Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)

seekingalpha11-08

Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance ...

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火火兔爸
11-08
火火兔爸
作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。

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For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software","content":"<html><body><ul><li>Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.</li><li>Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.</li><li>Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.</li><li>While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>hapabapa</p></figcaption></figure><div></div> <p>Palantir (<span>NYSE:PLTR</span>) is adjacent to Nvidia Corporation (NVDA) in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)</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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