Palantir Vision 🔮
@PalantirVision
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There are only 9 US large cap stocks with 35%+ revenue growth, P/S under 20, that are FCF positive, with a founder as CEO, having paid no dividends:
Tesla, Block, Zoom, Roku, Pinterest, Palantir, Wayfair, Affirm, & ZoomInfo
$PLTR
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$PLTR soars on news that Ark Invest has sold out of it…
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I finished recording with
@heydave7
a couple hours ago. He really knows his stuff! Excellent discussion topics on $PLTR. Video on his channel will be live in a few days. Thanks for giving me a chance, Dave
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Big congrats to all
@PalantirTech
employees and long-term investors!
$PLTR is shining bright today!
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BREAKING: Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y $PLTR
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$PLTR announces $36 million contract with US Army, stock up 3¢ after hours
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$PLTR Q2 2021 Highlights
- Total revenue grew 49% year-over-year to $376 million
- US commercial revenue grew 90% year-over-year
- Closed 62 deals of $1 million or more
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Morgan Stanley upgrading $PLTR price target to $16, implying 40% upside
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Everything Alex Karp Just Said About $PLTR in New Interview
Watch Supercut Now:
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Breaking: Not only is
@elonmusk
selling $TSLA but he’s also selling $GOOG and the rest of the market too…
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BREAKING: $PLTR CEO Alex Karp will host a video conference and take questions from analysts and shareholders at 8:00 AM ET on earnings day, Feb 17th
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Now with ~4k Twitter followers and ~40k YouTube subscribers (🙏), maybe it’s time for $PLTR to go to $40!
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Breaking: $PLTR CEO Alex Karp on Q1 Results:
"Our company, and the world, are at an inflection point . . . Our business is a rare amalgam from an investing perspective that blends aspects of both value and growth."
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$PLTR Q1 Highlights:
• Revenue up 31% YoY
• Commercial up 54% YoY (136% US)
• Government up 16% YoY
• Customer count up 86% YoY
• GAAP net loss per share of $(0.05)
• Adjusted EPS of $0.02
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Congrats to
@elonmusk
on almost gaining the entire market cap of $PLTR in one day. Well deserved on an incredible quarter. What is money anyways?
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$PLTR institutional ownership is showing in Bloomberg at 40.29%, up from 28.55% one year ago. Still slightly off highest point of ~43% at end of 2021.
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$PLTR Q3 Highlights
Total revenue up 36% year-over-year to $392 million
34 net new customers
Commercial count grew 46% QoQ
US commercial revenue up 103% YoY
Adjusted FCF $119 million
Closed 54 deals of $1 million or more
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YouTube comment of the day: “If I have one share in Tesla at $780 and it grows to $3k by 2025 how much would that be worth? How do I figure this out”
@WR4NYGov
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$PLTR is doing its earnings call entirely through YouTube? (ie no webcast) Is this a first for a public company?
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$PLTR be like: yeah, maybe we should tell our investors about this at 7:21PM on a Tuesday...
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@elonmusk
, plot twist: he’s stress-testing the stock before a split announcement this month…
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Open invitation to
@GerberKawasaki
to come on the channel and talk about views on
@PalantirTech
. I respect you and your work very much, Ross. My community wants to have a discourse with you on your statements about $PLTR. What do you say?
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Dave wanted to do a 20 min conversation. We went for an hour I think 😂 $PLTR
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Hell of a day -- $PLTR ending up 25% off of pre-market lows
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“There is no reason this company shouldn’t be 20 times bigger” — Alex Karp, nonchalantly 🚀$PLTR
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$PLTR continues its breakout, reaching $27.50 intraday
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BREAKING: $PLTR Q4 Earnings (via Bloomberg)
"Palantir Reports Its First Quarter of Positive GAAP Net Income, GAAP EPS of $0.01 in Q4 2022"
Live Thread
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Reminder that $PLTR has captured less than 2% of its TAM🤫
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• $PLTR says it will be eligible for S&P 500 inclusion
• Critieria is that the stock must have 4 quarters of cumulative proftability
• Therefore, it's likely PLTR knows Q1 will be another GAAP profit and analyst concensus is currently for a loss
• Another suprise beat coming?
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Guess who’s also working with Microsoft… $PLTR
$WEJO UP 45% after announcing New Connected Vehicle Platform With Microsoft
$MSFT $PLTR
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🚨 $PLTR forecasts strong 2024 profit on robust Al demand
PALANTIR TECHNOLOGIES - SEES FY US COMMERCIAL REV IN EXCESS OF $640 MLN, REPRESENTING GROWTH RATE OF AT LEAST 40% 🚀
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Hello—lots of criticism on my episode with
@heydave7
. Apparently I’m crying, dress like Hitler, sound like Elizabeth Holmes, and talk like Trevor Milton. Fine I understand that I didn’t do a perject job answering Dave’s Qs or “selling” the stock (which is never my goal btw)… 1/3
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$PLTR makes another 52W low, falling below listing price of $10, ahead of Q1 earnings on Monday
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$PLTR has now lost 1/4th of its value in these first 3 weeks of Jan 2022
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How about some recognition that Alex Karp has stepped up and now done 3 public interviews since the Q3 earnings call? 👏 $PLTR
We need more Alex Karp. People like Elon cause he’s REAL and a genius. Palantir has this with Karp. They need to free Karp. Have you ever heard this man speak??? When he does it’s worth it. More Karp.
