“Palantir is a buy-the-dip despite premium valuation — execution on AIP adoption, commercial and government demand, 75% revenue growth, and earnings growing nearly 200% make it cheaper.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Commercial revenues continue expanding. Government demand remains strong. And artificial intelligence platform adoption continues growing.
Earnings in the latest quarter grew 75% with net income growing nearly 200% analysts rate the stock a buy with an average 12-month price target of $182 per share
Risk
the valuations remain premium, not as crazy as it once was when the earnings multiple was above 200 X, but still high.
The structured call
The receipt
Publish-day price $$133.72 · the claim is anchored to the moment it was said.