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3033H
2021-12-21
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3033H
2021-12-16
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Palantir: A Value Trap
3033H
2021-11-26
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Will Palantir Be a Trillion-Dollar Stock by 2040?
3033H
2021-10-05
Opportunity to invest in some great companies
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to come ","listText":"More to come ","text":"More to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693501341","repostId":"1154367089","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690042502,"gmtCreate":1639617109146,"gmtModify":1639617109350,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sell sell sell","listText":"Sell sell sell","text":"Sell sell sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690042502","repostId":"1143795954","repostType":4,"repost":{"id":"1143795954","pubTimestamp":1639613655,"share":"https://www.laohu8.com/m/news/1143795954?lang=&edition=full","pubTime":"2021-12-16 08:14","market":"us","language":"en","title":"Palantir: A Value Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1143795954","media":"seekingalpha","summary":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is an overvalued government contractor.</li>\n <li>The business has no intrinsic scale value.</li>\n <li>Palantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.</li>\n</ul>\n<p></p>\n<p></p>\n<p>Palantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.</p>\n<p></p>\n<p><b>A Government Consulting Business With Three Major Issues</b></p>\n<p>Someone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.</p>\n<p></p>\n<p>Palantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.</p>\n<p></p>\n<p>Revenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.</p>\n<p></p>\n<p>The first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?</p>\n<p></p>\n<p>Despite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.</p>\n<p></p>\n<p>The second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.</p>\n<p></p>\n<p>The third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.</p>\n<p></p>\n<p><b>A Fantasy Valuation</b></p>\n<p>Let's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.</p>\n<p></p>\n<p>Nonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.</p>\n<p></p>\n<p></p>\n<p><b>My Conclusion</b></p>\n<p>I'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.</p>","source":"lsy1638401102509","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: A Value Trap</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: A Value Trap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 08:14 GMT+8 <a href=https://seekingalpha.com/article/4475365-palantir-a-value-trap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (...</p>\n\n<a href=\"https://seekingalpha.com/article/4475365-palantir-a-value-trap\">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://seekingalpha.com/article/4475365-palantir-a-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143795954","content_text":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.\n\nA Government Consulting Business With Three Major Issues\nSomeone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.\n\nPalantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.\n\nRevenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.\n\nThe first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?\n\nDespite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.\n\nThe second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.\n\nThe third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.\n\nA Fantasy Valuation\nLet's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.\n\nNonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.\n\n\nMy Conclusion\nI'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877322034,"gmtCreate":1637890316766,"gmtModify":1637890316953,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Not sure ","listText":"Not sure ","text":"Not sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877322034","repostId":"2186916023","repostType":4,"repost":{"id":"2186916023","pubTimestamp":1637848500,"share":"https://www.laohu8.com/m/news/2186916023?lang=&edition=full","pubTime":"2021-11-25 21:55","market":"us","language":"en","title":"Will Palantir Be a Trillion-Dollar Stock by 2040?","url":"https://stock-news.laohu8.com/highlight/detail?id=2186916023","media":"Motley Fool","summary":"The data-mining firm has a slim chance of eventually joining the 12-zero club.","content":"<p><b>Palantir Technologies</b> (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed more government and enterprise contracts.</p>\n<p>The bears pointed out that Palantir was too heavily dependent on government clients, its enterprise business faced too many competitors, it was deeply unprofitable, and its stock was too expensive.</p>\n<p>Palantir's stock price has experienced some wild swings over the past year, but it has still more than doubled since its first trade at $10 per share.</p>\n<p>Today, Palantir is valued at $41.3 billion, or 27 times this year's sales. The bears will argue that the high price-to-sales (P/S) ratio will limit its upside, especially as rising interest rates and inflation make many high-growth tech stocks less attractive.</p>\n<p>But let's look beyond the near-term noise and see if Palantir can still generate big multibagger gains, or even become a trillion-dollar stock, over the next two decades.</p>\n<h2>How fast is Palantir growing?</h2>\n<p>Palantir expects to grow its revenue by at least 30% annually between fiscal 2021 and 2025. That forecast implies its revenue will rise from its target of $1.5 billion this year to at least $4.3 billion in 2025.</p>\n<p>The company expects that growth to be driven by its new and expanded contracts with government agencies, as well as the growth of its Foundry platform for large commercial customers. The accelerating growth of its commercial business over the past year, which notably outpaced the growth of its government business last quarter, supports that thesis.</p>\n<h2>Palantir's path toward a trillion-dollar market cap</h2>\n<p>Palantir hasn't provided any longer-term targets beyond 2025. But based on the growth trajectory of other big data companies like <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a> </b>(NYSE:CRM), its annual revenue increase could potentially decelerate and stabilize at about 20% over the following 10 years.