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EmeraldRose6

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- EmeraldRose6EmeraldRose6
  ·2022-12-17
  [Happy]
  1.46K Comment
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- EmeraldRose6EmeraldRose6
  ·2022-07-21
  [smile]
  Palantir: Prepare For War
  SummaryPalantir's Q1 earnings left something to be desired, though commercial expansion has been a s
  Palantir: Prepare For War
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- EmeraldRose6EmeraldRose6
  ·2022-07-19
  Great ariticle, would you like to share it?
  Alphabet's Stock Split Has Taken Effect. Now What?
  Alphabet's stock price is now much smaller, which could make it more appealing to retail investors.
  Alphabet's Stock Split Has Taken Effect. Now What?
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- EmeraldRose6EmeraldRose6
  ·2022-05-25
  Still, dont be panic. Buy and keep for long term.
  Sorry, this post has been deleted
  1.28K Comment
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- EmeraldRose6EmeraldRose6
  ·2022-05-22
  Great ariticle, would you like to share it?
  Sorry, this post has been deleted
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- EmeraldRose6EmeraldRose6
  ·2022-05-19
  Buy buy buy
  Better Buy: Palantir Technologies vs. Amazon
  Which fallen growth stock is the better turnaround play?
  Better Buy: Palantir Technologies vs. Amazon
  1.53K Comment
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- EmeraldRose6EmeraldRose6
  ·2022-05-18
  Great ariticle, would you like to share it?
  Sorry, this post has been deleted
  1.42K Comment
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- EmeraldRose6EmeraldRose6
  ·2022-05-17
  [smile]
  Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?
  1Q22 ERFigure 1 - Key Financials OverviewConvequityBearish points1Q22 government business growth dec
  Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?
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- EmeraldRose6EmeraldRose6
  ·2022-05-16
  Dont panic. Keep buying and hold.
  Palantir Stock: Should You Buy the Dip?
  With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently
  Palantir Stock: Should You Buy the Dip?
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- EmeraldRose6EmeraldRose6
  ·2022-05-12
  Great ariticle, would you like to share it?
  Palantir: Panic Time Is Buying Time
  SummaryPalantir's commercial revenue growth kept accelerating in Q1'22.Revenue outlook for Q2'22 is
  Palantir: Panic Time Is Buying Time
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11:50","market":"us","language":"en","title":"Palantir: Prepare For War","url":"https://stock-news.laohu8.com/highlight/detail?id=1165364438","media":"Seeking Alpha","summary":"SummaryPalantir's Q1 earnings left something to be desired, though commercial expansion has been a s","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s Q1 earnings left something to be desired, though commercial expansion has been a strong positive.</li><li>There are many global risks that could spike demand from governments.</li><li>Palantir will report Q2 earnings in a few weeks, and our expectations have grown a bit more conservative, though the bottom looks in.</li><li>We anticipate a lot of debate on the results and bulls vs. bears prepare to battle.</li><li>Understanding how the current economic climate is impacting the business will be paramount.</li></ul><p>Palantir Technologies Inc. (NYSE:PLTR) is a battleground stock. Over the last year returns (rather losses) have been absolutely brutal. Frankly, it has been a total disaster for longs, and shorts have succeeded. About a month ago, we hypothesized that the bottom was in. So far, we think that the bottom was recognized. The coming earnings (scheduled for August 8) will undoubtedly be a catalyst to send the stock moving in either direction on massive volumes.</p><p>To be clear, we are expecting a major move. Investors should prepare for a bull/bear war, and traders should be able to leverage the volatility in the short-term for some easy swing trade gains. That said, we still view Palantir as a long-term investment, and so long as management does not dilute shareholders into oblivion, we believe the stock will provide returns from the single-digit levels. We understand that there are still a lot of retail &#34;bag-holders&#34; out there who piled into the stock in the high teens or 20&#39;s.</p><p>The stock has more than made a round trip from its direct public offering price. We had been very bullish even in the 20s on the prospects for the company and the stock. Of course, the bear market of 2022 has had an iron grip on investors, and frankly just about every no-earnings or low-earnings tech stock has been obliterated from highs. It is not uncommon to see some of these down 60-70, even 80%. But the stock has emerged from the depths, and is quietly up 50% off lows.</p><p>Still, most investors are underwater. Traders have made money long and short. While we are traders week to week, we are also very long-term investors. And we hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward? The stock will be held back until it can reliably grow and slow down dilution. Further, in this column we look back to performance, and discuss the Q2 view that was provided by management. We also believe that the reported results may come in ahead of expectations on some areas (such as new customers and backlog), but below expectation in other areas, such as earnings per share.</p><p><b>The biggest short-term issues holding back shares</b></p><p>The stock has been beaten and then relatively pinned down due to being a high revenue growth, innovative tech stock. Palantir, and stocks of companies that are similar to it, are indeed often extremely expensive in the early stages of being public. They usually lose money and fight to grow sales, then eventually work toward breakeven, positive cash flow, and eventually, EPS positive. The thing is that you really cannot value these stock on an earnings basis because there are no or very little earnings. So, valuation woes are an issue. Even in the high single-digits the stock is expensive on most valuation measures. Prepare to hear that in the coming war between bulls and bears. It is coming. Overvalued vs. growth at a somewhat reasonable price. That will be one of the debates you see in the comment sections of articles discussing earnings.</p><p>The second issue, which has been discussed before, still remains a huge issue. Palantir has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We continue to think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. So by issuing stock based compensation, EPS gets lower and lower even if net income is positive or grows. For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously. Stock based compensation, many would argue, is an investment to attract, acquire, and retain top talent in the tech field. There is a lot of merit to this argument. But in the first quarter of 2022, stock based compensation was still $149 million.</p><p><img src=\"https://static.tigerbbs.com/09be53dda6f898b0ed8fa77c8b310cfc\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Q1 presentation</p><p>So, this makes increasing EPS all the more difficult. This is another area bears have ammunition in the war against bulls. It has merits. The larger subsequent risk could be that Palantir&#39;s growth fades some or new competitors could emerge, and income generation stalls. The added dilution could continue so long that positive EPS becomes out of reach without future buybacks. It is an issue, even though management acknowledged on the Q1 call that this is a problem.</p><p><b>Operational strengths and weaknesses: perceived or actual war is potentially profitable</b></p><p>You have all heard of the military industrial complex. Palantir has a role in it as governments pay a lot of money for defense (or offense). As we move into the 21st century data is becoming its own weapon. Knowledge is power. Decision making through algorithmic calculation is a gamechanger. Many governments (and businesses) believe the investment in data analytics to power decision-making is worth every cent. In Palantir&#39;s10-Q, it indicates it does not do business with those who seek to do harm to the U.S. or go against western democracy, but the many nations that are democratic need the data analysis. We think that government growth is a big future source of growth. For now, commercial growth has been the main driver.</p><p><b>Palantir&#39;s commercial segment strong</b></p><p>In the first quarter,performance was strong on the top line and ahead of consensus estimates. That is great. Again, this is mostly a revenue growth company that is close to breaking even consistently, with some losing and some winning quarters. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02. Now, that said, Palantir has both government and commercial segments. The commercial revenue stream continues to grow rapidly, while government contracts have grown more moderately.</p><p><img src=\"https://static.tigerbbs.com/b540fc9ad93f28b10c2186261e94e45d\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Q1 presentation</p><p>The company added 37 customers on the commercial side. They also have expanded commercial revenue growth significantly, with commercial revenue rising 54% in Q1. We think we see some normalization in Q2, with 30-40% revenue growth. But war is good for business. And not just for government contracts. Businesses want to know how it may impact them too. Global peace is a hidden headwind to the company in our opinion.</p><p><b>Government segment growing, but slower</b></p><p>Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat, to just 16% from last year, 3 new customers on the government side. Revenue growth is trending in the wrong direction, for now.</p><p><img src=\"https://static.tigerbbs.com/b0d116d2e2c0c1c490310366eb99d8c2\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Q1 presentation</p><p>While revenue per customer is up, the revenue growth has clearly decelerated. We do believe that the government segment will see increased demand as global risks increase. We are closely watching for progress on this front when Q2 is reported. We do know of a few recent contracts, including the Army&#39;s Titan program,as well as the U.S. Space Systems.</p><p><b>Palantir is slightly profitable, for now</b></p><p>Make no mistake, Palantir is seeing very positive momentum in its margins, which is important in a software company. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management&#39;s prior guidance of 23%. This is positive.</p><p>However the Q2 expectations are not as bullish.</p><p><img src=\"https://static.tigerbbs.com/654d2b5ca7394c529bb854e40ed3a6b7\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Palantir Q1 presentation</p><p>The biggest concern right now is not valuation. It is not dilution. It is not the &#34;overall market.