Palantir Soars After Blowing Away Q4 Estimates

(10min)

Summary

  • Palantir Technologies Inc. reported a strong earnings beat, with revenue up 36% YoY and EPS beating estimates by 30%, driving PLTR shares up over 20%.
  • The company closed 129 deals worth at least $1 million in Q4, with commercial contracts intake totaling $803 million, indicating robust future revenue.
  • Management's 2025 guidance forecasts $3.75 billion in revenue and $1.6 billion in free cash flow, suggesting ongoing business growth acceleration.
  • Despite strong operational performance, Palantir's high valuation at 160x free cash flow makes it less attractive compared to other high-growth AI companies like Nvidia and Broadcom.
  • Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More »

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Richard Drury

Article Thesis

Palantir Technologies Inc. (NASDAQ:PLTR) reported its most recent earnings results on Monday evening. The company blew away the analyst consensus estimate, beating estimates on both lines. The company's guidance for 2025 also was

This article was written by

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Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally.

He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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