Palantir: Taking Over The World

Seeking Alpha2022-08-10

SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Comment（26）

BlitzBison
·2022-08-11
Ok
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GodSpeed
·2022-08-11
Like
Reply
1
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tungleh
·2022-08-11
[OK]
Reply
2
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Ohshi
·2022-08-11
Ok... Buy more again
Reply
2
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Vincent1968
·2022-08-11
Follow
Reply
1
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kencarrot
·2022-08-11
Lol
Reply
1
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LeeWan
·2022-08-11
Ok
Reply
3
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D.Billions
·2022-08-11
Haha....Seeking Alpha never give up writing articles and pumping this rubbish to the sky. Looks like Karp have paid them using investors money till end of this year.
Reply
7
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CPCat
·2022-08-11
The 30% y-o-y projected growth is good, if it happens...
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3
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lionfish
·2022-08-10
Please to the 🌝
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2
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Dawang
·2022-08-10
Need to consolidate
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2
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CharWF
·2022-08-10
Nice
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5
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newbees
·2022-08-10
A long term holding stock
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5
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yngwin111
·2022-08-10
Waiting waiting n price always disappointed
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2
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lawyer07
·2022-08-10
Yes right
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2
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dnp
·2022-08-10
Wonderful. Thanks for sharing. Cheers.
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3
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carroll
·2022-08-10
hi
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2
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carroll
·2022-08-10
hi
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2
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PapaLim
·2022-08-10
Dca?
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NPC69
·2022-08-10
K
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2
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(NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9907515584,"gmtCreate":1660216870350,"gmtModify":1703479170642,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4096589756885460","authorIdStr":"4096589756885460"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907515584","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907818105,"gmtCreate":1660175560810,"gmtModify":1703478666286,"author":{"id":"3555741898245131","authorId":"3555741898245131","name":"GodSpeed","avatar":"https://static.tigerbbs.com/ee5f7232b69fab8a90a42644f3305575","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3555741898245131","authorIdStr":"3555741898245131"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907818105","repostId":1126896125,"repostType":2,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907152706,"gmtCreate":1660172494207,"gmtModify":1703478571014,"author":{"id":"3581840130059040","authorId":"3581840130059040","name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581840130059040","authorIdStr":"3581840130059040"},"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907152706","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907134272,"gmtCreate":1660168755397,"gmtModify":1703478490790,"author":{"id":"3572430379090714","authorId":"3572430379090714","name":"Ohshi","avatar":"https://community-static.tradeup.com/news/2ad654c603e3ee9ca47904f8b9b9f7ae","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3572430379090714","authorIdStr":"3572430379090714"},"htmlText":"Ok... Buy&nbsp;more again&nbsp;","listText":"Ok... Buy&nbsp;more again&nbsp;","text":"Ok... Buy more again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907134272","repostId":1126896125,"repostType":2,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907138925,"gmtCreate":1660168134969,"gmtModify":1703478483323,"author":{"id":"3586393315819735","authorId":"3586393315819735","name":"Vincent1968","avatar":"https://community-static.tradeup.com/news/7f106edb1e06baf3c68462c050422f46","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586393315819735","authorIdStr":"3586393315819735"},"htmlText":"Follow&nbsp;","listText":"Follow&nbsp;","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907138925","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907104135,"gmtCreate":1660165633429,"gmtModify":1703478456978,"author":{"id":"3581764784067746","authorId":"3581764784067746","name":"kencarrot","avatar":"https://static.tigerbbs.com/99bb3314847ae532130ee6780cc9cd98","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3581764784067746","authorIdStr":"3581764784067746"},"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907104135","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907376497,"gmtCreate":1660150992422,"gmtModify":1703478436202,"author":{"id":"3558097748623340","authorId":"3558097748623340","name":"LeeWan","avatar":"https://static.tigerbbs.com/88769849d29a340fce73355c249755a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3558097748623340","authorIdStr":"3558097748623340"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907376497","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907379204,"gmtCreate":1660148950312,"gmtModify":1703478429280,"author":{"id":"4091284840222960","authorId":"4091284840222960","name":"D.Billions","avatar":"https://static.tigerbbs.com/29001ed73c58d3156d6a33fa7525ca72","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4091284840222960","authorIdStr":"4091284840222960"},"htmlText":"Haha....Seeking Alpha never give up writing articles and pumping&nbsp;this rubbish to the sky. Looks like&nbsp;Karp have&nbsp;paid them using investors money&nbsp;till end of this year.","listText":"Haha....Seeking Alpha never give up writing articles and pumping&nbsp;this rubbish to the sky. Looks like&nbsp;Karp have&nbsp;paid them using investors money&nbsp;till end of this year.","text":"Haha....Seeking Alpha never give up writing articles and pumping this rubbish to the sky. Looks like Karp have paid them using investors money till end of this year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907379204","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907347087,"gmtCreate":1660148159152,"gmtModify":1703478425010,"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3582520228861009","authorIdStr":"3582520228861009"},"htmlText":"The 30% y-o-y projected growth is good, if it happens...","listText":"The 30% y-o-y projected growth is good, if it happens...","text":"The 30% y-o-y projected growth is good, if it happens...