&#34; The largest issue is a slowdown in performance and the Q2 guidance suggests a slowdown. Management guided to a base case of $470 million in revenue. This was below consensus of $484 million. Now some new contracts may indeed help this revenue figure. However, in the release management noted that &#34;there is a wide range of potential upside [for this] guidance.&#34; Palantir continues to see 30% annual revenue growth through 2025. But where our concerns are here is a lower guide on margins to just 20%. Labor is becoming more expensive. The company had been hiring in Q1 and likely in Q2. Costs of operations are rising thanks to inflation like utilities. These are things many investors do not consider. But every expense matters.</p><p>The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure. We are concerned that if margins come in even lighter than expected, the company will lose on EPS. Frankly, we expect $0.02-$0.03 in EPS on 20% margins, with revenue of $475-$480 million. It is difficult to pinpoint however, as revenue recognition from contracts is never straightforward.</p><p>While war is a positive catalyst in many regards, the threat of a recession could be a catalyst in either direction. On one hand, companies will want to save money. If they get a big return on investment in Palantir&#39;s software, they may up their spend here collectively. Alternatively, inflation is putting a lot of pressure on consumers, and while Palantir&#39;s technology should help businesses operate more efficiently, and therefore more profitably, we could see reduced spending on services like this. If tax rolls are impacted, government spending could also go either way.</p><p><b>Final thoughts</b></p><p>We think the Q2 results are going to move Palantir stock heavily. We love that the company operates with no debt and has nice positive free cash flow. Big data, analytics, and algorithmic decision making to improve operations can benefit both businesses and governments alike.</p><p>War seems to be a real catalyst, while recession could be either a negative or positive catalyst. The customer growth is impressive as is the revenue growth on the commercial side, but there remains a strong opportunity to start expanding revenue growth on the government side. We are closely watching margins in Q2, as they could be a driver for stock movement.</p><p>While the stock remains expensive on most valuation approaches, we also want to see a reduction in stock based compensation to limit dilution. Most importantly, understanding how the current economic climate is impact the business will be paramount.</p></body></html>","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: Prepare For War</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: Prepare For War\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524472-palantir-prepare-for-war><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's Q1 earnings left something to be desired, though commercial expansion has been a strong positive.There are many global risks that could spike demand from governments.Palantir will ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524472-palantir-prepare-for-war\">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/4524472-palantir-prepare-for-war","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165364438","content_text":"SummaryPalantir's Q1 earnings left something to be desired, though commercial expansion has been a strong positive.There are many global risks that could spike demand from governments.Palantir will report Q2 earnings in a few weeks, and our expectations have grown a bit more conservative, though the bottom looks in.We anticipate a lot of debate on the results and bulls vs. bears prepare to battle.Understanding how the current economic climate is impacting the business will be paramount.Palantir Technologies Inc. (NYSE:PLTR) is a battleground stock. Over the last year returns (rather losses) have been absolutely brutal. Frankly, it has been a total disaster for longs, and shorts have succeeded. About a month ago, we hypothesized that the bottom was in. So far, we think that the bottom was recognized. The coming earnings (scheduled for August 8) will undoubtedly be a catalyst to send the stock moving in either direction on massive volumes.To be clear, we are expecting a major move. Investors should prepare for a bull/bear war, and traders should be able to leverage the volatility in the short-term for some easy swing trade gains. That said, we still view Palantir as a long-term investment, and so long as management does not dilute shareholders into oblivion, we believe the stock will provide returns from the single-digit levels. We understand that there are still a lot of retail \"bag-holders\" out there who piled into the stock in the high teens or 20's.The stock has more than made a round trip from its direct public offering price. We had been very bullish even in the 20s on the prospects for the company and the stock. Of course, the bear market of 2022 has had an iron grip on investors, and frankly just about every no-earnings or low-earnings tech stock has been obliterated from highs. It is not uncommon to see some of these down 60-70, even 80%. But the stock has emerged from the depths, and is quietly up 50% off lows.Still, most investors are underwater. Traders have made money long and short. While we are traders week to week, we are also very long-term investors. And we hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward? The stock will be held back until it can reliably grow and slow down dilution. Further, in this column we look back to performance, and discuss the Q2 view that was provided by management. We also believe that the reported results may come in ahead of expectations on some areas (such as new customers and backlog), but below expectation in other areas, such as earnings per share.The biggest short-term issues holding back sharesThe stock has been beaten and then relatively pinned down due to being a high revenue growth, innovative tech stock. Palantir, and stocks of companies that are similar to it, are indeed often extremely expensive in the early stages of being public. They usually lose money and fight to grow sales, then eventually work toward breakeven, positive cash flow, and eventually, EPS positive. The thing is that you really cannot value these stock on an earnings basis because there are no or very little earnings. So, valuation woes are an issue. Even in the high single-digits the stock is expensive on most valuation measures. Prepare to hear that in the coming war between bulls and bears. It is coming. Overvalued vs. growth at a somewhat reasonable price. That will be one of the debates you see in the comment sections of articles discussing earnings.The second issue, which has been discussed before, still remains a huge issue. Palantir has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We continue to think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. So by issuing stock based compensation, EPS gets lower and lower even if net income is positive or grows. For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously. Stock based compensation, many would argue, is an investment to attract, acquire, and retain top talent in the tech field. There is a lot of merit to this argument. But in the first quarter of 2022, stock based compensation was still $149 million.Palantir Q1 presentationSo, this makes increasing EPS all the more difficult. This is another area bears have ammunition in the war against bulls. It has merits. The larger subsequent risk could be that Palantir's growth fades some or new competitors could emerge, and income generation stalls. The added dilution could continue so long that positive EPS becomes out of reach without future buybacks. It is an issue, even though management acknowledged on the Q1 call that this is a problem.Operational strengths and weaknesses: perceived or actual war is potentially profitableYou have all heard of the military industrial complex. Palantir has a role in it as governments pay a lot of money for defense (or offense). As we move into the 21st century data is becoming its own weapon. Knowledge is power. Decision making through algorithmic calculation is a gamechanger. Many governments (and businesses) believe the investment in data analytics to power decision-making is worth every cent. In Palantir's10-Q, it indicates it does not do business with those who seek to do harm to the U.S. or go against western democracy, but the many nations that are democratic need the data analysis. We think that government growth is a big future source of growth. For now, commercial growth has been the main driver.Palantir's commercial segment strongIn the first quarter,performance was strong on the top line and ahead of consensus estimates. That is great. Again, this is mostly a revenue growth company that is close to breaking even consistently, with some losing and some winning quarters. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02. Now, that said, Palantir has both government and commercial segments. The commercial revenue stream continues to grow rapidly, while government contracts have grown more moderately.Palantir Q1 presentationThe company added 37 customers on the commercial side. They also have expanded commercial revenue growth significantly, with commercial revenue rising 54% in Q1. We think we see some normalization in Q2, with 30-40% revenue growth. But war is good for business. And not just for government contracts. Businesses want to know how it may impact them too. Global peace is a hidden headwind to the company in our opinion.Government segment growing, but slowerPalantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat, to just 16% from last year, 3 new customers on the government side. Revenue growth is trending in the wrong direction, for now.Palantir Q1 presentationWhile revenue per customer is up, the revenue growth has clearly decelerated. We do believe that the government segment will see increased demand as global risks increase. We are closely watching for progress on this front when Q2 is reported. We do know of a few recent contracts, including the Army's Titan program,as well as the U.S. Space Systems.Palantir is slightly profitable, for nowMake no mistake, Palantir is seeing very positive momentum in its margins, which is important in a software company. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management's prior guidance of 23%. This is positive.However the Q2 expectations are not as bullish.Palantir Q1 presentationThe biggest concern right now is not valuation. It is not dilution. It is not the \"overall market.\" The largest issue is a slowdown in performance and the Q2 guidance suggests a slowdown. Management guided to a base case of $470 million in revenue. This was below consensus of $484 million. Now some new contracts may indeed help this revenue figure. However, in the release management noted that \"there is a wide range of potential upside [for this] guidance.