</p>\n<p>If it hits its target for 2025, then continues to grow its revenue at an average rate of 20% over the following 10 years, it could generate nearly $27 billion in revenue in 2035.</p>\n<p>If Palantir's revenue growth then slows down to 15% per year, which would be more comparable to <b>Microsoft</b>'s (NASDAQ:MSFT) current rate, it could generate over $53 billion in revenue in 2040.</p>\n<p>Assuming the company is still valued at over 20 times sales, its market cap could surpass $1 trillion. But most tech giants that grow their revenue 15% to 25% annually aren't valued at more than 20 times sales.</p>\n<p>Microsoft, which is expected to generate 17% sales growth this year, trades at 13 times that estimate. Salesforce, which is expected to generate 24% sales growth this year, trades at just 11 times this year's sales.</p>\n<p>Therefore, Palantir's market cap could potentially hit $1 trillion by 2040, but it seems highly unlikely. Instead, it will likely be closer to $500 billion (which would still be a 12-bagger gain from its current valuation) if its stock is trading at a more reasonable P/S ratio of 10.</p>\n<h2>Look beyond the market caps</h2>\n<p>Instead of focusing on Palantir's path toward joining the 12-zero club, investors should focus on its ability to generate sustainable growth.</p>\n<p>The company has gained a firm foothold with the U.S. government, but it still faces competition from internally developed systems. Immigration and Customs Enforcement (ICE), for example, has been developing its own platform to replace Palantir's Falcon. If other agencies follow ICE's lead, the company's dream of becoming the \"default operating system for data across the U.S. government\" could abruptly end.</p>\n<p>Palantir is making solid progress in the commercial market, but its Foundry platform still faces plenty of indirect competitors like <b>C3.ai</b>, <b>Salesforce</b>'s Tableau, and Glue from <b>Amazon</b> Web Services.</p>\n<p>The company likely believes its reputation as a battle-hardened platform for the U.S. military and government agencies will attract more enterprise customers. But there's no guarantee that this appeal will last for decades or fend off newer, hungrier, and more disruptive players in the data-mining market.</p>\n<h2>Is Palantir's stock still worth buying?</h2>\n<p>I still believe Palantir's stock is a promising long-term investment on the secular growth of the data-mining and analytics market. However, there's a lot of growth already baked into the stock, and its high valuations could limit its near-term and long-term potential. Palantir probably won't hit a trillion-dollar valuation within the next two decades, but it could still outperform the market and generate impressive multibagger gains.</p>","source":"fool_stock","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>Will Palantir Be a Trillion-Dollar Stock by 2040?</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\">\nWill Palantir Be a Trillion-Dollar Stock by 2040?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 21:55 GMT+8 <a href=https://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/\">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://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186916023","content_text":"Palantir Technologies (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed more government and enterprise contracts.\nThe bears pointed out that Palantir was too heavily dependent on government clients, its enterprise business faced too many competitors, it was deeply unprofitable, and its stock was too expensive.\nPalantir's stock price has experienced some wild swings over the past year, but it has still more than doubled since its first trade at $10 per share.\nToday, Palantir is valued at $41.3 billion, or 27 times this year's sales. The bears will argue that the high price-to-sales (P/S) ratio will limit its upside, especially as rising interest rates and inflation make many high-growth tech stocks less attractive.\nBut let's look beyond the near-term noise and see if Palantir can still generate big multibagger gains, or even become a trillion-dollar stock, over the next two decades.\nHow fast is Palantir growing?\nPalantir expects to grow its revenue by at least 30% annually between fiscal 2021 and 2025. That forecast implies its revenue will rise from its target of $1.5 billion this year to at least $4.3 billion in 2025.\nThe company expects that growth to be driven by its new and expanded contracts with government agencies, as well as the growth of its Foundry platform for large commercial customers. The accelerating growth of its commercial business over the past year, which notably outpaced the growth of its government business last quarter, supports that thesis.\nPalantir's path toward a trillion-dollar market cap\nPalantir hasn't provided any longer-term targets beyond 2025. But based on the growth trajectory of other big data companies like Salesforce (NYSE:CRM), its annual revenue increase could potentially decelerate and stabilize at about 20% over the following 10 years.\nIf it hits its target for 2025, then continues to grow its revenue at an average rate of 20% over the following 10 years, it could generate nearly $27 billion in revenue in 2035.\nIf Palantir's revenue growth then slows down to 15% per year, which would be more comparable to Microsoft's (NASDAQ:MSFT) current rate, it could generate over $53 billion in revenue in 2040.\nAssuming the company is still valued at over 20 times sales, its market cap could surpass $1 trillion. But most tech giants that grow their revenue 15% to 25% annually aren't valued at more than 20 times sales.\nMicrosoft, which is expected to generate 17% sales growth this year, trades at 13 times that estimate. Salesforce, which is expected to generate 24% sales growth this year, trades at just 11 times this year's sales.\nTherefore, Palantir's market cap could potentially hit $1 trillion by 2040, but it seems highly unlikely. Instead, it will likely be closer to $500 billion (which would still be a 12-bagger gain from its current valuation) if its stock is trading at a more reasonable P/S ratio of 10.\nLook beyond the market caps\nInstead of focusing on Palantir's path toward joining the 12-zero club, investors should focus on its ability to generate sustainable growth.\nThe company has gained a firm foothold with the U.S. government, but it still faces competition from internally developed systems. Immigration and Customs Enforcement (ICE), for example, has been developing its own platform to replace Palantir's Falcon. If other agencies follow ICE's lead, the company's dream of becoming the \"default operating system for data across the U.S. government\" could abruptly end.