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907347087","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907355625,"gmtCreate":1660146094769,"gmtModify":1703478406020,"author":{"id":"3573708982649567","authorId":"3573708982649567","name":"lionfish","avatar":"https://static.tigerbbs.com/600742da9324aaafd60fcfc5b64fca66","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3573708982649567","authorIdStr":"3573708982649567"},"htmlText":"Please to the 🌝","listText":"Please to the 🌝","text":"Please to the 🌝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907355625","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907350796,"gmtCreate":1660145510417,"gmtModify":1703478395037,"author":{"id":"3579482809178950","authorId":"3579482809178950","name":"Dawang","avatar":"https://static.tigerbbs.com/d0f01f2346125f600328ffd48beb3a4c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"idStr":"3579482809178950","authorIdStr":"3579482809178950"},"htmlText":"Need to consolidate&nbsp;","listText":"Need to consolidate&nbsp;","text":"Need to consolidate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907350796","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907324305,"gmtCreate":1660145226409,"gmtModify":1703478390536,"author":{"id":"3582633338719689","authorId":"3582633338719689","name":"CharWF","avatar":"https://static.tigerbbs.com/480b91cd8f3c49bc36c742b17b0ae054","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582633338719689","authorIdStr":"3582633338719689"},"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907324305","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907326532,"gmtCreate":1660144948328,"gmtModify":1703478386354,"author":{"id":"4097756749232680","authorId":"4097756749232680","name":"newbees","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"idStr":"4097756749232680","authorIdStr":"4097756749232680"},"htmlText":"A long term holding stock","listText":"A long term holding stock","text":"A long term holding stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907326532","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907326905,"gmtCreate":1660144915710,"gmtModify":1703478385350,"author":{"id":"3565225896317833","authorId":"3565225896317833","name":"yngwin111","avatar":"https://static.tigerbbs.com/7b6da8ffb6e7348c5800f5edb3ff9e62","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3565225896317833","authorIdStr":"3565225896317833"},"htmlText":"Waiting waiting n price always disappointed&nbsp;","listText":"Waiting waiting n price always disappointed&nbsp;","text":"Waiting waiting n price always disappointed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907326905","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907321545,"gmtCreate":1660144732989,"gmtModify":1703478383022,"author":{"id":"4090324248878640","authorId":"4090324248878640","name":"lawyer07","avatar":"https://community-static.tradeup.com/news/769d9fd5c11270603c7816dba49cdce8","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4090324248878640","authorIdStr":"4090324248878640"},"htmlText":"Yes right","listText":"Yes right","text":"Yes right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907321545","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907365466,"gmtCreate":1660143928657,"gmtModify":1703478373194,"author":{"id":"4094892517327350","authorId":"4094892517327350","name":"dnp","avatar":"https://static.tigerbbs.com/91187ee647b202cbe0c2620e3757513c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4094892517327350","authorIdStr":"4094892517327350"},"htmlText":"Wonderful. Thanks for sharing. Cheers.&nbsp;","listText":"Wonderful. Thanks for sharing. Cheers.&nbsp;","text":"Wonderful. Thanks for sharing. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907365466","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907365918,"gmtCreate":1660143857836,"gmtModify":1703478372033,"author":{"id":"3581250367192554","authorId":"3581250367192554","name":"carroll","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581250367192554","authorIdStr":"3581250367192554"},"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907365918","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907362764,"gmtCreate":1660143839360,"gmtModify":1703478371697,"author":{"id":"3581250367192554","authorId":"3581250367192554","name":"carroll","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581250367192554","authorIdStr":"3581250367192554"},"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907362764","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907362413,"gmtCreate":1660143794235,"gmtModify":1703478371529,"author":{"id":"4090795965049050","authorId":"4090795965049050","name":"PapaLim","avatar":"https://static.tigerbbs.com/e1fc8d1e397c606e86e6917bfcb66819","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4090795965049050","authorIdStr":"4090795965049050"},"htmlText":"Dca?","listText":"Dca?","text":"Dca?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907362413","repostId":1126896125,"repostType":2,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9907363238,"gmtCreate":1660143292327,"gmtModify":1703478364520,"author":{"id":"3584779133668268","authorId":"3584779133668268","name":"NPC69","avatar":"https://static.tigerbbs.com/47e7ac55312ae8dd1c9e7cb92adad089","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3584779133668268","authorIdStr":"3584779133668268"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907363238","repostId":1126896125,"repostType":4,"repost":{"id":"1126896125","kind":"news","pubTimestamp":1660141824,"share":"https://ttm.financial/m/news/1126896125?lang=&edition=fundamental","pubTime":"2022-08-10 22:30","market":"us","language":"en","title":"Palantir: Taking Over The World","url":"https://stock-news.laohu8.com/highlight/detail?id=1126896125","media":"Seeking Alpha","summary":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instea","content":"<html><head></head><body>Summary<ul><li>Investors probably shouldn&#39;t count pennies regarding Palantir and its earnings results.