\" Palantir continues to see 30% annual revenue growth through 2025. But where our concerns are here is a lower guide on margins to just 20%. Labor is becoming more expensive. The company had been hiring in Q1 and likely in Q2. Costs of operations are rising thanks to inflation like utilities. These are things many investors do not consider. But every expense matters.The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure. We are concerned that if margins come in even lighter than expected, the company will lose on EPS. Frankly, we expect $0.02-$0.03 in EPS on 20% margins, with revenue of $475-$480 million. It is difficult to pinpoint however, as revenue recognition from contracts is never straightforward.While war is a positive catalyst in many regards, the threat of a recession could be a catalyst in either direction. On one hand, companies will want to save money. If they get a big return on investment in Palantir's software, they may up their spend here collectively. Alternatively, inflation is putting a lot of pressure on consumers, and while Palantir's technology should help businesses operate more efficiently, and therefore more profitably, we could see reduced spending on services like this. If tax rolls are impacted, government spending could also go either way.Final thoughtsWe think the Q2 results are going to move Palantir stock heavily. We love that the company operates with no debt and has nice positive free cash flow. Big data, analytics, and algorithmic decision making to improve operations can benefit both businesses and governments alike.War seems to be a real catalyst, while recession could be either a negative or positive catalyst. The customer growth is impressive as is the revenue growth on the commercial side, but there remains a strong opportunity to start expanding revenue growth on the government side. We are closely watching margins in Q2, as they could be a driver for stock movement.While the stock remains expensive on most valuation approaches, we also want to see a reduction in stock based compensation to limit dilution. Most importantly, understanding how the current economic climate is impact the business will be paramount.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075505144,"gmtCreate":1658217279388,"gmtModify":1676536123636,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075505144","repostId":"2252237196","repostType":2,"repost":{"id":"2252237196","kind":"highlight","pubTimestamp":1658213489,"share":"https://ttm.financial/m/news/2252237196?lang=&edition=fundamental","pubTime":"2022-07-19 14:51","market":"us","language":"en","title":"Alphabet's Stock Split Has Taken Effect. Now What?","url":"https://stock-news.laohu8.com/highlight/detail?id=2252237196","media":"Motley Fool","summary":"Alphabet's stock price is now much smaller, which could make it more appealing to retail investors.","content":"<div>\n<p>KEY POINTSAlphabet's stock split reduced its price per share from $2,235.55 to $111.77 at the start of Monday's trading.The split adds no real value to the company, but it does change the way earnings...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/18/alphabets-stock-split-has-taken-effect-now-what/\">Web Link</a>\n\n</div>\n","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>Alphabet's Stock Split Has Taken Effect. Now What?</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\">\nAlphabet's Stock Split Has Taken Effect. Now What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/18/alphabets-stock-split-has-taken-effect-now-what/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlphabet's stock split reduced its price per share from $2,235.55 to $111.77 at the start of Monday's trading.The split adds no real value to the company, but it does change the way earnings...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/18/alphabets-stock-split-has-taken-effect-now-what/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/07/18/alphabets-stock-split-has-taken-effect-now-what/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252237196","content_text":"KEY POINTSAlphabet's stock split reduced its price per share from $2,235.55 to $111.77 at the start of Monday's trading.The split adds no real value to the company, but it does change the way earnings are calculated.Alphabet is an incredibly strong company and is a great value right now.Earlier this year, Google parent company Alphabet announced plans to conduct a 20-for-1 stock split. It officially took effect at the market close on Friday, and Monday is the first day of trading with its new, shrunken share price.When a company creates a lot of value over the long term, its share price typically generates high returns. In Alphabet's case, its stock had risen to $2,235.55, which made it a little expensive for investors who were only investing small amounts of money.What Alphabet's stock split is, and what it isn'tWhen a stock split occurs, the number of shares in circulation for a given company gets adjusted, which in turn changes its stock price. In Alphabet's case, its 20-for-1 split means each existing investor will now have 20 shares for each one they previously owned, which has shrunk the price of each share down from $2,235.55 to $111.77. The dollar value of their position stays exactly the same.This is a more enticing proposition for smaller investors because they no longer need to fork out thousands of dollars to buy a single share of Alphabet.The stock split is entirely cosmetic and has no impact on the intrinsic value of the company, but it does require a small change to the way Alphabet's earnings per share is calculated. Since there are now 20 times more Alphabet shares in circulation, all of the company's past earnings per share numbers need to be divided by 20 to accommodate.For example, Alphabet has generated $74.5 billion in net income (profit) over the last four quarters, which translated to $110.56 in earnings per share before the split. But now that figure needs to be divided by 20, so it becomes $5.53 in earnings per share. This only relates to Alphabet's past earnings results; in future reports, the company will make the adjustment.Buy the company, not the stock splitStock splits have captured headlines throughout 2022, not just in relation to Alphabet, but also a handful of other big-tech companies. However, investors should always remember that a company's fundamentals are the only thing that can create value and drive a stock price higher in the long run.Alphabet is one of the most solid tech organizations in the world mainly thanks to Google, its flagship brand. Google has a 91% market share in the internet search industry, which makes it very difficult to disrupt -- and many competitors have tried, including Microsoft, yet that company's Bing search engine has only mustered a 3% global share.Google Search has accounted for 58% of Alphabet's $270.3 billion in total revenue over the last four quarters, so it's also the financial engine of the company. But Alphabet has grown to become incredibly diverse, so it receives notable contributions from its other business units, too. The company has a growing hardware segment which produces the Pixel smartphone, the Pixel Buds headphones, and the Nest line of home devices -- to name just a few products.Alphabet also owns the world-leading YouTube video platform, which has generated $29.7 billion in ad revenue over the past year and boasts about 2 billion monthly active users. Considering Google bought YouTube for just $1.65 billion in 2006, it's safe to say the bet has paid off. Its best results might still be ahead as its YouTube Shorts format is proving a worthy competitor to ByteDance's TikTok, already matching it for users despite launching just two years ago.Alphabet stock is a great valueThe stock market is having a rough year, but the technology sector is particularly weak. The Nasdaq-100 tech index is down 26.5% year to date, which places it firmly in a bear market. As a result, Alphabet stock has lost about 21% from its all-time high -- and that might be a dip worth buying.Investors are concerned about high inflation and rising interest rates, which could dampen consumer spending and slow the economy down. Since the bulk of Alphabet's business relies on advertising revenue, it could feel the pinch if these conditions persist or grow worse. But there might be some good news on the horizon because these pressures are now showing early signs of easing.With $5.53 in earnings per share over the last four quarters and a current share price of $111.77, Alphabet trades at a price-to-earnings multiple of 20.2. That's 18% cheaper than the Nasdaq-100 index, which sits at a multiple of 24.7 right now; given the diversity of Alphabet's business, that spells opportunity.The company has a track record of success and remains a leader in innovation. It's a great stock to own now and even more so if the economy rebounds, and thanks to the stock split, smaller investors now have a chance to get involved.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022188101,"gmtCreate":1653490933503,"gmtModify":1676535291557,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Still, dont be panic. Buy and keep for long term.","listText":"Still, dont be panic. Buy and keep for long term.","text":"Still, dont be panic. Buy and keep for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022188101","repostId":"1154073268","repostType":4,"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028663099,"gmtCreate":1653216578311,"gmtModify":1676535241482,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028663099","repostId":"2237089312","repostType":2,"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023587379,"gmtCreate":1652931139291,"gmtModify":1676535191887,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023587379","repostId":"2236757950","repostType":2,"repost":{"id":"2236757950","kind":"news","pubTimestamp":1652924620,"share":"https://ttm.financial/m/news/2236757950?lang=&edition=fundamental","pubTime":"2022-05-19 09:43","market":"us","language":"en","title":"Better Buy: Palantir Technologies vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2236757950","media":"Motley Fool","summary":"Which fallen growth stock is the better turnaround play?","content":"<div>\n<p>KEY POINTSPalantir’s slowdown raises questions about its goal of generating more than 30% annual revenue growth through 2025.Amazon’s e-commerce business faces tough macro headwinds in a post-lockdown...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/better-buy-palantir-technologies-vs-amazon/\">Web Link</a>\n\n</div>\n","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>Better Buy: Palantir Technologies vs. Amazon</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\">\nBetter Buy: Palantir Technologies vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/better-buy-palantir-technologies-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir’s slowdown raises questions about its goal of generating more than 30% annual revenue growth through 2025.Amazon’s e-commerce business faces tough macro headwinds in a post-lockdown...