\nPalantir is making solid progress in the commercial market, but its Foundry platform still faces plenty of indirect competitors like C3.ai, Salesforce's Tableau, and Glue from Amazon Web Services.\nThe company likely believes its reputation as a battle-hardened platform for the U.S. military and government agencies will attract more enterprise customers. But there's no guarantee that this appeal will last for decades or fend off newer, hungrier, and more disruptive players in the data-mining market.\nIs Palantir's stock still worth buying?\nI still believe Palantir's stock is a promising long-term investment on the secular growth of the data-mining and analytics market. However, there's a lot of growth already baked into the stock, and its high valuations could limit its near-term and long-term potential. Palantir probably won't hit a trillion-dollar valuation within the next two decades, but it could still outperform the market and generate impressive multibagger gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820205832,"gmtCreate":1633393444812,"gmtModify":1633393445127,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Opportunity to invest in some great companies ","listText":"Opportunity to invest in some great companies ","text":"Opportunity to invest in some great companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820205832","repostId":"1196509629","repostType":2,"repost":{"id":"1196509629","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633391396,"share":"https://www.laohu8.com/m/news/1196509629?lang=&edition=full","pubTime":"2021-10-05 07:49","market":"sh","language":"zh","title":"昨夜今晨：欧美股市集体大跌！美债务危机或加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=1196509629","media":"老虎资讯综合","summary":"摘要：欧美股市集体走低，纳指跌超2%，科技、半导体下挫；美债务危机或加剧，拜登警告无法保证上调债务上限；明年还是高通胀？联储高官警告企业涨价已无顾忌；Facebook全球服务宕机超三小时，据称15亿用","content":"<blockquote>\n 摘要：欧美股市集体走低，纳指跌超2%，科技、半导体下挫；美债务危机或加剧，拜登警告无法保证上调债务上限；明年还是高通胀？联储高官警告企业涨价已无顾忌；<a href=\"https://laohu8.com/S/FB\">Facebook</a>全球服务宕机超三小时，据称15亿用户数据被出售。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数全线收跌纳指跌超2% 大型科技股重挫</p>\n<p>截至收盘，美股三大指数集体收跌，纳指收跌2.14%，创6月以来新低；标普500指数跌1.3%，创7月19日以来新低；道指跌0.94%。</p>\n<p>2、热门中概股周一收盘普跌 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近7%</p>\n<p>热门中概股周一收盘普跌，新能源汽车股、教育股走低。<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>跌超12%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超11%，<a href=\"https://laohu8.com/S/IH\">洪恩教育</a>跌超10%；新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p>\n<p>3、欧股收盘全线走低 奢侈品银行芯片业大幅下跌</p>\n<p>欧洲股市在创下2月以来最差周度表现后继续陷入困境，受到包括通胀迹象、债券收益率上升等诸多风险因素的打击。泛欧斯托克600指数收盘下跌1.88点，跌幅0.42%；德国DAX30指数收盘下跌121.99点，跌幅0.80%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘下跌16.97点，跌幅0.24%。</p>\n<p>4、美油收涨2.3%创近7年新高 OPEC+11月不扩大增产</p>\n<p>原油期货周一收高，美国WTI原油创下2014年以来的最高收盘价。欧佩克及其盟国决定维持目前的每月逐步提高原油产量的协议。</p>\n<p>5、周一黄金期货收高0.5% 连续第三个交易日上涨</p>\n<p>黄金期货周一连续第三个交易日上涨。地缘政治紧张局势提振了对贵金属的避险需求，美元疲软也为黄金提供了一些支撑。纽约商品交易所12月交割的黄金期货价格上涨9.20美元，涨幅0.5%，收于每盎司1767.60美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2173991058\" target=\"_blank\">共和党人别挡道！拜登警告无法保证上调债务上限</a></p>\n<p>美国史上首次违约的风险迫近，总统拜登将炮火对准共和党议员，敦促国会本周通过议案解决债务上限问题。拜登表示，他可能无法保证两周内上调联邦政府的债务上限。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2173947909\" target=\"_blank\">明年还是高通胀？美联储高官警告企业涨价已无顾忌</a></p>\n<p>美联储的一名鹰派高官警告，通胀可能还要持续一段时间明显高于联储目标水平，美国的企业已经几乎毫无顾忌地涨价。布拉德认为，今年通胀高涨的势头可能制造一种新的定价心理，企业和消费者都在习惯涨价。这给明年的通胀形势带来风险。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2173991085\" target=\"_blank\">沃伦呼吁SEC深入调查联储高官 “压线”交易的克拉里达首当其冲</a></p>\n<p>美国国会民主党参议员伊丽莎白·沃伦呼吁证券交易委员会（SEC）对美联储高级官员的个人金融交易展开调查，以确定这些个人交易行为是否违反内幕交易规则。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2173199110\" target=\"_blank\">天然气危机将升级？多家交易公司“中招”补缴保证金，大牌云集</a></p>\n<p>多家商品交易公司在欧洲天然气市场出现亏损，面临数亿美元保证金追缴，其中不乏<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a>等业内顶级公司。当前，天然气空头们在欧洲天然气的主战场荷兰TTF期货上积累了价值300亿美元的空仓，而欧洲公用事业公司为对手方做多。分析称，这可能会令本次能源危机升级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2172999619\" target=\"_blank\">全球航空业因疫情带来的亏损料将超过2000亿美元</a></p>\n<p>据航空业主要游说团体透露，随着旅行限制对商务和长途航班需求所构成的压力将延续到2022年，新冠疫情引发的航空业亏损势将超过2000亿美元。国际航空运输协会周一在波士顿的年度会议上表示，航空公司明年料将出现合计116亿美元的亏损。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2172609199\" target=\"_blank\">印度“电荒”：超过半数电厂存煤不足三天！</a></p>\n<p>因煤炭供应不足，印度成为最新一个面临严重电力危机的国家，可能会破坏该国从疫情中复苏的势头。有关部门警告称，印度发电厂的煤炭供应已处于危险的低水平。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2173992594\" target=\"_blank\">2008年来最大宕机！Facebook及旗下两大社交媒体停摆逾六小时</a></p>\n<p>用户发现，Facebook及旗下两大社交媒体Instagram和WhatsApp的网站和App集体宕机，现已持续六个多小时，至今Facebook方面还未披露原因。临近美股收盘时，Facebook的首席技术官Mike Schroepfer在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>发帖称，向所有因Facebook服务停摆而受影响的所有人真诚致歉。他并未透露是何原因，只是说“我们在经历网络问题”，团队力求尽快解除故障、尽快恢复正常。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2173994851\" target=\"_blank\">Facebook陷信任危机 揭秘者身份曝光 斥责前雇主利益为上</a></p>\n<p>现年37岁的哈佛毕业生Frances Haugen透露，在Facebook工作期间，她对公司将盈利置之于公共安全之上的决策感到震惊，决定冒着巨大的个人风险，选择勇敢地站出来发声，揭发Facebook。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2173199147\" target=\"_blank\">半导体巨头格芯申请美国IPO，去年净亏损13.5亿美元</a></p>\n<p>全球第三大半导体代工厂格罗方德半导体（GlobalFoundries，格芯）正准备在美国上市，因这家阿布扎比投资的公司加强了对其美国制造基地的投资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2173994366\" target=\"_blank\">第一家“碳中和”合成煤油工厂在德国揭幕</a></p>\n<p>第一家“碳中和”合成煤油生产工厂在德国下萨克森州埃姆斯兰地区维尔特县揭幕。据悉，汉莎航空将是该工厂的首批客户之一。工厂运营商阿特摩斯菲尔公司表示，这是世界上第一次以工业规模生产合成煤油。</p>","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>昨夜今晨：欧美股市集体大跌！美债务危机或加剧</title>\n<style 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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\">\n昨夜今晨：欧美股市集体大跌！美债务危机或加剧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-05 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：欧美股市集体走低，纳指跌超2%，科技、半导体下挫；美债务危机或加剧，拜登警告无法保证上调债务上限；明年还是高通胀？联储高官警告企业涨价已无顾忌；<a href=\"https://laohu8.com/S/FB\">Facebook</a>全球服务宕机超三小时，据称15亿用户数据被出售。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数全线收跌纳指跌超2% 大型科技股重挫</p>\n<p>截至收盘，美股三大指数集体收跌，纳指收跌2.14%，创6月以来新低；标普500指数跌1.3%，创7月19日以来新低；道指跌0.94%。</p>\n<p>2、热门中概股周一收盘普跌 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近7%</p>\n<p>热门中概股周一收盘普跌，新能源汽车股、教育股走低。<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>跌超12%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超11%，<a href=\"https://laohu8.com/S/IH\">洪恩教育</a>跌超10%；新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p>\n<p>3、欧股收盘全线走低 奢侈品银行芯片业大幅下跌</p>\n<p>欧洲股市在创下2月以来最差周度表现后继续陷入困境，受到包括通胀迹象、债券收益率上升等诸多风险因素的打击。