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2021-09-03
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Palantir: You Won, Still Want to Play?
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The company lost $138.5 million, 7 cents per share, on revenue of $375.6 million.</p>\n<p>Analysts had hoped for a small profit but forgave easily as revenue climbed 49% year over year. More important, commercial revenue was up 90%.</p>\n<p><b>Commercial Success?</b></p>\n<p>The release trumpeted the signing of 62 deals, each worth $1 million or more, but only 20 customers were new in the second quarter. After adjustments and dilution, Palantir claimed it earned 4 cents/share. That precisely matched analyst expectations. But revenue growth was ahead of expectations by $18 million.</p>\n<p>Palantir does big data, connecting back end collection with real time analysis. The idea is to look at all a company’s data through a single model. After the market failure of Cloudera, now owned by private equity, and of <b>International Business Machine’s</b>(NYSE:<b><u>IBM</u></b>) Watson, this is a big deal.</p>\n<p>The promise, and continuing purchases of Palantir stock by Cathie Woods’ ARK funds, have given the company an enormous valuation, relative to its size. On August 31 the market cap was $50 billion, on 2021 revenue of maybe $1.5 billion.</p>\n<p><b>Strange Days Indeed</b></p>\n<p>What management is doing with Palantir’s cash is also unusual. For one thing, it has put $33 million into the Private Investment in Public Equity (PIPE) of Special Purpose Acquisition Companies (SPACs). SPACs are in bad odor these days. But Palantir believes its $310 million investmentwill lock in big customers.</p>\n<p>It makes a strange sort of sense that the company would startlooking at Bitcoin for payments. This is designed to protect against an unspecified “black swan event,” like a market crash, that would collapse currencies like the dollar.</p>\n<p>But gold? Gold prices peaked in 2020 and are since down about 10%.</p>\n<p>Moves like these make analysts scratch their heads. But they tell retail investors that CEO Alex Karp and co-founder Peter Thiel are imbued with some special knowledge. Retail investors love the name. They also love the swashbuckling style of the two founders. They like the way they “stick it to the man,” the man in this case being the Cloud Czars. (When talking about the military-industrial complex, remember, they are they man.) They love it eschewing Silicon Valley for Denver. (Fact is, tech outfits can be based anywhere and nowhere today. Wherever you go, there you are.)</p>\n<p><b>What Matters</b></p>\n<p>What should matter are Palantir’s efforts to expand beyond its spy-and-military base into commercial markets.</p>\n<p>As our Luke Lango notes, this effort has only just begun. PLTR stock “absolutely dominates” use cases in military and defense, he notes. He has a price target of $30/share on the stock. Our Thomas Niel is alsopositive on Palantir.</p>\n<p><b>The Bottom Line</b></p>\n<p>Palantir’s growth is a good reason to buy the stock. Its controversies matter less than its secrecy. Remember, Karp and Thiel can’t be kicked to the curb no matter what. They’re locked-in by a dual-share structure.</p>\n<p>Traditional analysts at Tipranks see the risk outracing the reward. Of 6 following the stock,3 say sell. That’s not the way the kids at Redditsee it. They love the opacity, the military deals, and the idea that buying PLTR stock means participating in the “great game” of foreign intrigue.</p>\n<p>I could care less. What I care about is real growth and profits. Right now, growth is at 50% and profits are a mirage. You can speculate on that, but just remember that Palantir is already an expensive stock. Meeting expectations won’t be good enough.</p>","source":"lsy1606302653667","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: You Won, Still Want to Play?</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: You Won, Still Want to Play?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 14:46 GMT+8 <a href=https://investorplace.com/2021/09/pltr-stock-won-still-want-to-play/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir looked like a winner after second quarter earnings, but it's still an expensive stock.\n\nBefore Palantir Technologies Inc. issued second quarter earnings early this month,I recommended the ...</p>\n\n<a href=\"https://investorplace.com/2021/09/pltr-stock-won-still-want-to-play/\">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://investorplace.com/2021/09/pltr-stock-won-still-want-to-play/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122051495","content_text":"Palantir looked like a winner after second quarter earnings, but it's still an expensive stock.\n\nBefore Palantir Technologies Inc. issued second quarter earnings early this month,I recommended the stock.\nAfter analyzing the prospects for its data analysis software, I suggested that if you were looking for the next big thing, “this may be worth nibbling on.”\nSince then, shares are up 16% as the second quarter earnings are digested by the market. The company lost $138.5 million, 7 cents per share, on revenue of $375.6 million.\nAnalysts had hoped for a small profit but forgave easily as revenue climbed 49% year over year. More important, commercial revenue was up 90%.\nCommercial Success?\nThe release trumpeted the signing of 62 deals, each worth $1 million or more, but only 20 customers were new in the second quarter. After adjustments and dilution, Palantir claimed it earned 4 cents/share. That precisely matched analyst expectations. But revenue growth was ahead of expectations by $18 million.\nPalantir does big data, connecting back end collection with real time analysis. The idea is to look at all a company’s data through a single model. After the market failure of Cloudera, now owned by private equity, and of International Business Machine’s(NYSE:IBM) Watson, this is a big deal.\nThe promise, and continuing purchases of Palantir stock by Cathie Woods’ ARK funds, have given the company an enormous valuation, relative to its size. On August 31 the market cap was $50 billion, on 2021 revenue of maybe $1.5 billion.\nStrange Days Indeed\nWhat management is doing with Palantir’s cash is also unusual. For one thing, it has put $33 million into the Private Investment in Public Equity (PIPE) of Special Purpose Acquisition Companies (SPACs). SPACs are in bad odor these days. But Palantir believes its $310 million investmentwill lock in big customers.\nIt makes a strange sort of sense that the company would startlooking at Bitcoin for payments. This is designed to protect against an unspecified “black swan event,” like a market crash, that would collapse currencies like the dollar.\nBut gold? Gold prices peaked in 2020 and are since down about 10%.\nMoves like these make analysts scratch their heads. But they tell retail investors that CEO Alex Karp and co-founder Peter Thiel are imbued with some special knowledge. Retail investors love the name. They also love the swashbuckling style of the two founders. They like the way they “stick it to the man,” the man in this case being the Cloud Czars. (When talking about the military-industrial complex, remember, they are they man.) They love it eschewing Silicon Valley for Denver. (Fact is, tech outfits can be based anywhere and nowhere today. Wherever you go, there you are.)\nWhat Matters\nWhat should matter are Palantir’s efforts to expand beyond its spy-and-military base into commercial markets.\nAs our Luke Lango notes, this effort has only just begun. PLTR stock “absolutely dominates” use cases in military and defense, he notes. He has a price target of $30/share on the stock. Our Thomas Niel is alsopositive on Palantir.\nThe Bottom Line\nPalantir’s growth is a good reason to buy the stock. Its controversies matter less than its secrecy. Remember, Karp and Thiel can’t be kicked to the curb no matter what. They’re locked-in by a dual-share structure.\nTraditional analysts at Tipranks see the risk outracing the reward. Of 6 following the stock,3 say sell. That’s not the way the kids at Redditsee it. They love the opacity, the military deals, and the idea that buying PLTR stock means participating in the “great game” of foreign intrigue.\nI could care less. What I care about is real growth and profits. Right now, growth is at 50% and profits are a mirage. You can speculate on that, but just remember that Palantir is already an expensive stock. 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