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/better-buy-palantir-technologies-vs-amazon/\">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.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/18/better-buy-palantir-technologies-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236757950","content_text":"KEY POINTSPalantir’s slowdown raises questions about its goal of generating more than 30% annual revenue growth through 2025.Amazon’s e-commerce business faces tough macro headwinds in a post-lockdown world.One of these stocks is still more speculative than the other.Palantir and Amazon both burned the bulls after their stocks hit all-time highs last year.Palantir's stock started trading at $10 after the data-mining firm went public via a direct listing in September 2020. It soared to $39 last January amid the Reddit-fueled trading frenzy in \"meme stocks,\" but it now trades at about $8. Amazon's stock closed at an all-time high of $3,731.41 last July, but it subsequently tumbled to about $2,200 as investors fretted over its slowing e-commerce growth and rising expenses.Is either beaten-down tech stock worth buying as rising interest rates and other macro challenges challenge the entire sector?IMAGE SOURCE: GETTY IMAGES.Palantir is losing its momentumPalantir's data mining and analytics tools help government and commercial customers make informed decisions. Its government business, which aims to become the \"default operating system for data across the U.S. government,\" has traditionally grown faster than its commercial business.But over the past three quarters, its commercial business has grown at a faster rate than its government business. That slowdown raises troubling questions about brewing competition from other data mining platforms and internally developed alternatives within the U.S. government.Palantir's revenue rose 47% to $1.09 billion in 2020 and grew 41% to $1.54 billion in 2021.It insists it will generate at least 30% annual revenue growth through 2025, but it's off to a rough start this year: Its revenue rose 31% in the first quarter, but it expects just 25% growth in the second quarter. It believes its growth will improve in the second half of the year as it secures more \"anticipated\" contracts, but analysts expect just 29% growth this year.Palantir's adjusted gross and operating margins also fell both sequentially and year over year in the first quarter of 2022. For the full year, it expects its adjusted operating margin to decline about four percentage points to 27% as it ramps up its investments \"in advance\" of future contracts. It isn't profitable on a generally accepted accounting principles (GAAP) basis yet, but analysts expect its non-GAAP EPS to improve 23% this year.Palantir's business is still expanding, but its slowing growth, shrinking margins, and lack of GAAP profits made it an unappealing investment as the macro headwinds drove investors away from riskier growth plays.Amazon faces tough post-pandemic challengesAmazon generates most of its revenue from its e-commerce marketplaces, but most of its profits come from Amazon Web Services (AWS), the largest cloud infrastructure platform in the world. Both of these businesses fired on all cylinders throughout the pandemic, as more people shopped online and companies ramped up their spending on cloud-based services.But as the lockdown measures were relaxed, Amazon's e-commerce growth decelerated while its expenses surged amid rising fuel costs, supply chain challenges, and other inflationary headwinds. It invested in the electric truck maker Rivian to offset those long-term costs, but that poorly timed investment resulted in a pre-tax loss of $7.6 billion (compared to its total net loss of $3.8 billion) last quarter.That staggering loss tarnished the bullish thesis that Amazon could consistently subsidize its lower-margin retail business with AWS' higher-margin revenue. AWS is still the market leader and generating more than 30% revenue growth each quarter, but this core profit engine could struggle to offset the losses of Amazon's other businesses later this year.Amazon's revenue rose 38% to $386 billion in 2020 and grew 22% to $470 billion in 2021. Its EPS increased 82% in 2020, even as it incurred billions of dollars of COVID-19-related expenses, and grew 55% in 2021. But this year, analysts expect its revenue to grow a mere 12% as its EPS tumbles 75%.Just like Palantir, Amazon's toxic mix of slowing growth and rising expenses made it a difficult stock to own.But Amazon has a better shot at a recoveryPalantir's stock trades at 43 times forward earnings and nine times this year's sales. It still isn't cheap relative to similar growth stocks like Twilio, which aims to generate more than 30% organic revenue growth through 2024 but trades at just five times this year's sales.Amazon trades at 42 times forward earnings and two times this year's sales. That's a high price-to-earnings ratio for a traditional retailer but a low price-to-sales ratio for an e-commerce or cloud infrastructure company. Those mixed valuations should limit its downside potential, but Amazon's stock probably won't rally until its e-commerce business stabilizes.I wouldn't rush to buy either of these stocks right now. But if I had to choose one over the other, I'd definitely stick with Amazon because it's larger, better diversified, and more profitable. Palantir's future is still highly speculative, and its recent slowdown suggests that its long-term target of at least 30% revenue growth through 2025 might be too ambitious.","news_type":1,"symbols_score_info":{"AMZN":1,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023052891,"gmtCreate":1652839431413,"gmtModify":1676535172852,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023052891","repostId":"2236059692","repostType":2,"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029228603,"gmtCreate":1652790608102,"gmtModify":1676535161636,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029228603","repostId":"2236245709","repostType":2,"repost":{"id":"2236245709","kind":"highlight","pubTimestamp":1652789859,"share":"https://ttm.financial/m/news/2236245709?lang=&edition=fundamental","pubTime":"2022-05-17 20:17","market":"us","language":"en","title":"Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236245709","media":"Seeking Alpha","summary":"1Q22 ERFigure 1 - Key Financials OverviewConvequityBearish points1Q22 government business growth dec","content":"<html><head></head><body><h2>1Q22 ER</h2><p>Figure 1 - Key Financials Overview</p><p><img src=\"https://static.tigerbbs.com/4bbdd5aa739845045e177312d5f556d1\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Convequity</p><p><b>Bearish points</b></p><ul><li>1Q22 government business growth decelerates to 16% YoY, particularly surprising given the Russia-Ukraine War and rising geopolitical tensions. This drop in government growth appears to have recoiled the stock from the previous bullishness priced in during the initial succeeding weeks following Russia’s invasion. Management has explained that government growth will reaccelerate, however.</li><li>2Q22 revenue YoY growth guidance declines to 20% &gt;&gt;&gt; though management explained they expect a reacceleration in 2H22.</li><li>The Rule of 40 – growth plus FCF margin – has declined sharply to 36% in 1Q22. It seems as though the double whammy of overall growth only being a whisker higher than the long-term guidance of 30%+ combined with a steepish drop in FCF margin has put off investors. Investors should bear in mind, however, that FCF margin is volatile for software stocks, especially for firms like PLTR involved in lengthy procurement timelines and very large deals.</li></ul><p><b>Bullish points</b></p><ul><li>Government business growth is expected to reaccelerate in 2H22.</li><li>40 net new customer adds in 1Q22 – this is compared to c. 100 in FY21 and only six in FY20. At this rate of customer growth, there will be 160 net new customers in FY22. This is what has really caught our attention. PLTR is finding operating leverage and scaling out its business with lower friction for customer onboarding. And it’s possible that if PLTR has accelerated customer onboarding this quick, then perhaps S&amp;M resources have been spread too thin to drive the land-and-expand sales, thus depressing the overall growth somewhat.</li><li>Commercial growth has now accelerated for five sequential quarters – rising to 54% YoY growth in 1Q22.</li><li>The contribution margin gradually improved in 1Q22 despite the influx of new customers. Just imagine when PLTR has 1000s of customers and the new customers each quarter represent a much smaller percentage of the total customer base... this means PLTR’s overall contribution margin is going to be way closer to the Scale Phase contribution margin of c. 75% (it’s actually close to 90% for very large Scale Phase customers).</li><li>1Q22 operating margin was -9%, showing steady progress toward breakeven.</li><li>SBC as a percentage of revenue is declining at a solid pace. We expect it will normalize toward 10%-20% - which appears to be a typical range for multibillion dollar revenue software firms – within the next couple of years.</li></ul><p>Once PLTR has further optimized its S&amp;M operations (remember that they only began in 2020), the large influx of new customers combined with the presumably low initial land/expand momentum, presents substantial durable growth for the coming quarters.</p><h2>Long-Term Profitability Potential</h2><p>For the bears who believe PLTR won’t be a highly profitable company, they should consider the following table. PLTR is generating revenue per employee of $560k, which is almost midway between the average (that is, our estimate of the average based on doing quite a few of these calculations) of $250k-$350k to the beginning of tech giant range – or even further than midway if you use ADBE as the start of the tech giants’ range. We like this metric because it gives a glimpse into the core unit economics and is very insightful for assessing future profitability of GAAP loss making firms.</p><p>Figure 2 - Revenue Per Employee</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/5/16/51770674-16527051616299996.png\" tg-width=\"273\" tg-height=\"284\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Convequity</p><p>All the firms with high revenue per employee are complete dominators in their core market – hence why they’ve become tech giants – and they are highly profitable (except for SQ at present). PLTR is generating $560k per employee with only c. 280 customers to date. So, investors should expect this metric to move deep into the tech giant range when PLTR scales into 1000s of customers – we’ll touch on this likelihood later – which should translate into high profit margins.