泛欧斯托克600指数收盘下跌1.88点，跌幅0.42%；德国DAX30指数收盘下跌121.99点，跌幅0.80%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘下跌16.97点，跌幅0.24%。</p>\n<p>4、美油收涨2.3%创近7年新高 OPEC+11月不扩大增产</p>\n<p>原油期货周一收高，美国WTI原油创下2014年以来的最高收盘价。欧佩克及其盟国决定维持目前的每月逐步提高原油产量的协议。</p>\n<p>5、周一黄金期货收高0.5% 连续第三个交易日上涨</p>\n<p>黄金期货周一连续第三个交易日上涨。地缘政治紧张局势提振了对贵金属的避险需求，美元疲软也为黄金提供了一些支撑。纽约商品交易所12月交割的黄金期货价格上涨9.20美元，涨幅0.5%，收于每盎司1767.60美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2173991058\" target=\"_blank\">共和党人别挡道！拜登警告无法保证上调债务上限</a></p>\n<p>美国史上首次违约的风险迫近，总统拜登将炮火对准共和党议员，敦促国会本周通过议案解决债务上限问题。拜登表示，他可能无法保证两周内上调联邦政府的债务上限。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2173947909\" target=\"_blank\">明年还是高通胀？美联储高官警告企业涨价已无顾忌</a></p>\n<p>美联储的一名鹰派高官警告，通胀可能还要持续一段时间明显高于联储目标水平，美国的企业已经几乎毫无顾忌地涨价。布拉德认为，今年通胀高涨的势头可能制造一种新的定价心理，企业和消费者都在习惯涨价。这给明年的通胀形势带来风险。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2173991085\" target=\"_blank\">沃伦呼吁SEC深入调查联储高官 “压线”交易的克拉里达首当其冲</a></p>\n<p>美国国会民主党参议员伊丽莎白·沃伦呼吁证券交易委员会（SEC）对美联储高级官员的个人金融交易展开调查，以确定这些个人交易行为是否违反内幕交易规则。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2173199110\" target=\"_blank\">天然气危机将升级？多家交易公司“中招”补缴保证金，大牌云集</a></p>\n<p>多家商品交易公司在欧洲天然气市场出现亏损，面临数亿美元保证金追缴，其中不乏<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a>等业内顶级公司。当前，天然气空头们在欧洲天然气的主战场荷兰TTF期货上积累了价值300亿美元的空仓，而欧洲公用事业公司为对手方做多。分析称，这可能会令本次能源危机升级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2172999619\" target=\"_blank\">全球航空业因疫情带来的亏损料将超过2000亿美元</a></p>\n<p>据航空业主要游说团体透露，随着旅行限制对商务和长途航班需求所构成的压力将延续到2022年，新冠疫情引发的航空业亏损势将超过2000亿美元。国际航空运输协会周一在波士顿的年度会议上表示，航空公司明年料将出现合计116亿美元的亏损。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2172609199\" target=\"_blank\">印度“电荒”：超过半数电厂存煤不足三天！</a></p>\n<p>因煤炭供应不足，印度成为最新一个面临严重电力危机的国家，可能会破坏该国从疫情中复苏的势头。有关部门警告称，印度发电厂的煤炭供应已处于危险的低水平。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2173992594\" target=\"_blank\">2008年来最大宕机！Facebook及旗下两大社交媒体停摆逾六小时</a></p>\n<p>用户发现，Facebook及旗下两大社交媒体Instagram和WhatsApp的网站和App集体宕机，现已持续六个多小时，至今Facebook方面还未披露原因。临近美股收盘时，Facebook的首席技术官Mike Schroepfer在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>发帖称，向所有因Facebook服务停摆而受影响的所有人真诚致歉。他并未透露是何原因，只是说“我们在经历网络问题”，团队力求尽快解除故障、尽快恢复正常。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2173994851\" target=\"_blank\">Facebook陷信任危机 揭秘者身份曝光 斥责前雇主利益为上</a></p>\n<p>现年37岁的哈佛毕业生Frances Haugen透露，在Facebook工作期间，她对公司将盈利置之于公共安全之上的决策感到震惊，决定冒着巨大的个人风险，选择勇敢地站出来发声，揭发Facebook。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2173199147\" target=\"_blank\">半导体巨头格芯申请美国IPO，去年净亏损13.5亿美元</a></p>\n<p>全球第三大半导体代工厂格罗方德半导体（GlobalFoundries，格芯）正准备在美国上市，因这家阿布扎比投资的公司加强了对其美国制造基地的投资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2173994366\" target=\"_blank\">第一家“碳中和”合成煤油工厂在德国揭幕</a></p>\n<p>第一家“碳中和”合成煤油生产工厂在德国下萨克森州埃姆斯兰地区维尔特县揭幕。据悉，汉莎航空将是该工厂的首批客户之一。工厂运营商阿特摩斯菲尔公司表示，这是世界上第一次以工业规模生产合成煤油。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196509629","content_text":"摘要：欧美股市集体走低，纳指跌超2%，科技、半导体下挫；美债务危机或加剧，拜登警告无法保证上调债务上限；明年还是高通胀？联储高官警告企业涨价已无顾忌；Facebook全球服务宕机超三小时，据称15亿用户数据被出售。\n\n海外市场\n1、三大指数全线收跌纳指跌超2% 大型科技股重挫\n截至收盘，美股三大指数集体收跌，纳指收跌2.14%，创6月以来新低；标普500指数跌1.3%，创7月19日以来新低；道指跌0.94%。\n2、热门中概股周一收盘普跌 爱奇艺跌近7%\n热门中概股周一收盘普跌，新能源汽车股、教育股走低。掌门教育跌超12%，好未来跌超11%，洪恩教育跌超10%；新能源汽车股中，蔚来汽车跌超5%，小鹏汽车跌近4%，理想汽车跌超2%。\n3、欧股收盘全线走低 奢侈品银行芯片业大幅下跌\n欧洲股市在创下2月以来最差周度表现后继续陷入困境，受到包括通胀迹象、债券收益率上升等诸多风险因素的打击。泛欧斯托克600指数收盘下跌1.88点，跌幅0.42%；德国DAX30指数收盘下跌121.99点，跌幅0.80%；英国富时100指数收盘下跌16.97点，跌幅0.24%。\n4、美油收涨2.3%创近7年新高 OPEC+11月不扩大增产\n原油期货周一收高，美国WTI原油创下2014年以来的最高收盘价。欧佩克及其盟国决定维持目前的每月逐步提高原油产量的协议。\n5、周一黄金期货收高0.5% 连续第三个交易日上涨\n黄金期货周一连续第三个交易日上涨。地缘政治紧张局势提振了对贵金属的避险需求，美元疲软也为黄金提供了一些支撑。纽约商品交易所12月交割的黄金期货价格上涨9.20美元，涨幅0.5%，收于每盎司1767.60美元。\n国际宏观\n1、共和党人别挡道！拜登警告无法保证上调债务上限\n美国史上首次违约的风险迫近，总统拜登将炮火对准共和党议员，敦促国会本周通过议案解决债务上限问题。拜登表示，他可能无法保证两周内上调联邦政府的债务上限。\n2、明年还是高通胀？美联储高官警告企业涨价已无顾忌\n美联储的一名鹰派高官警告，通胀可能还要持续一段时间明显高于联储目标水平，美国的企业已经几乎毫无顾忌地涨价。布拉德认为，今年通胀高涨的势头可能制造一种新的定价心理，企业和消费者都在习惯涨价。这给明年的通胀形势带来风险。\n3、沃伦呼吁SEC深入调查联储高官 “压线”交易的克拉里达首当其冲\n美国国会民主党参议员伊丽莎白·沃伦呼吁证券交易委员会（SEC）对美联储高级官员的个人金融交易展开调查，以确定这些个人交易行为是否违反内幕交易规则。\n4、天然气危机将升级？多家交易公司“中招”补缴保证金，大牌云集\n多家商品交易公司在欧洲天然气市场出现亏损，面临数亿美元保证金追缴，其中不乏嘉能可等业内顶级公司。当前，天然气空头们在欧洲天然气的主战场荷兰TTF期货上积累了价值300亿美元的空仓，而欧洲公用事业公司为对手方做多。分析称，这可能会令本次能源危机升级。\n5、全球航空业因疫情带来的亏损料将超过2000亿美元\n据航空业主要游说团体透露，随着旅行限制对商务和长途航班需求所构成的压力将延续到2022年，新冠疫情引发的航空业亏损势将超过2000亿美元。国际航空运输协会周一在波士顿的年度会议上表示，航空公司明年料将出现合计116亿美元的亏损。\n6、印度“电荒”：超过半数电厂存煤不足三天！\n因煤炭供应不足，印度成为最新一个面临严重电力危机的国家，可能会破坏该国从疫情中复苏的势头。有关部门警告称，印度发电厂的煤炭供应已处于危险的低水平。\n公司新闻\n1、2008年来最大宕机！Facebook及旗下两大社交媒体停摆逾六小时\n用户发现，Facebook及旗下两大社交媒体Instagram和WhatsApp的网站和App集体宕机，现已持续六个多小时，至今Facebook方面还未披露原因。临近美股收盘时，Facebook的首席技术官Mike Schroepfer在Twitter发帖称，向所有因Facebook服务停摆而受影响的所有人真诚致歉。他并未透露是何原因，只是说“我们在经历网络问题”，团队力求尽快解除故障、尽快恢复正常。\n2、Facebook陷信任危机 揭秘者身份曝光 斥责前雇主利益为上\n现年37岁的哈佛毕业生Frances Haugen透露，在Facebook工作期间，她对公司将盈利置之于公共安全之上的决策感到震惊，决定冒着巨大的个人风险，选择勇敢地站出来发声，揭发Facebook。\n3、半导体巨头格芯申请美国IPO，去年净亏损13.5亿美元\n全球第三大半导体代工厂格罗方德半导体（GlobalFoundries，格芯）正准备在美国上市，因这家阿布扎比投资的公司加强了对其美国制造基地的投资。\n4、第一家“碳中和”合成煤油工厂在德国揭幕\n第一家“碳中和”合成煤油生产工厂在德国下萨克森州埃姆斯兰地区维尔特县揭幕。据悉，汉莎航空将是该工厂的首批客户之一。工厂运营商阿特摩斯菲尔公司表示，这是世界上第一次以工业规模生产合成煤油。","news_type":1},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":820205832,"gmtCreate":1633393444812,"gmtModify":1633393445127,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Opportunity to invest in some great companies ","listText":"Opportunity to invest in some great companies ","text":"Opportunity to invest in some great companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820205832","repostId":"1196509629","repostType":2,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690042502,"gmtCreate":1639617109146,"gmtModify":1639617109350,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sell sell sell","listText":"Sell sell sell","text":"Sell sell sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690042502","repostId":"1143795954","repostType":4,"repost":{"id":"1143795954","pubTimestamp":1639613655,"share":"https://www.laohu8.com/m/news/1143795954?lang=&edition=full","pubTime":"2021-12-16 08:14","market":"us","language":"en","title":"Palantir: A Value Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1143795954","media":"seekingalpha","summary":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is an overvalued government contractor.</li>\n <li>The business has no intrinsic scale value.</li>\n <li>Palantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.</li>\n</ul>\n<p></p>\n<p></p>\n<p>Palantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.</p>\n<p></p>\n<p><b>A Government Consulting Business With Three Major Issues</b></p>\n<p>Someone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.</p>\n<p></p>\n<p>Palantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.