</li><li>Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.</li><li>Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.</li><li>As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.</li></ul>Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you&#39;re worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday&#39;s session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday&#39;s session.<img src=\"https://static.tigerbbs.com/577c4de0e0341969c2876744fe70f1e8\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/>PLTR(StockCharts.com)Moreover, Palantir&#39;s stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir&#39;s software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company&#39;s shares, and Palantir&#39;s stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir&#39;s solutions, agency databases were &#34;siloed,&#34; forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir&#39;s software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy &#34;counting pennies&#34; rather than concentrating on the future.I&#39;ve said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir&#39;s solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir&#39;s products are very sticky and have high switching costs. Therefore, once on Palantir&#39;s software, a company should become a long-term consumer of Palantir&#39;s products and services.Q2 - Better Than The Initial Reaction<img src=\"https://static.tigerbbs.com/0e72499fcab454a0ee054156978ddb2c\" tg-width=\"640\" tg-height=\"728\" referrerpolicy=\"no-referrer\"/>Statement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&amp;D declined, and SG&amp;A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable Highlights<img src=\"https://static.tigerbbs.com/ba28d5bb7d058c85b3d9b0b35cd2f2cd\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Q2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir&#39;s commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir&#39;s products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir&#39;s CEO, said that Palantir remains focused on the long term, and so should you if you&#39;re a Palantir shareholder.<blockquote>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.&#34; - Alex Karp.</blockquote>We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn&#39;t be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn&#39;t be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir&#39;s stock price should advance significantly in the coming years.Here&#39;s what Palantir&#39;s financials could look like in the future:<table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table>Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company&#39;s revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year&#39;s sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are still minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?<ul><li>Invest alongside the Financial Prophet&#39;sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.</li><li>Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.</li><li>Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.</li></ul>All-Weather Portfolio vs. The S&amp;P 500<img src=\"https://static.tigerbbs.com/2619c482b97b7e0b94fce0a7c81b09db\" tg-width=\"550\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></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: Taking Over The World</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\">\nPalantir: Taking Over The World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532201-palantir-taking-over-the-world>Seeking Alpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nSummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer ...\n\n<a href=\"https://seekingalpha.com/article/4532201-palantir-taking-over-the-world\">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/4532201-palantir-taking-over-the-world","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126896125","content_text":"SummaryInvestors probably shouldn't count pennies regarding Palantir and its earnings results.Instead, we should focus on the big picture and consider that Palantir expanded its commercial customer count in the U.S. by 250% YoY.Palantir is a dominant, monopolistic style company with significant competitive advantages, an extremely long growth runway, and excellent profitability potential.As the company continues to expand operations, grow revenues, and improve profitability, its share price should appreciate considerably in the coming years.Palantir Technologies Inc. (NYSE:PLTR) is taking over the world, and you're worried about one earnings announcement? Instead of posting a small profit of three cents per share, Palantir reported a loss of one cent per share. Many investors did not take the news well, and Palantir ended Monday's session down by about 14%. Additionally, Palantir dropped by another 8% by late Tuesday's session.PLTR(StockCharts.com)Moreover, Palantir's stock is still down by about 80% from its ATH, floating around its IPO price from almost two years ago. However, Palantir is a high-growth company with a highly long growth runway. Furthermore, Palantir demonstrates substantial profitability potential and should become increasingly profitable with time. Also, as a Palantir investor, I am more focused on the 250% YoY increase in the U.S. commercial customer count rather than the one-cent loss.Palantir is a rapidly growing monopolistic-style company that has the potential to take over the world. No, not literally, but Palantir's software products and services are being adopted by more and more agencies and companies in the U.S. and globally. Therefore, Palantir should continue expanding operations, growing revenues, and increasing profits as the company advances. This dynamic should lead to increased demand for the company's shares, and Palantir's stock price should appreciate considerably in the coming years.Palantir