</p><h2>Our Overarching Thesis</h2><p>Our overarching thesis is predicated on the observation that technological evolution is merely a back and forth between centralization/aggregation/consolidation and decentralization/disaggregation/fragmentation. Time and time again we’ve seen <a href=\"https://laohu8.com/S/AONE.U\">one</a>-of-a-kind companies appear with the objective of dominating and radically changing the landscape via the former and then niche players will emerge aiming to deliver specialized services via the latter.</p><p>We’ve seen this with <a href=\"https://laohu8.com/S/IBM\">IBM</a> in the 1960s with mainframes, Intel with the microprocessor in the 1970s, Microsoft with Windows in the 1980s, Apple in the 2000s with iOS, and also Amazon in the 2010s with AWS. <i>We anticipate we’ll see this happen for PLTR in the 2020s with Foundry and Apollo.</i> In essence, PLTR will provide a consolidated way of managing data, building applications, and deploying those applications in an increasingly decentralized technological environment.</p><p>Figure 3 - Technological Evolution is Merely Waves Swinging from One Side to the Other</p><p><img src=\"https://static.tigerbbs.com/547805558d80c054772d8d068b4aec9b\" tg-width=\"640\" tg-height=\"179\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Convequity</p><p>The following diagram depicts the market need for something like Foundry and Apollo, whether or not organizations realize this at present.</p><p>Figure 4 - PLTR Can Provide Consolidation in an Increasingly Fragmented Technological World</p><p><img src=\"https://static.tigerbbs.com/3d5bcfbae93c17dcea65e0c27564c212\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Convequity</p><p>Just like Windows provided consolidation by providing a single compatible OS for the highly fragmented PC market in the 1980s/90s, PLTR can provide consolidation by providing a single compatible OS for the fragmenting cloud and edge compute architectures. In essence, PLTR will do this via three channels: data (Foundry), AI/ML (Foundry), and software deployment (Apollo).</p><h2>Core Channels of Growth</h2><p>There are many ways in which to slice and dice what PLTR does, though at a high-level our take is that PLTR’s sustainable advantages relate to data, AI/ML, and software delivery/deployment.</p><p>Data, AI/ML, and software delivery are colossal markets that are foundational to the progress of so many other huge potential markets - and PLTR is the absolute leader in each of these areas. We’re passionate about cybersecurity, but even this huge growthy market is being driven via better data management and AI/ML. Edge compute is another huge potential market but will only progress toward its potential if innovations in data management, AI/ML, and software delivery continue.</p><h3>Data</h3><p>This is an extremely broad area but PLTR excels in all of it thanks to its SDDI (Software-Defined Data Integration). From data source connections, to transforming data to useful datasets, to creating ontologies so that users can clearly understand the relationships of every piece of data ... which then enables a robust data fabric in which to generate company-wide business insights and build highly effective applications. Fundamentally managing data more effectively is the core driver for any market and inefficient ways of handling data is the number one headwind to faster digitalization. PLTR is the only vendor capable of breaking down the data siloes and offering an end-to-end data processing and analytics platform.</p><h3>AI/ML</h3><p>The AI/ML value/supply chain has parts which have become commoditized and other parts in which there is still lots of opportunity for vendors to differentiate and solve complex problems. There are many ways to describe the AI/ML value chain, though we’ll go with this:</p><p>Data source connections feature engineering, data labelling, data transforming, or ETL/ML model training, ML model validating<i>, making the ML model interoperate with other systems and then staging and then production.</i><b> </b></p><p>Parts like feature engineering, data labelling, and ML model training, for some areas of AI/ML (i.e., computer vision), have become commoditized and others will likely become so soon. The others are problem areas for AI/ML to become widely used, and presumably are some of the areas that cause 87% of AI/ML projects to fail.</p><p>The parts of the AI/ML we’ve highlighted in bold are the MLOps components. This is a huge area of innovation because it is an extremely complicated stage of the value chain. For organizations that can get good data, then take off-the-shelf solutions for feature sets, data labelling, and model training, then integrate an accurate model into an application or make it a service for a pre-existing application, and then have it interact with a single user, is usually doable for the majority of organizations. However, the problems arise when the ML model then needs to interoperate with all the other systems and then have the supporting infrastructure scaled to operationalize it during the staging and then the production stage – this is where MLOps can ease the pain.</p><p>All of PLTR’s skills rooted in data, AI/ML, and software deployments, have enabled them to offer a seamless market-leading MLOps solution. And within the AI/ML supply chain, we think that MLOps is probably the number one determinant for AI/ML project success at present.</p><p>Another key competitive advantage for PLTR in the AI/ML space is their edge AI solutions. Deploying AI at the edge requires algorithms that can operate in low power and low bandwidth environments, and thanks to PLTR’s long enduring experience in data management and training AI/ML models, they now have an unparalleled advantage. Such models need to operate on highly filtered data streams and as PLTR’s core expertise is sorting through data, it’s no surprise that they are leading in this edge AI space.</p><h3>Software Delivery/Deployment</h3><p>Software delivery/deployment is a colossal area of innovation. Developers now have to build their applications and then work through deploying it in various different hosting environments – multiple different clouds, on-prem, in edge spaces, in different compliance jurisdictions. And each host will have particular things that developers need to do in order to make their software work properly.</p><p>PLTR has Apollo Cloud for this pervasive problem. Apollo was initially just used internally to deliver an average of 41,000 updates per week for Gotham and Foundry – last year it was expanded to Apollo Cloud which can deliver any non-PLTR software to any hosting environment. Apollo is what has enabled PLTR to release updates and new features with such rapidity, because developers just write the code and then push the deployment aspects to Apollo. The same technology is alleviating the various deployment pain points for developers and organizations all over the globe.</p><p>We compare this directly to what Amazon did with AWS – offer out an internally used resource to third party clients. It has the potential to give PLTR a much larger and richer feedback pool in which to improve their own software delivery processes whilst also generating a huge additional revenue stream.</p><p>However, according to CodeStrap on YouTube (we definitely recommend readers watch his content), there is execution risk emerging with Apollo Cloud. There are smaller players offering solutions to developers whereby they can just push their application to them and they’ll provision the IaaS and deploy their applications. And VMware also has a solution similar to Apollo Cloud. At present, PLTR has the clear advantage thanks to everything else it offers and the sheer autonomy of Apollo, though this will not be sufficient to stop the market going to alternatives. As CodeStrap explains, PLTR needs to make the entry barriers for Apollo Cloud and Foundry lower in order to lower onboarding friction and speed up the customer count.</p><h2>Can PLTR Get The Flywheel Effect In Motion?</h2><p>Up until very recently, PLTR has been closed off to the outside developer community. There is substantial vetting going on to ensure Foundry applicants are suitable to get the most out of the OS and also that they align with PLTR’s core values. Although, in the last couple of weeks PLTR has launched a site dedicated to helping developers learn how to use Foundry with loads of documentation, which is a significant milestone toward eventually allowing anybody to pay for Foundry with a credit card and get started super quickly. This could mitigate the execution risk outlined in the previous section, but investors would definitely like to see further progress to make it easier to get started with Foundry.</p><p>Gaining adoption throughout the developer communities is the key to generating the flywheel network effect that ourselves and other analysts have discussed previously. And no doubt this is a solid step in the right direction to make this happen.</p><h2>Valuation</h2><p>We remain very bullish over the long-term because relatively and in absolute terms, PLTR is grossly undervalued. Amid the heightened geopolitical risk, we are now seeing the highest possibility of a nuclear attack in our lifetime since the Cold War. Various European countries, Germany especially, are ramping up military and defense spending. Furthermore, supply chain crises, inflation concerns, and ongoing digital disruption, are all posing a huge risk for organizations as they are inherently slow to change, all of which offers PLTR a very large and durable growth runway. Thus, we believe the 30%+ growth guidance through FY25 by management is likely and our DCF valuation values the stock within a range of $25 to $35 per share.</p><p>PLTR’s forward EV/GP also illuminates the attractiveness of the stock right now. Based on an EV of $14,810m, TTM gross profit of $1,287m, and a NTM growth of 30%, we arrive at an EV/GP/Growth of 0.38, which is very low for a high-growth BoB software firm. PLTR’s NTM EV/S of c. 7x also shows that the stock is trading close to half that of legacy tech names. Multiples based on items further down the income statement are indeed less attractive, though for us and many other high-growth software investors, given PLTR’s growth outlook and immature operations, we will focus more on these multiples when growth further matures. Additionally, the high gross margin, revenue per employee, and other business metrics, give us comfort that PLTR will eventually be very profitable.</p><h2>Conclusion</h2><p>Along with the general macro gloom, short-termism has dragged down the stock but in the long-term the risk-reward is highly attractive. There are execution risks because PLTR has long had superior software though has only accumulated c. 280 customers to date. Developers, data scientists, and data engineers, won’t wait around much longer before opting for alternatives to solve their most complicated problems - hence PLTR needs to lower the onboarding frictions ASAP. Although, recently we’ve seen signs of PLTR offering easier onboarding (i.e., the developer site) so that is really positive.