</p>\n<p></p>\n<p>Revenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.</p>\n<p></p>\n<p>The first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?</p>\n<p></p>\n<p>Despite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.</p>\n<p></p>\n<p>The second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.</p>\n<p></p>\n<p>The third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.</p>\n<p></p>\n<p><b>A Fantasy Valuation</b></p>\n<p>Let's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.</p>\n<p></p>\n<p>Nonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.</p>\n<p></p>\n<p></p>\n<p><b>My Conclusion</b></p>\n<p>I'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.</p>","source":"lsy1638401102509","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: A Value Trap</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: A Value Trap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 08:14 GMT+8 <a href=https://seekingalpha.com/article/4475365-palantir-a-value-trap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (...</p>\n\n<a href=\"https://seekingalpha.com/article/4475365-palantir-a-value-trap\">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://seekingalpha.com/article/4475365-palantir-a-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143795954","content_text":"Summary\n\nPalantir is an overvalued government contractor.\nThe business has no intrinsic scale value.\nPalantir’s revenue growth, estimated at 40% this year, is still grossly overvalued.\n\n\n\nPalantir (NYSE:PLTR), a software company, has seen its share price fall significantly recently as investors exited high-growth, high-multiple stocks. At 24 times sales, I believe PLTR stock is still significantly overvalued, and investors should brace themselves for new lows.\n\nA Government Consulting Business With Three Major Issues\nSomeone needs to explain to me what all the fuss is about with the big data analytics company Palantir. Palantir is frequently lauded for its software capabilities, which provide customers with data intelligence insights that, ostensibly, improve managerial decision making, but I do not see Palantir as what everyone else does: a unique platform business cashing in on the big data market.\n\nPalantir is best known for its various \"foundries.\" Palantir's foundries are data management and aggregation systems that assist institutions in efficiently centralizing and storing data. As businesses and government agencies collect more data, the complexities grow rapidly, necessitating the use of software solutions. Palantir is collaborating with businesses and governments to reduce complexity and make use of large data volumes for algorithmic predictions. Palantir has had some success with this type of business, if success is defined solely by sales growth. For example, Palantir's 3Q21 revenue increased by 36% YoY to $392 million. Palantir's main source of revenue, government revenues, increased by 34% YoY, while commercial revenues, which include all of Palantir's business activities outside of government, increased by 37% YoY.\n\nRevenue growth, on the other hand, is not a concern for Palantir. Palantir's problems are much deeper, and there is clearly more than one issue here.\n\nThe first issue with Palantir is that, while the company's sales are increasing at a healthy clip, this is not translating into profits for shareholders. Palantir's revenue increased by 44% to $1.11 billion in the first three quarters of 2021. The sales forecast for 2021 calls for up to a 40% increase in sales. That's a good start, but what about profits?\n\nDespite a 44% increase in revenue in 2021, Palantir's profit picture appears to be dire. The company lost $364 million in 2021 alone, and the year isn't even over yet. The total loss for the year could exceed $400 million. Not bad for a company that has been in operation for nearly 20 years and \"grows revenues at a 40% annual rate,\" right? Profits after nearly two decades of operation appear to be too high a bar for Palantir to clear.\n\nThe second major issue for Palantir, despite its big data allure, is its lack of scalability. Contrary to popular belief, Palantir is little more than a well-paid government consultant whose consulting business is not scalable in any way, shape, or form. Palantir also does not operate a \"platform business\" in the same way that Metaverse (NASDAQ:FB) or Netflix (NASDAQ:NFLX) do. For example, Metaverse collects customer data through a single platform, the Facebook platform. Netflix scales its moving streaming platform, which can add new customers at near-zero marginal costs. Palantir requires personnel to work with each individual client, coach them, and explain platform features. This is not a sustainable business model. It is a software-based consulting business model.\n\nThe third issue with Palantir, aside from its inability to operate profitably after two decades and its business model's lack of inherent scalability, is that profits made in Palantir's business are siphoned off by insiders who are compensated royally through stock packages at the expense of shareholders. Palantir has increased the number of shares by 12% in one year, and it now has more than 2 billion shares outstanding. As a result, business profits are primarily distributed to highly compensated insiders, rather than to the company's shareholders.\n\nA Fantasy Valuation\nLet's be clear about what we're talking about. We are dealing with a company that is growing its sales by 30-40% per year, which means Palantir will have revenues in the $1.5 billion range by 2021. Give or take fifty million dollars. It is the same company that has a misunderstood \"platform business model,\" no profits after twenty years of operations, and prioritizes insider stock compensation over shareholder dilution in recent years. They are likely to see further dilution in the coming years.\n\nNonetheless, this company continues to trade at a sales multiple of twenty-four. This means that an investor pays 24 times the expected sales amount for the opportunity to invest in Palantir's loss-making \"big data prediction\" business. Palantir remains outrageously overvalued, despite a significant correction since November.