DiscoverGold
6 hours ago
PLTR (Palantir) Weekly Analysis
By: TrendSpider | February 7, 2025
β’ Palantir reported earnings this week, posting $828M in revenue (+36% YoY) and EPS of $0.14 (+75% YoY), fueled by 52% U.S. growth and a 64% surge in commercial contracts. The stock rallied 44% this week, pushing its market cap to $264B, now among the top 50 global companies by market cap. However, trading at 330x earnings and 92x revenue has analysts splitβbuy and sell targets range from $125+ to as low as $40, as much as 65% below current levels. Can AI momentum sustain these valuations?
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fwb
1 day ago
Palantir Adds Elon Musk's AI Chatbot Grok To AIP
Palantir Technologies, Inc.
PLTR+6.25%
announced on Thursday that it has added xAI's large language model Grok to its AIP platform.
The Details: Grok, developed by Elon Musk's AI start-up xAI, is now available in Palantir's AIP in addition to other LLMs including Meta's Llama, Gemini, GPT-4 and Anthropic's Claude.
Palantir said it has "brought Grok to the enterprise" in a post on Musk's social media platform X.
DiscoverGold
3 days ago
Palantir Technologies (PLTR) Stock Soars Over 20% to Record Highs
By: Schaeffer's Investment Research | February 4, 2025
β’ Palantir Technologies posted upbeat fourth-quarter results amid AI growth
β’ One of the many PLTR bears changed their stance after the company's upbeat earnings results
Software stock Palantir Technologies Inc (NASDAQ:PLTR) is up 22.9% at $102.94 at last glance, earlier soaring to a fresh record high of $106.91, after the company's impressive fourth-quarter results and 2025 revenue forecast. Morgan Stanley upgraded the stock to "equal weight" from "underweight" after the event, while a flood of other analysts lifted their price targets.
The artificial intelligence (AI) boom played a huge role in the results, and Palantir Technologies' Chief Technology Officer Shyam Sankar is making headlines as he discusses competition with China, calling it an "AI arms race." Over the last year, PLTR has jumped 533% as AI momentum carries on.
Analysts, however, are mostly bearish on the equity, leaving plenty of room for upgrades going forward. Of the 18 brokerages in coverage, 16 carry a "hold" or worse rating.
Unsurprisingly, options traders are blasting PLTR straight out of the gate. Within the first 15 minutes of trading, the stock has seen 6 times the options volume typically seen at this point. The weekly 2/7 110-strike call is the most popular, followed by the 105-strike call in the same series, with new positions being opened at both.
This marks a shift in sentiment, as options traders were more bearish than usual over the last two weeks amid the stock's already-high valuation. This is per PLTR's 10-day put/call volume ratio at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which ranks higher than 80% of readings from the past year.
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DiscoverGold
fwb
4 days ago
Check back at the EOY, you maybe correct
All i know is Others said the Same about PLTR (TOO HIGH) PE RATIO and PRICE when I bought below $20.00 a few years ago..... And here we are now $100.00+
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solarity
4 days ago
Recent comment from Palantir CTO Shyam Sankar
"We have a decade-long headstart and that differentiation starts with the Ontology ... to drive AIP across these applications. When you look at the legacy software companies, I'm not sure they understand it yet." "If you look at the models, you see that they're getting better, which is awesome but they're also getting more similar across both closed and open source models. While they're improving, they're converging upon each other. All while the price of inference is dropping precipitously. So if you even look at these model companies, they have to build applications around these models to extract value. That's where we have a decade-long head start.
We've been building the the forge to create and implement AI applications at scale throughout the Enterprise and that differentiation starts with the Ontology, you know, using the Ontology to drive AIP across these applications. When you look at the Legacy software companies, I'm not sure they understand it yet. But when you look at the Innovative Silicon Valley companies they recognize the wall of tech Investments this implies that's in front of them that's going to act like a great filter."