</p><p>If PLTR can execute, then durable growth will prevail and the firm will maximize its highly profitable unit economics. We believe if PLTR can execute then in five and 10 years, we’ll look back at this point in time and define this as the beginning of the next era of technological evolution whereby PLTR provided much needed consolidation for an increasingly complex, fragmented and decentralized technological landscape.</p></body></html>","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>Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?</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\">\nCan Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 20:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512063-can-palantir-replicate-the-success-of-intel-microsoft-apple-and-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1Q22 ERFigure 1 - Key Financials OverviewConvequityBearish points1Q22 government business growth decelerates to 16% YoY, particularly surprising given the Russia-Ukraine War and rising geopolitical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512063-can-palantir-replicate-the-success-of-intel-microsoft-apple-and-amazon\">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/4512063-can-palantir-replicate-the-success-of-intel-microsoft-apple-and-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236245709","content_text":"1Q22 ERFigure 1 - Key Financials OverviewConvequityBearish points1Q22 government business growth decelerates to 16% YoY, particularly surprising given the Russia-Ukraine War and rising geopolitical tensions. This drop in government growth appears to have recoiled the stock from the previous bullishness priced in during the initial succeeding weeks following Russia’s invasion. Management has explained that government growth will reaccelerate, however.2Q22 revenue YoY growth guidance declines to 20% >>> though management explained they expect a reacceleration in 2H22.The Rule of 40 – growth plus FCF margin – has declined sharply to 36% in 1Q22. It seems as though the double whammy of overall growth only being a whisker higher than the long-term guidance of 30%+ combined with a steepish drop in FCF margin has put off investors. Investors should bear in mind, however, that FCF margin is volatile for software stocks, especially for firms like PLTR involved in lengthy procurement timelines and very large deals.Bullish pointsGovernment business growth is expected to reaccelerate in 2H22.40 net new customer adds in 1Q22 – this is compared to c. 100 in FY21 and only six in FY20. At this rate of customer growth, there will be 160 net new customers in FY22. This is what has really caught our attention. PLTR is finding operating leverage and scaling out its business with lower friction for customer onboarding. And it’s possible that if PLTR has accelerated customer onboarding this quick, then perhaps S&M resources have been spread too thin to drive the land-and-expand sales, thus depressing the overall growth somewhat.Commercial growth has now accelerated for five sequential quarters – rising to 54% YoY growth in 1Q22.The contribution margin gradually improved in 1Q22 despite the influx of new customers. Just imagine when PLTR has 1000s of customers and the new customers each quarter represent a much smaller percentage of the total customer base... this means PLTR’s overall contribution margin is going to be way closer to the Scale Phase contribution margin of c. 75% (it’s actually close to 90% for very large Scale Phase customers).1Q22 operating margin was -9%, showing steady progress toward breakeven.SBC as a percentage of revenue is declining at a solid pace. We expect it will normalize toward 10%-20% - which appears to be a typical range for multibillion dollar revenue software firms – within the next couple of years.Once PLTR has further optimized its S&M operations (remember that they only began in 2020), the large influx of new customers combined with the presumably low initial land/expand momentum, presents substantial durable growth for the coming quarters.Long-Term Profitability PotentialFor the bears who believe PLTR won’t be a highly profitable company, they should consider the following table. PLTR is generating revenue per employee of $560k, which is almost midway between the average (that is, our estimate of the average based on doing quite a few of these calculations) of $250k-$350k to the beginning of tech giant range – or even further than midway if you use ADBE as the start of the tech giants’ range. We like this metric because it gives a glimpse into the core unit economics and is very insightful for assessing future profitability of GAAP loss making firms.Figure 2 - Revenue Per EmployeeConvequityAll the firms with high revenue per employee are complete dominators in their core market – hence why they’ve become tech giants – and they are highly profitable (except for SQ at present). PLTR is generating $560k per employee with only c. 280 customers to date. So, investors should expect this metric to move deep into the tech giant range when PLTR scales into 1000s of customers – we’ll touch on this likelihood later – which should translate into high profit margins.Our Overarching ThesisOur overarching thesis is predicated on the observation that technological evolution is merely a back and forth between centralization/aggregation/consolidation and decentralization/disaggregation/fragmentation. Time and time again we’ve seen one-of-a-kind companies appear with the objective of dominating and radically changing the landscape via the former and then niche players will emerge aiming to deliver specialized services via the latter.We’ve seen this with IBM in the 1960s with mainframes, Intel with the microprocessor in the 1970s, Microsoft with Windows in the 1980s, Apple in the 2000s with iOS, and also Amazon in the 2010s with AWS. We anticipate we’ll see this happen for PLTR in the 2020s with Foundry and Apollo. In essence, PLTR will provide a consolidated way of managing data, building applications, and deploying those applications in an increasingly decentralized technological environment.Figure 3 - Technological Evolution is Merely Waves Swinging from One Side to the OtherConvequityThe following diagram depicts the market need for something like Foundry and Apollo, whether or not organizations realize this at present.Figure 4 - PLTR Can Provide Consolidation in an Increasingly Fragmented Technological WorldConvequityJust like Windows provided consolidation by providing a single compatible OS for the highly fragmented PC market in the 1980s/90s, PLTR can provide consolidation by providing a single compatible OS for the fragmenting cloud and edge compute architectures. In essence, PLTR will do this via three channels: data (Foundry), AI/ML (Foundry), and software deployment (Apollo).Core Channels of GrowthThere are many ways in which to slice and dice what PLTR does, though at a high-level our take is that PLTR’s sustainable advantages relate to data, AI/ML, and software delivery/deployment.Data, AI/ML, and software delivery are colossal markets that are foundational to the progress of so many other huge potential markets - and PLTR is the absolute leader in each of these areas. We’re passionate about cybersecurity, but even this huge growthy market is being driven via better data management and AI/ML. Edge compute is another huge potential market but will only progress toward its potential if innovations in data management, AI/ML, and software delivery continue.DataThis is an extremely broad area but PLTR excels in all of it thanks to its SDDI (Software-Defined Data Integration). From data source connections, to transforming data to useful datasets, to creating ontologies so that users can clearly understand the relationships of every piece of data ... which then enables a robust data fabric in which to generate company-wide business insights and build highly effective applications. Fundamentally managing data more effectively is the core driver for any market and inefficient ways of handling data is the number one headwind to faster digitalization. PLTR is the only vendor capable of breaking down the data siloes and offering an end-to-end data processing and analytics platform.AI/MLThe AI/ML value/supply chain has parts which have become commoditized and other parts in which there is still lots of opportunity for vendors to differentiate and solve complex problems. There are many ways to describe the AI/ML value chain, though we’ll go with this:Data source connections feature engineering, data labelling, data transforming, or ETL/ML model training, ML model validating, making the ML model interoperate with other systems and then staging and then production. Parts like feature engineering, data labelling, and ML model training, for some areas of AI/ML (i.e., computer vision), have become commoditized and others will likely become so soon. The others are problem areas for AI/ML to become widely used, and presumably are some of the areas that cause 87% of AI/ML projects to fail.The parts of the AI/ML we’ve highlighted in bold are the MLOps components. This is a huge area of innovation because it is an extremely complicated stage of the value chain. For organizations that can get good data, then take off-the-shelf solutions for feature sets, data labelling, and model training, then integrate an accurate model into an application or make it a service for a pre-existing application, and then have it interact with a single user, is usually doable for the majority of organizations. However, the problems arise when the ML model then needs to interoperate with all the other systems and then have the supporting infrastructure scaled to operationalize it during the staging and then the production stage – this is where MLOps can ease the pain.All of PLTR’s skills rooted in data, AI/ML, and software deployments, have enabled them to offer a seamless market-leading MLOps solution. And within the AI/ML supply chain, we think that MLOps is probably the number one determinant for AI/ML project success at present.Another key competitive advantage for PLTR in the AI/ML space is their edge AI solutions. Deploying AI at the edge requires algorithms that can operate in low power and low bandwidth environments, and thanks to PLTR’s long enduring experience in data management and training AI/ML models, they now have an unparalleled advantage. Such models need to operate on highly filtered data streams and as PLTR’s core expertise is sorting through data, it’s no surprise that they are leading in this edge AI space.Software Delivery/DeploymentSoftware delivery/deployment is a colossal area of innovation. Developers now have to build their applications and then work through deploying