\n\n\nMy Conclusion\nI'd say the valuation is a joke or a calculation error if I didn't know any better. However, this does not appear to be the case. Apparently, a sizable portion of the investor population believes that Palantir, despite its lack of profits and excessive dilution, is worth 24 times sales. In normal circumstances, 24 times earnings would be excessive. Palantir's business has no scale, which calls into question the company's positioning as a growth stock. Palantir is expected to fall further as investors begin to exit high-multiple stocks. PLTR is nothing more than a value trap, nothing less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877322034,"gmtCreate":1637890316766,"gmtModify":1637890316953,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Not sure ","listText":"Not sure ","text":"Not sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877322034","repostId":"2186916023","repostType":4,"repost":{"id":"2186916023","pubTimestamp":1637848500,"share":"https://www.laohu8.com/m/news/2186916023?lang=&edition=full","pubTime":"2021-11-25 21:55","market":"us","language":"en","title":"Will Palantir Be a Trillion-Dollar Stock by 2040?","url":"https://stock-news.laohu8.com/highlight/detail?id=2186916023","media":"Motley Fool","summary":"The data-mining firm has a slim chance of eventually joining the 12-zero club.","content":"<p><b>Palantir Technologies</b> (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed more government and enterprise contracts.</p>\n<p>The bears pointed out that Palantir was too heavily dependent on government clients, its enterprise business faced too many competitors, it was deeply unprofitable, and its stock was too expensive.</p>\n<p>Palantir's stock price has experienced some wild swings over the past year, but it has still more than doubled since its first trade at $10 per share.</p>\n<p>Today, Palantir is valued at $41.3 billion, or 27 times this year's sales. The bears will argue that the high price-to-sales (P/S) ratio will limit its upside, especially as rising interest rates and inflation make many high-growth tech stocks less attractive.</p>\n<p>But let's look beyond the near-term noise and see if Palantir can still generate big multibagger gains, or even become a trillion-dollar stock, over the next two decades.</p>\n<h2>How fast is Palantir growing?</h2>\n<p>Palantir expects to grow its revenue by at least 30% annually between fiscal 2021 and 2025. That forecast implies its revenue will rise from its target of $1.5 billion this year to at least $4.3 billion in 2025.</p>\n<p>The company expects that growth to be driven by its new and expanded contracts with government agencies, as well as the growth of its Foundry platform for large commercial customers. The accelerating growth of its commercial business over the past year, which notably outpaced the growth of its government business last quarter, supports that thesis.</p>\n<h2>Palantir's path toward a trillion-dollar market cap</h2>\n<p>Palantir hasn't provided any longer-term targets beyond 2025. But based on the growth trajectory of other big data companies like <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a> </b>(NYSE:CRM), its annual revenue increase could potentially decelerate and stabilize at about 20% over the following 10 years.</p>\n<p>If it hits its target for 2025, then continues to grow its revenue at an average rate of 20% over the following 10 years, it could generate nearly $27 billion in revenue in 2035.</p>\n<p>If Palantir's revenue growth then slows down to 15% per year, which would be more comparable to <b>Microsoft</b>'s (NASDAQ:MSFT) current rate, it could generate over $53 billion in revenue in 2040.</p>\n<p>Assuming the company is still valued at over 20 times sales, its market cap could surpass $1 trillion. But most tech giants that grow their revenue 15% to 25% annually aren't valued at more than 20 times sales.</p>\n<p>Microsoft, which is expected to generate 17% sales growth this year, trades at 13 times that estimate. Salesforce, which is expected to generate 24% sales growth this year, trades at just 11 times this year's sales.</p>\n<p>Therefore, Palantir's market cap could potentially hit $1 trillion by 2040, but it seems highly unlikely. Instead, it will likely be closer to $500 billion (which would still be a 12-bagger gain from its current valuation) if its stock is trading at a more reasonable P/S ratio of 10.</p>\n<h2>Look beyond the market caps</h2>\n<p>Instead of focusing on Palantir's path toward joining the 12-zero club, investors should focus on its ability to generate sustainable growth.</p>\n<p>The company has gained a firm foothold with the U.S. government, but it still faces competition from internally developed systems. Immigration and Customs Enforcement (ICE), for example, has been developing its own platform to replace Palantir's Falcon. If other agencies follow ICE's lead, the company's dream of becoming the \"default operating system for data across the U.S. government\" could abruptly end.</p>\n<p>Palantir is making solid progress in the commercial market, but its Foundry platform still faces plenty of indirect competitors like <b>C3.ai</b>, <b>Salesforce</b>'s Tableau, and Glue from <b>Amazon</b> Web Services.</p>\n<p>The company likely believes its reputation as a battle-hardened platform for the U.S. military and government agencies will attract more enterprise customers. But there's no guarantee that this appeal will last for decades or fend off newer, hungrier, and more disruptive players in the data-mining market.</p>\n<h2>Is Palantir's stock still worth buying?</h2>\n<p>I still believe Palantir's stock is a promising long-term investment on the secular growth of the data-mining and analytics market. However, there's a lot of growth already baked into the stock, and its high valuations could limit its near-term and long-term potential. Palantir probably won't hit a trillion-dollar valuation within the next two decades, but it could still outperform the market and generate impressive multibagger gains.</p>","source":"fool_stock","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>Will Palantir Be a Trillion-Dollar Stock by 2040?</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\">\nWill Palantir Be a Trillion-Dollar Stock by 2040?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 21:55 GMT+8 <a href=https://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/\">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://www.fool.com/investing/2021/11/25/will-palantir-be-a-trillion-dollar-stock-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186916023","content_text":"Palantir Technologies (NYSE:PLTR) has been a volatile and polarizing investment since its direct listing last September. The bulls claimed its data-mining platforms would continue to grow as it signed more government and enterprise contracts.