Palantir Technologies(PLTR)
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Here's How Palantir (PLTR) Stock Can Reach $1,500
247Wallst· 2025-11-05 03:36
Palantir (NASDAQ:PLTR ) has been the hottest AI stock on Wall Street, right behind Nvidia (NASDAQ:NVDA ). ...
Palantir Correction Reflects Rotation From AI Momentum to Valuation Discipline
Investing· 2025-11-05 03:26
Market Analysis by covering: NVIDIA Corporation, S&P 500, Super Micro Computer Inc, Palantir Technologies Inc. Read 's Market Analysis on Investing.com ...
"Big Short' Michael Burry bets against Nvidia and Palantir
Proactiveinvestors NA· 2025-11-05 03:24
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Palantir stock: is it okay to ignore its P/E multiple?
Invezz· 2025-11-05 03:06
Palantir Technologies Inc (NASDAQ: PLTR) is tumbling this morning even after the data analytics firm reported another blockbuster quarter and raised its guidance for the full year. Why? Primarily beca... ...
PLTR Road to $1T: Stock Holds "Unique Tailwinds," Valuation Remains Key Headwind
Youtube· 2025-11-05 03:00
It's time now for our 360 round. For that, let's bring in our panel to discuss Palanteer's latest earnings. Joining us, Joe Castikley, the portfolio manager at the free markets ETF, and Shai Balour, the chief market strategist at Futurum.Shai, we'll start with you. You know, thoughts on the report. >> I mean, looking at the price action down 8%, you would assume that the earnings weren't great, but they're actually very impressive.Maybe the market just got ahead of itself, but longterm nothing has changed. ...
Palantir Technologies Earnings Review: Buy the Dip?
ZACKS· 2025-11-05 02:56
Palantir Technologies ((PLTR) reported strong quarterly results Monday after the close, beating expectations on both the top and bottom line. The company posted adjusted earnings of $0.21 per share, above the $0.17 consensus, on revenue of $1.18 billion, also topping estimates of $1.09 billion. Despite the beat, shares are pulling back as investors weigh valuation concerns after the stock has gained more than 150% year-to-date.Total revenue surged 63% year-over-year, rising from $725.5 million to $1.18 bill ...
Is Palantir's valuation justified?
Youtube· 2025-11-05 02:37
公司业绩表现 - 第三季度业绩表现非常出色,获得多数卖方分析师的积极评价 [1] - 美国商业收入同比增长121%,整体美国市场增长77% [3] - 运营利润率大幅扩张,本季度超过50%,而去年同期为34% [12] - 公司展现出114的规则,并产生强劲的自由现金流 [3] 估值争议 - 估值达到83倍2026年销售额,被描述为极端水平 [2] - 相对于基础设施软件行业其他公司,估值高出约5倍 [2] - 当前交易价格为200多倍市盈率和85倍销售额 [6] - 市场关注点在于投资者已将多少增长预期提前计入当前估值 [15] 业务运营情况 - 产品商业模式和执行能力持续获得分析师认可 [2] - 欧洲地区增长因经济停滞而受到抑制 [6] - 政府收入增长略有放缓,从53%降至52%季度环比 [4] - 持续的政府停摆可能降低新合同签订数量 [4] 市场反应与投资者观点 - 股价成为标普500指数中最大的拖累因素之一 [5] - 该股已成为多空双方激烈交锋的战场股 [18] - 部分投资者基于动量因素进行投资,某投资者自2024年1月以16美元买入后获得1100%收益 [9] - 建议投资者无需因市场热议而急于建立头寸,可等待市场消化极端估值 [18][19] 管理层观点与市场评论 - 首席执行官Alex Karp反驳做空者观点,认为做空芯片和本体论是疯狂行为 [4] - 公司拥有8.8亿美元股票回购授权 [16] - 著名投资者Michael Bur披露持有近10亿美元看跌期权 [20] - 尽管公司业务表现强劲,但管理层对估值批评显得防御性过强 [15]
Wall Street Lunch: 'Big Short' Investor Michael Burry Bets Against Nvidia, Palantir
Seeking Alpha· 2025-11-05 02:10
BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46) This is an abridged transcript of the podcast: Our top story so far, Michael Burry of “Big Short” fame is now betting against the AI trade. Burry’s hedge fund Scion Asset Management has bo ...
Palantir slides on valuation concerns, AMD and Qualcomm earnings preview
Youtube· 2025-11-05 01:56
Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, Palunteer weighing on stocks as concerns rise over sky-high valuations. We'll dig into those results ahead. Plus, we'll hone in on Uber and Spotify as those companies report results.And we'll hear from Fed Governor Austin Goulby as he cast doubt on the odds of a December rate cut. Taking a look at the major averages here, we definitely have a risko ...
The Big 3: PLTR, SHOP, NET
Youtube· 2025-11-05 01:30
It's time for the big three. We've got three stocks, three charts, and three trades. We'll take you through.Rick Dat will walk us through the charts as always. And here to take us through the trades today is Charles Moon, the stock strategist at Prosper Trading Academy. Great to have you both with us.Charles, can we just start with a big picture thought from you on on the market and the performance that we've seen so far in the month of November. >> Yeah, you know, things have been shaky since last Wednesda ...