it in various different hosting environments – multiple different clouds, on-prem, in edge spaces, in different compliance jurisdictions. And each host will have particular things that developers need to do in order to make their software work properly.PLTR has Apollo Cloud for this pervasive problem. Apollo was initially just used internally to deliver an average of 41,000 updates per week for Gotham and Foundry – last year it was expanded to Apollo Cloud which can deliver any non-PLTR software to any hosting environment. Apollo is what has enabled PLTR to release updates and new features with such rapidity, because developers just write the code and then push the deployment aspects to Apollo. The same technology is alleviating the various deployment pain points for developers and organizations all over the globe.We compare this directly to what Amazon did with AWS – offer out an internally used resource to third party clients. It has the potential to give PLTR a much larger and richer feedback pool in which to improve their own software delivery processes whilst also generating a huge additional revenue stream.However, according to CodeStrap on YouTube (we definitely recommend readers watch his content), there is execution risk emerging with Apollo Cloud. There are smaller players offering solutions to developers whereby they can just push their application to them and they’ll provision the IaaS and deploy their applications. And VMware also has a solution similar to Apollo Cloud. At present, PLTR has the clear advantage thanks to everything else it offers and the sheer autonomy of Apollo, though this will not be sufficient to stop the market going to alternatives. As CodeStrap explains, PLTR needs to make the entry barriers for Apollo Cloud and Foundry lower in order to lower onboarding friction and speed up the customer count.Can PLTR Get The Flywheel Effect In Motion?Up until very recently, PLTR has been closed off to the outside developer community. There is substantial vetting going on to ensure Foundry applicants are suitable to get the most out of the OS and also that they align with PLTR’s core values. Although, in the last couple of weeks PLTR has launched a site dedicated to helping developers learn how to use Foundry with loads of documentation, which is a significant milestone toward eventually allowing anybody to pay for Foundry with a credit card and get started super quickly. This could mitigate the execution risk outlined in the previous section, but investors would definitely like to see further progress to make it easier to get started with Foundry.Gaining adoption throughout the developer communities is the key to generating the flywheel network effect that ourselves and other analysts have discussed previously. And no doubt this is a solid step in the right direction to make this happen.ValuationWe remain very bullish over the long-term because relatively and in absolute terms, PLTR is grossly undervalued. Amid the heightened geopolitical risk, we are now seeing the highest possibility of a nuclear attack in our lifetime since the Cold War. Various European countries, Germany especially, are ramping up military and defense spending. Furthermore, supply chain crises, inflation concerns, and ongoing digital disruption, are all posing a huge risk for organizations as they are inherently slow to change, all of which offers PLTR a very large and durable growth runway. Thus, we believe the 30%+ growth guidance through FY25 by management is likely and our DCF valuation values the stock within a range of $25 to $35 per share.PLTR’s forward EV/GP also illuminates the attractiveness of the stock right now. Based on an EV of $14,810m, TTM gross profit of $1,287m, and a NTM growth of 30%, we arrive at an EV/GP/Growth of 0.38, which is very low for a high-growth BoB software firm. PLTR’s NTM EV/S of c. 7x also shows that the stock is trading close to half that of legacy tech names. Multiples based on items further down the income statement are indeed less attractive, though for us and many other high-growth software investors, given PLTR’s growth outlook and immature operations, we will focus more on these multiples when growth further matures. Additionally, the high gross margin, revenue per employee, and other business metrics, give us comfort that PLTR will eventually be very profitable.ConclusionAlong with the general macro gloom, short-termism has dragged down the stock but in the long-term the risk-reward is highly attractive. There are execution risks because PLTR has long had superior software though has only accumulated c. 280 customers to date. Developers, data scientists, and data engineers, won’t wait around much longer before opting for alternatives to solve their most complicated problems - hence PLTR needs to lower the onboarding frictions ASAP. Although, recently we’ve seen signs of PLTR offering easier onboarding (i.e., the developer site) so that is really positive.If PLTR can execute, then durable growth will prevail and the firm will maximize its highly profitable unit economics. We believe if PLTR can execute then in five and 10 years, we’ll look back at this point in time and define this as the beginning of the next era of technological evolution whereby PLTR provided much needed consolidation for an increasingly complex, fragmented and decentralized technological landscape.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020448749,"gmtCreate":1652677871181,"gmtModify":1676535139932,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Dont panic. Keep buying and hold.","listText":"Dont panic. Keep buying and hold.","text":"Dont panic. Keep buying and hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020448749","repostId":"1196003034","repostType":2,"repost":{"id":"1196003034","kind":"news","pubTimestamp":1652669507,"share":"https://ttm.financial/m/news/1196003034?lang=&edition=fundamental","pubTime":"2022-05-16 10:51","market":"us","language":"en","title":"Palantir Stock: Should You Buy the Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196003034","media":"TheStreet","summary":"With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently","content":"<html><head></head><body><p>With PLTR at all-time lows, is now a good opportunity to buy the stock?</p><p><b>Palantir</b> shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported mixed earnings results and soft guidance for the second quarter (Q2).</p><p>Has an opportunity opened up to buy Palantir stock at a discount?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bdf217c9fadeb6eacfb8966767b0579\" tg-width=\"1240\" tg-height=\"661\" width=\"100%\" height=\"auto\"/><span>Figure 1: Palantir Stock: Should You Buy the Dip?</span></p><p><b>Palantir&#39;s Earnings Bloodbath</b></p><p>On the surface, Palantir&#39;s earnings numbers looked decent. Palantirreportedmixed Q1 results: While it missed its earnings per share estimates by 2 cents, the company reported revenues of $446.36 million — $2.85 million above expectations.</p><p>Revenues grew 31% year over year (YoY), above the annual revenue guidance of 30% growth. Commercial U.S. revenues were the highligh,t growing 136% YoY. Operating margins showed an improvement of 14% compared to last quarter and 33% compared to the same quarter last year.</p><p>The problem was that growth in its government business — Palantir’s most valuable segment — has been slowing down rapidly. Government revenue growth was below the company&#39;s target for the second consecutive quarter, at just 16% in Q1. In Q4, it grew only 26%.</p><p>And there&#39;s nothing worse for a tech growth stock than to report a growth slowdown. The current revenue consensus for 2022 is 28.7%, below Palantir&#39;s annual growth guidance. The full-year 2022 margin guidance remains at 27%. However, little clarity has been given on how the company intends to achieve these numbers, as it has already started Q1 reporting 7% below.</p><p>From the market&#39;s view, the outlook for Q2 was also disastrous. Palantir&#39;s management is expecting revenues of $470 million, which is only a 25% increase compared to Q2 last year. Investors are also disappointed by expected operating margins of 20%, indicating further declines from Q1, when margins were 26% — 3% lower than in Q4.</p><p><b>Under Bear Attack</b></p><p>The current tone on Wall Street regarding Palantir is not the most optimistic. Right after earnings, Citi analyst Tyler Radke decreased his price target on Palantir from $10 to $7 while maintaining his sell recommendation.</p><p>According to Radke, Palantir&#39;s underlying growth continued to weaken in the first quarter along with the lower beat on quarterly revenue estimates. Weak guidance below Wall Street estimates complete the bearish picture.</p><p>Further, the analyst said that growth metrics when adjusted for SPAC revenue are still worse, with minimal growth in commercial agreements alongside incremental declines in total commercial business revenues.</p><p>Another bear, Deutsche Bank analyst Brad Zelnick, also lowered his price target on Palantir from $15 to $11. The analyst is a critic of the company&#39;s lack of transparency to which the stock&#39;s compensation flatters profitability and limits the confidence in Palantir&#39;s long-term business.</p><p>However, Zelnick acknowledges that there is room for Palantir to grow in the near term, but he remains skeptical about how sustainable that growth can be.</p><p><b>The Bottom Line</b></p><p>Palantir is a classic case of a long-term growth stock that has been hit hard by the current macroeconomic downturn. With the market in fear of a recession, growth stocks like Palantir that are still struggling to prove sustainable long-term growth profitability are naturally avoided by investors.</p><p>However, the stock still cannot be considered cheap based on its current valuation, even though it has dropped significantly in recent months. Palantir trades at a P/E ratio of 62 times, which implies a difference of 255% to the broader IT sector.</p><p>This high ratio is rightly attributed to the company&#39;s minimum annual growth target of 30% by 2025. And as the company proves unable to follow this trend, the negative market reaction should continue.</p><p>The positive long-term outlook for Palantir is the growth of its commercial customers, equivalent to 86% YoY growth. However, it will take some time for revenue growth through new customers to be reflected. This might have important potential for an upside in the long run. But it is difficult to be more confident about what can actually be expected further down the road.</p><p>Finally, the company&#39;s management reported that there is a large potential update in Palantir&#39;s guidance due to its role in responding to developing geopolitical events, such as the supply of military software in conflict developments from the Ukraine war. According to Palantir&#39;s CEO Alexander Karp, the company has spent nearly two decades preparing for the current moment.