Palantir's Q1: What Everyone Noticed, And What They Didn't
Summary
- Palantir Technologies Inc. delivered 39% revenue growth, 71% U.S. commercial growth, 44% margins, and an 83% Rule of 40—yet the stock dropped after earnings.
- Despite the numbers, the market punished execution and rewarded hype elsewhere, highlighting just how disconnected things are right now.
- Palantir's rapid adoption in new industries, especially finance, showcases its ability to embed itself into core business processes and drive significant growth.
- Valuation remains stretched, but execution, profitability, and forward visibility make PLTR stock a high-risk, high-conviction long-term hold.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. 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.
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