\nThe bears pointed out that Palantir was too heavily dependent on government clients, its enterprise business faced too many competitors, it was deeply unprofitable, and its stock was too expensive.\nPalantir's stock price has experienced some wild swings over the past year, but it has still more than doubled since its first trade at $10 per share.\nToday, Palantir is valued at $41.3 billion, or 27 times this year's sales. The bears will argue that the high price-to-sales (P/S) ratio will limit its upside, especially as rising interest rates and inflation make many high-growth tech stocks less attractive.\nBut let's look beyond the near-term noise and see if Palantir can still generate big multibagger gains, or even become a trillion-dollar stock, over the next two decades.\nHow fast is Palantir growing?\nPalantir expects to grow its revenue by at least 30% annually between fiscal 2021 and 2025. That forecast implies its revenue will rise from its target of $1.5 billion this year to at least $4.3 billion in 2025.\nThe company expects that growth to be driven by its new and expanded contracts with government agencies, as well as the growth of its Foundry platform for large commercial customers. The accelerating growth of its commercial business over the past year, which notably outpaced the growth of its government business last quarter, supports that thesis.\nPalantir's path toward a trillion-dollar market cap\nPalantir hasn't provided any longer-term targets beyond 2025. But based on the growth trajectory of other big data companies like Salesforce (NYSE:CRM), its annual revenue increase could potentially decelerate and stabilize at about 20% over the following 10 years.\nIf it hits its target for 2025, then continues to grow its revenue at an average rate of 20% over the following 10 years, it could generate nearly $27 billion in revenue in 2035.\nIf Palantir's revenue growth then slows down to 15% per year, which would be more comparable to Microsoft's (NASDAQ:MSFT) current rate, it could generate over $53 billion in revenue in 2040.\nAssuming the company is still valued at over 20 times sales, its market cap could surpass $1 trillion. But most tech giants that grow their revenue 15% to 25% annually aren't valued at more than 20 times sales.\nMicrosoft, which is expected to generate 17% sales growth this year, trades at 13 times that estimate. Salesforce, which is expected to generate 24% sales growth this year, trades at just 11 times this year's sales.\nTherefore, Palantir's market cap could potentially hit $1 trillion by 2040, but it seems highly unlikely. Instead, it will likely be closer to $500 billion (which would still be a 12-bagger gain from its current valuation) if its stock is trading at a more reasonable P/S ratio of 10.\nLook beyond the market caps\nInstead of focusing on Palantir's path toward joining the 12-zero club, investors should focus on its ability to generate sustainable growth.\nThe company has gained a firm foothold with the U.S. government, but it still faces competition from internally developed systems. Immigration and Customs Enforcement (ICE), for example, has been developing its own platform to replace Palantir's Falcon. If other agencies follow ICE's lead, the company's dream of becoming the \"default operating system for data across the U.S. government\" could abruptly end.\nPalantir is making solid progress in the commercial market, but its Foundry platform still faces plenty of indirect competitors like C3.ai, Salesforce's Tableau, and Glue from Amazon Web Services.\nThe company likely believes its reputation as a battle-hardened platform for the U.S. military and government agencies will attract more enterprise customers. But there's no guarantee that this appeal will last for decades or fend off newer, hungrier, and more disruptive players in the data-mining market.\nIs Palantir's stock still worth buying?\nI still believe Palantir's stock is a promising long-term investment on the secular growth of the data-mining and analytics market. However, there's a lot of growth already baked into the stock, and its high valuations could limit its near-term and long-term potential. Palantir probably won't hit a trillion-dollar valuation within the next two decades, but it could still outperform the market and generate impressive multibagger gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693501341,"gmtCreate":1640046301804,"gmtModify":1640046302017,"author":{"id":"4090101535801240","authorId":"4090101535801240","name":"3033H","avatar":"https://static.tigerbbs.com/559d1bfb615380702af770ef9d5d4e74","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More to come ","listText":"More to come ","text":"More to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693501341","repostId":"1154367089","repostType":4,"repost":{"id":"1154367089","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640041733,"share":"https://www.laohu8.com/m/news/1154367089?lang=&edition=full","pubTime":"2021-12-21 07:08","market":"us","language":"en","title":"Micron Stock Rallies as Outlook Tops Street Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1154367089","media":"Tiger Newspress","summary":"Micron Technology shares headed higher after the memory-chip company posted strong results, while pr","content":"<p>Micron Technology shares headed higher after the memory-chip company posted strong results, while providing better-than-expected forecasts for the current quarter.</p>\n<p>For the fiscal first quarter, ended Dec. 2, Micron reported revenue of $7.69 billion, up 33% from a year ago, and marginally ahead of the company’s target of $7.65 billion, though down 7% sequentially. Non-GAAP profits were $2.16, above the company’s target of $2.10 a share.</p>\n<p>In extended trading, the stock was up 6.2% to $87.14.</p>\n<p><img src=\"https://static.tigerbbs.com/8b8e920f4d2951731af2a972df72f89e\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>The company said revenue from dynamic random access memory, or DRAM, was up 38% from a year ago, and accounted for 73% of total revenue in the quarter. NAND chips were up 19% from a year ago, and accounted for 24% of total revenue. The company said average selling prices were down in the low single digits on a sequential basis for DRAM, while dropping in the mid-single digits for NAND.