#Freekarp
@PalantirVision
@iamtomnash
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I don’t normally hype things but…
I think it’s a big day tomorrow
$PLTR 👀
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Breaking: $PLTR to hold Annual Meeting on June 7, 2022
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I Spoke with Palantir Management! 🔥🤩
Exclusive Q/A with $PLTR COO, CFO, Head of Global BD
(Part 1)
NEW Vid
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What many investors fail to realize is how difficult it is what
@PalantirTech
has done. The stock market is more competitive than ever. $PLTR is up 42.0% in 2 days. Wall Street did NOT see this coming. All credit goes to the employees and team! Glad to be a part of the story.
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$PLTR has surpassed relative highs since Q2 earnings report release, nearing $26
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Breaking: Alex Karp says it is "likely" $PLTR will reach a $60B+ market capitalization (and shares his fitness secrets...)
Source:
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$PLTR reaches $20 in AH, bouncing off a low of ~$18 on Monday
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$PLTR CEO is the: "Dave Portnoy of cybersecurity", says Jim Cramer
Good sign he still has no idea what
@PalantirTech
does
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$PLTR above $19 in AH. Looking for it to push well past tomorrow
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I have some *very* exciting info to share. If you care at all about $PLTR, you won’t want to miss the next few videos… 👀
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Wouldn’t it be funny if Elon filled a Form 4 saying that he bought $TSLA common stock 🤣
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I believe $PLTR will make a great comeback over the next few years
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NEWS: $PLTR software could be deployed Germany-wide; "Federal Police and the Customs Criminal Police Office to use the software."
Thanks to Axel for the tip!
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⚠️ Warning:
At $13, I believe $PLTR is now fairly valued and no longer in deep value territory based on my latest model at .
It has doubled in 2023 and could move higher but I don’t think it can do so (barring unexpected company, macro news) without
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He called the quarter a “disaster.” I now expect a rise in next few months. $PLTR
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Guys, Karp will *never* be on the conference calls unless it's an opening video. This makes sense. Let the COO, CFO, and Head of BD talk QoQ while Alex can guide the company over the long run. With that being said, we need more interviews from him... $PLTR
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Alex Karp:
“We crushed the quarter. We are on fire.”
$PLTR
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I am expecting $456M in Q1 revenue for $PLTR, above guidance of $443M, for 34% YoY growth.
$PLTR reports earnings in 1 week (May 9th) for its Q1 results. The conference call will begin at 8AM ET, with slide-deck releasing around 7AM.
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$PLTR trading at $9.50 in pre-market, below its initial DPO price of $10 back in September of 2020.
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I read the latest BofA Equity Research on Palantir.
Here's a Summary of 13 Key Points:
1/ 📈 2023 EPS Update: $PLTR's adjusted EPS of $0.05 is on point with both BofAe and Street predictions.
2/ 💹 GAAP Profitability: This marks the third straight quarter where Palantir showed
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With $PLTR stock retreating back to the $10s, I am still confused why we have not heard anything on
#Palantir
's Annual Demo Day for 2022. Last year's was in Jan. Without a Foundry & Gotham '22 Launch event, it calls into question product development that is so essential for them.
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Who else was around when $PLTR had its Inaugural Demo Day in January 26, 2021? The one tomorrow is significant with respect to new product release...
$PLTR breaks $40 following yesterday’s Demo Day presentation
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Breaking: $PLTR on Bloomberg
“We’ve invested billions … AIP is much more valuable than people realize” — Alex Karp
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$PLTR has fallen below the $20 level for the first time since the summer.
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Congrats to $PLTR on a great Q3! Looking forward to crossing the $500M quarterly revenue mark going forwards…
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$PLTR Analyst Price Targets 5/26/22:
$12 Credit Suisse
$6 RBC Capital
$11 Jefferies
$7 Citi
$11 Deutsche Bank
$13 Morgan Stanley
$27 Morningstar
$14 Piper Sandler
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BREAKING: Alex Karp $PLTR quarterly letter just released
FULL analysis...
Expansion and Growth Highlights:
- Achieved $608 million in revenue in the last quarter, a 9% increase over the previous quarter, indicating a reacceleration of growth.
- Revenue growth reflects
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$NVDA moment coming for $PLTR
🚨 $PLTR forecasts strong 2024 profit on robust Al demand
PALANTIR TECHNOLOGIES - SEES FY US COMMERCIAL REV IN EXCESS OF $640 MLN, REPRESENTING GROWTH RATE OF AT LEAST 40% 🚀
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Can you imagine:
@ElonMusk
buys your company, says he has a plan to 10x it and you will build equity, and the first thing you do is quit 🤦♂️
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