PLTR Stock A Buy, Sell, Or Hold?</h2><p>We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.</p><p>Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.</p><p>Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.</p><p>As such, <i>we reiterate our Buy rating on PLTR stock</i>.</p></body></html>","source":"seekingalpha","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: No Longer Significantly Undervalued, But Still 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: No Longer Significantly Undervalued, But Still A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","MS":"摩根士丹利","SNOW":"Snowflake","PLTR":"Palantir Technologies Inc.","BK4503":"景林资产持仓","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","BK4548":"巴美列捷福持仓","SH":"标普500反向ETF","BK4127":"投资银行业与经纪业","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4535":"淡马锡持仓","BK4543":"AI"},"source_url":"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222598883","content_text":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF (SPY) since our article was published (+25% Vs. +4.3%).Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.We discuss why PLTR stock is still in the Buy zone.PLTR stock key metricsPLTR stock consensus price targets Vs. stock performance (TIKR)PLTR stock NTM Revenue trend (TIKR)PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there's still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.Furthermore, PLTR stock's NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it's also broadly in line with its high-growth SaaS peers (12.6x) that we track.Hence, considering the above factors, we think PLTR stock looks fairly valued now.Where is Palantir Heading in 2022?We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir's incremental operating leverage moving forward.Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir's valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. Morgan Stanley (MS) emphasized (edited):We are wondering about the company's long-term operating margin. We saw 'wild swings'-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. Confidence in the steady-state margin profile is key to understanding EPS growth longer-term. - Barron'sIn addition, we were also concerned about Palantir's government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir's approach, as we think it's the correct move, given Snowflake's (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake's customers to move workloads and test Snowflake's data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&L in the near term.Nonetheless, it's the right move for Palantir going forward. We think investors need to accord Karp & Team sufficient time to encourage wider adoption of its Foundry OS.Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment's growth. Palantir had experienced weakness in growth momentum in Europe.But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir's Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.And, there probably isn't another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):The work that we've done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.They are focusing on how can they can use this in a real-time decision-making sort of basis. Europe is not the same place it was 2 years ago.You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that's also going to create a lot of market access. Not just because they need it, but they also are going to need it in the context of collaborating with Allied Forces. (Morgan Stanley TMT Conference 2022)As if the emphasis by Sankar wasn't sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to \"step up and fight this battle alongside us in order to win.\" Karp emphasized (edited):The fantasy of an instinctively peaceful world may be comforting. But it is again coming to an end.Europe has for the past two decades stood on the sidelines of the digital revolution, whose principal participants are still essentially all based in the United States.The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.An embrace of the relationship between technology and the state, between disruptive companies that seek to dislodge the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir's platform to integrate their intelligence, surveillance, and sensors with the US government.Hence, we believe it could even elevate Palantir's commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.Is PLTR Stock A Buy, Sell, Or Hold?We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.As such, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037863612,"gmtCreate":1648079669510,"gmtModify":1676534300849,"author":{"id":"4105016896247580","authorId":"4105016896247580","name":"Tototolow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105016896247580","authorIdStr":"4105016896247580"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037863612","repostId":"9037154995","repostType":1,"repost":{"id":9037154995,"gmtCreate":1648065737806,"gmtModify":1676534298595,"author":{"id":"4101997926501770","authorId":"4101997926501770","name":"BoldMeow","avatar":"https://static.tigerbbs.com/eeb004e36c7856aa797adba1ae5a1d8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101997926501770","authorIdStr":"4101997926501770"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Beautiful closing number... 999.11","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Beautiful closing number... 999.11","text":"$Tesla Motors(TSLA)$Beautiful closing number... 999.11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037154995","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}