</p>\n<p>For the fiscal second quarter, Micron projects revenue of $7.5 billion, give or take $200 million, with non-GAAP profits of $1.95 a share, plus or minus 10 cents. The Wall Street consensus had been for revenue of $7.27 billion and $1.86 in per-share profits. The company expects gross margin for the quarter of 46%, give or take a percentage point, down from 47% in the latest quarter.</p>\n<p>The company also said it bought back $259 million of its shares in the latest quarter.</p>\n<p>“Micron delivered solid fiscal first quarter results led by strong product portfolio momentum,” Micron CEO Sanjay Mehrotra said in a statement. “We are now shipping our industry-leading DRAM and NAND technologies across major end markets, and we delivered new solutions to data center, client, mobile, graphics and automotive customers.”</p>\n<p>In a presentation prepared for a call with investors scheduled for late Monday with investors, Micron said it expects “record revenue with solid profitability” for the August 2022 fiscal year, with stronger shipment growth in the second half. The company expects capital spending for the year in the $11 billion to $12 billion range, up from $9.7 billion in fiscal 2021.</p>\n<p>Micron expects demand for DRAM storage capacity, or bit demand, will grow in the low 20% range in 2021, with mid-to-high teens growth in 2022. For NAND, the company sees growth in the high 30% range for this year, and about 30% for next year.</p>","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>Micron Stock Rallies as Outlook Tops Street Estimates</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\">\nMicron Stock Rallies as Outlook Tops Street Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-21 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Micron Technology shares headed higher after the memory-chip company posted strong results, while providing better-than-expected forecasts for the current quarter.</p>\n<p>For the fiscal first quarter, ended Dec. 2, Micron reported revenue of $7.69 billion, up 33% from a year ago, and marginally ahead of the company’s target of $7.65 billion, though down 7% sequentially. Non-GAAP profits were $2.16, above the company’s target of $2.10 a share.</p>\n<p>In extended trading, the stock was up 6.2% to $87.14.</p>\n<p><img src=\"https://static.tigerbbs.com/8b8e920f4d2951731af2a972df72f89e\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>The company said revenue from dynamic random access memory, or DRAM, was up 38% from a year ago, and accounted for 73% of total revenue in the quarter. NAND chips were up 19% from a year ago, and accounted for 24% of total revenue. The company said average selling prices were down in the low single digits on a sequential basis for DRAM, while dropping in the mid-single digits for NAND.</p>\n<p>For the fiscal second quarter, Micron projects revenue of $7.5 billion, give or take $200 million, with non-GAAP profits of $1.95 a share, plus or minus 10 cents. The Wall Street consensus had been for revenue of $7.27 billion and $1.86 in per-share profits. The company expects gross margin for the quarter of 46%, give or take a percentage point, down from 47% in the latest quarter.</p>\n<p>The company also said it bought back $259 million of its shares in the latest quarter.</p>\n<p>“Micron delivered solid fiscal first quarter results led by strong product portfolio momentum,” Micron CEO Sanjay Mehrotra said in a statement. “We are now shipping our industry-leading DRAM and NAND technologies across major end markets, and we delivered new solutions to data center, client, mobile, graphics and automotive customers.”</p>\n<p>In a presentation prepared for a call with investors scheduled for late Monday with investors, Micron said it expects “record revenue with solid profitability” for the August 2022 fiscal year, with stronger shipment growth in the second half. The company expects capital spending for the year in the $11 billion to $12 billion range, up from $9.7 billion in fiscal 2021.</p>\n<p>Micron expects demand for DRAM storage capacity, or bit demand, will grow in the low 20% range in 2021, with mid-to-high teens growth in 2022. For NAND, the company sees growth in the high 30% range for this year, and about 30% for next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154367089","content_text":"Micron Technology shares headed higher after the memory-chip company posted strong results, while providing better-than-expected forecasts for the current quarter.\nFor the fiscal first quarter, ended Dec. 2, Micron reported revenue of $7.69 billion, up 33% from a year ago, and marginally ahead of the company’s target of $7.65 billion, though down 7% sequentially. Non-GAAP profits were $2.16, above the company’s target of $2.10 a share.\nIn extended trading, the stock was up 6.2% to $87.14.\n\nThe company said revenue from dynamic random access memory, or DRAM, was up 38% from a year ago, and accounted for 73% of total revenue in the quarter. NAND chips were up 19% from a year ago, and accounted for 24% of total revenue. The company said average selling prices were down in the low single digits on a sequential basis for DRAM, while dropping in the mid-single digits for NAND.\nFor the fiscal second quarter, Micron projects revenue of $7.5 billion, give or take $200 million, with non-GAAP profits of $1.95 a share, plus or minus 10 cents. The Wall Street consensus had been for revenue of $7.27 billion and $1.86 in per-share profits. The company expects gross margin for the quarter of 46%, give or take a percentage point, down from 47% in the latest quarter.\nThe company also said it bought back $259 million of its shares in the latest quarter.\n“Micron delivered solid fiscal first quarter results led by strong product portfolio momentum,” Micron CEO Sanjay Mehrotra said in a statement. “We are now shipping our industry-leading DRAM and NAND technologies across major end markets, and we delivered new solutions to data center, client, mobile, graphics and automotive customers.”\nIn a presentation prepared for a call with investors scheduled for late Monday with investors, Micron said it expects “record revenue with solid profitability” for the August 2022 fiscal year, with stronger shipment growth in the second half. The company expects capital spending for the year in the $11 billion to $12 billion range, up from $9.7 billion in fiscal 2021.\nMicron expects demand for DRAM storage capacity, or bit demand, will grow in the low 20% range in 2021, with mid-to-high teens growth in 2022. For NAND, the company sees growth in the high 30% range for this year, and about 30% for next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