is a monopolistic, high-growth company with a remarkably long growth runway and massive profitability potential. Moreover, Palantir has a significant competitive advantage - the U.S. government. U.S. government agencies prefer Palantir, and for a good reason. Before Palantir's solutions, agency databases were \"siloed,\" forcing users to search specific databases individually. Now, everything is linked together using Palantir. For example, thanks to Palantir, the FBI can access critical data from a police department without going through miles of red tape.There is some mystery about what Palantir does and what makes the company unique. In essence, Palantir's software combines various operational elements, making them work seamlessly and safely. Palantir could also be viewed as the master of data, and critical information, a remarkably profitable business in this age. Many market participants are too busy \"counting pennies\" rather than concentrating on the future.I've said that Palantir does not need to be profitable now because specific companies (like Palantir) can increase profitability when their growth potential begins running out. For now, it does not matter if Palantir makes a modest profit or reports a slight loss in the greater scheme of things. It is enough that Palantir demonstrates the potential for significant profitability down the line. For now, Palantir should continue focusing on growing customer count, increasing revenues, hiring and retaining top talent, and providing the best products and services in its industry.Furthermore, Palantir has worked closely with numerous government agencies for years, adding to the perception that Palantir is the most trustworthy company in its space. Thus, we see the continuous growth and increased interest in Palantir's solutions from commercial clients. Around this time last year, Palantir only had 39 corporate clients in the U.S.; now, that number is 119. In addition, Palantir's products are very sticky and have high switching costs. Therefore, once on Palantir's software, a company should become a long-term consumer of Palantir's products and services.Q2 - Better Than The Initial ReactionStatement of operations(Investors.palantir.com)We continue seeing robust revenue growth while the cost of revenue declines. YoY revenues jumped by 26%, but the cost of revenue increased by only 12%. Gross profit came in at $370.8 million, surging by 30% YoY. Therefore, we see Palantir becoming increasingly profitable with scale. This trend of higher profitability is constructive and should continue, becoming more pronounced as the company continues expanding operations and revenues in future years.Additionally, we see a positive trend of lower operating expenses. Sales and marketing grew slightly, R&D declined, and SG&A expenses were roughly flat YoY. In general, operating costs fell by 4% YoY. Additionally, stock-based compensation continues declining, dropping by more than 30%YoY. The adjusted operating margin came in at 23%. The adjusted gross margin came in at approximately 80.8% for the quarter, demonstrating remarkable profitability and massive earnings potential.Q2 - Remarkable HighlightsQ2 highlights(Investors.palantir.com)We saw robust YoY revenue growth, with an ever higher 45% growth rate in the U.S. Palantir's commercial business is performing excellently, growing revenues by 46%, with outperformance in the U.S., increasing revenues by a whopping 120% in that crucial market. Moreover, the U.S. commercial customer count exploded by 250% YoY, illustrating incredible demand for Palantir's products and services and implying significant future growth and widespread adoption for Palantir.Palantir Could Achieve Widespread AdoptionKarp, Palantir's CEO, said that Palantir remains focused on the long term, and so should you if you're a Palantir shareholder.\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.\" - Alex Karp.We must consider that Palantir is in the very early stages of its operations, growth, and profitability. Yet, the company offers the top products and services in its space. If it did not, Palantir probably wouldn't be the contractor of choice for the U.S. government, including the DOD, CIA, NSA, and other intelligence agencies. Moreover, Palantir probably wouldn't be seeing such spectacular growth in the corporate space if its competitors had the upper hand. Furthermore, we see that Palantir has significant competitive advantages. Thus, we can conclude that Palantir could achieve widespread adoption in the corporate world. Suppose Alex Karp is right and large government, civil, and corporate institutions of the U.S. and its allies run significant portions of their operations on Palantir. In that case, the sky is the limit, and Palantir's stock price should advance significantly in the coming years.Here's what Palantir's financials could look like in the future:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetPalantir is trading around seven times forward sales estimates, and the P/S multiple could expand as the company advances. Palantir has a log growth runway, and the company's revenue growth could be around 30% in the coming years. In comparison, Nvidia (NVDA) has slower growth projections, and the stock trades at about 14 times next year's sales estimates. Valuations of ten times sales and higher are widespread in the hardware and software industries.Even Microsoft (MSFT), a mature software company, trades at approximately nine times forward sales, more expensive than Palantir. Therefore, we see that Palantir is relatively cheap and could experience multiple expansion as the company advances in future years. Thus, as Palantir continues increasing revenues and improving profitability, its stock could reach the $40 - 50 range within several years.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.Are You Getting The Returns You Want?Invest alongside the Financial Prophet'sAll-Weather Portfolio(2021 return 51%), and achieve optimal results in any market.Our Daily Prophet Report provides the crucial information you need before the opening bell rings each morning.Implement our Covered Call Dividend Planandearn an extra 40-60% on some of your investments.All-Weather Portfolio vs. The S&P 500","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":178,"commentSize":26,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}