</p><p>Therefore, I believe it makes sense only to invest in Palantir at the current share price for the long term. Palantir’s software technology is great, but there are many doubts regarding Palantir’s ability to maintain its government and commercial business growth rate based on its current valuation.</p><p>There&#39;s no middle ground. Either Palantir shareholders who have patience will witness strong growth in the long run, or else the stock will plummet further until it reaches a valuation more in line with the sector.</p></body></html>","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 Stock: Should You Buy the Dip?</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 Stock: Should You Buy the Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip\">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.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196003034","content_text":"With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported mixed earnings results and soft guidance for the second quarter (Q2).Has an opportunity opened up to buy Palantir stock at a discount?Figure 1: Palantir Stock: Should You Buy the Dip?Palantir's Earnings BloodbathOn the surface, Palantir's earnings numbers looked decent. Palantirreportedmixed Q1 results: While it missed its earnings per share estimates by 2 cents, the company reported revenues of $446.36 million — $2.85 million above expectations.Revenues grew 31% year over year (YoY), above the annual revenue guidance of 30% growth. Commercial U.S. revenues were the highligh,t growing 136% YoY. Operating margins showed an improvement of 14% compared to last quarter and 33% compared to the same quarter last year.The problem was that growth in its government business — Palantir’s most valuable segment — has been slowing down rapidly. Government revenue growth was below the company's target for the second consecutive quarter, at just 16% in Q1. In Q4, it grew only 26%.And there's nothing worse for a tech growth stock than to report a growth slowdown. The current revenue consensus for 2022 is 28.7%, below Palantir's annual growth guidance. The full-year 2022 margin guidance remains at 27%. However, little clarity has been given on how the company intends to achieve these numbers, as it has already started Q1 reporting 7% below.From the market's view, the outlook for Q2 was also disastrous. Palantir's management is expecting revenues of $470 million, which is only a 25% increase compared to Q2 last year. Investors are also disappointed by expected operating margins of 20%, indicating further declines from Q1, when margins were 26% — 3% lower than in Q4.Under Bear AttackThe current tone on Wall Street regarding Palantir is not the most optimistic. Right after earnings, Citi analyst Tyler Radke decreased his price target on Palantir from $10 to $7 while maintaining his sell recommendation.According to Radke, Palantir's underlying growth continued to weaken in the first quarter along with the lower beat on quarterly revenue estimates. Weak guidance below Wall Street estimates complete the bearish picture.Further, the analyst said that growth metrics when adjusted for SPAC revenue are still worse, with minimal growth in commercial agreements alongside incremental declines in total commercial business revenues.Another bear, Deutsche Bank analyst Brad Zelnick, also lowered his price target on Palantir from $15 to $11. The analyst is a critic of the company's lack of transparency to which the stock's compensation flatters profitability and limits the confidence in Palantir's long-term business.However, Zelnick acknowledges that there is room for Palantir to grow in the near term, but he remains skeptical about how sustainable that growth can be.The Bottom LinePalantir is a classic case of a long-term growth stock that has been hit hard by the current macroeconomic downturn. With the market in fear of a recession, growth stocks like Palantir that are still struggling to prove sustainable long-term growth profitability are naturally avoided by investors.However, the stock still cannot be considered cheap based on its current valuation, even though it has dropped significantly in recent months. Palantir trades at a P/E ratio of 62 times, which implies a difference of 255% to the broader IT sector.This high ratio is rightly attributed to the company's minimum annual growth target of 30% by 2025. And as the company proves unable to follow this trend, the negative market reaction should continue.The positive long-term outlook for Palantir is the growth of its commercial customers, equivalent to 86% YoY growth. However, it will take some time for revenue growth through new customers to be reflected. This might have important potential for an upside in the long run. But it is difficult to be more confident about what can actually be expected further down the road.Finally, the company's management reported that there is a large potential update in Palantir's guidance due to its role in responding to developing geopolitical events, such as the supply of military software in conflict developments from the Ukraine war. According to Palantir's CEO Alexander Karp, the company has spent nearly two decades preparing for the current moment.Therefore, I believe it makes sense only to invest in Palantir at the current share price for the long term. Palantir’s software technology is great, but there are many doubts regarding Palantir’s ability to maintain its government and commercial business growth rate based on its current valuation.There's no middle ground. Either Palantir shareholders who have patience will witness strong growth in the long run, or else the stock will plummet further until it reaches a valuation more in line with the sector.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064214617,"gmtCreate":1652325694739,"gmtModify":1676535079061,"author":{"id":"4090977076097080","authorId":"4090977076097080","name":"EmeraldRose6","avatar":"https://static.itradeup.com/news/48d0c18ef0dbcb1a5897aa8c5ff65232","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090977076097080","idStr":"4090977076097080"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064214617","repostId":"1194402488","repostType":2,"repost":{"id":"1194402488","kind":"news","pubTimestamp":1652320426,"share":"https://ttm.financial/m/news/1194402488?lang=&edition=fundamental","pubTime":"2022-05-12 09:53","market":"us","language":"en","title":"Palantir: Panic Time Is Buying Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1194402488","media":"Seeking Alpha","summary":"SummaryPalantir's commercial revenue growth kept accelerating in Q1'22.Revenue outlook for Q2'22 is ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s commercial revenue growth kept accelerating in Q1&#39;22.</li><li>Revenue outlook for Q2&#39;22 is a minor disappointment, but long-term top line guidance is not changing.</li><li>The market is massively overreacting and Palantir has become too cheap.</li></ul><p>Shares of Palantir (NYSE:PLTR) cratered more than 21% after the software analytics company submitted its earnings card for the last quarter. The technology sell-off also broadened yesterday, adding selling pressure on Palantir. I believe the market completely overreacted to Palantir&#39;s earnings card as momentum in the commercial business kept building in the first-quarter. The market reaction indicates that the market has lost its mind and I am buying more shares of Palantir!</p><p><b>Palantir Q1&#39;22 earnings card</b></p><p>The data analytics company reported solid top line growth of 31% year over year to $446.4M in the first-quarter. Palantir guided for Q1&#39;22 revenues of $443M in revenues, so the company beat its guidance by $3.4M. Government revenues were $241.8M, showing 16% year over year. Commercial revenues, a bright spot for growth for Palantir in recent quarters, especially in the U.S. commercial business, surged 54% year over year to $204.6M.</p><p>The commercial business continued to show a lot of promise in the first-quarter. While government revenue growth decelerated, the commercial business saw continual acceleration. Palantir&#39;s commercial revenue growth accelerated to 54% in Q1&#39;22, with growth being chiefly driven by Palantir&#39;s U.S. commercial business. The private enterprise market is becoming increasingly important for Palantir, as the growth rates compiled in the table below show.</p><p><img src=\"https://static.tigerbbs.com/3e0b45b349b3b93b860b8cda8f6f166a\" tg-width=\"613\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/><b>Strong customer acquisition and monetization</b></p><p>A key theme for Palantir in FY 2021 has been improving customer acquisition, which is a theme that is still highly relevant for the company. The data analytics firm added 40 new customers (net) to its client roster in the first-quarter, showing growth of 17% quarter over quarter and Palantir ended Q1&#39;22 with 277 paying clients on its books. Once again, customer acquisition was especially strong in the commercial business where Palantir signed on 37 new customers just in the last quarter.</p><p>Equally important, Palantir continues to monetize its top customers better. Palantir generated 24% year over year growth in average revenue per top 20 customer, indicating that customers are willing to increase their spending on Palantir&#39;s products and services. The average top customers spend an average of $45M on Palantir&#39;s software solutions in Q1&#39;22.</p><p><img src=\"https://static.tigerbbs.com/ffeb164b88554a7a89a10a1cbe727592\" tg-width=\"1280\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir</p><p>Another way to look at Palantir&#39;s customer monetization is the net dollar retention rate/NDRR which in the first-quarter was 124%. Net dollar retention rates measure organic revenue growth from the same pool of customers, from one period to the next. Palantir&#39;s net dollar retention rate in Q4&#39;21 was 131%, so the firm saw a quarter over quarter decline in its NDRR. But as long as net dollar retention rates stay above 100%, Palantir is growing its top line organically.</p><p><b>Palantir&#39;s first-quarter free cash flow disappoints</b></p><p>I will take the blame for my Q1&#39;22 free cash flow estimate that was off by a large margin. I expected Palantir to generate more than $100M in Q1&#39;22 free cash flow due to accelerating momentum in the U.S. commercial business and strong customer acquisition rates. Palantir&#39;s actual free cash flow was just $29.8M which calculates to a disappointing free cash flow margin of 7%. Much lower free cash flow than expected and a slightly weaker revenue outlook for Q2&#39;22 are likely the reasons behind Palantir&#39;s 21% plunge on Monday.</p><p><img src=\"https://static.tigerbbs.com/a258b5641f2600ae714423840a8d9b84\" tg-width=\"961\" tg-height=\"264\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir</p><p><b>Slowing revenue growth?</b></p><p>Citing &#34;developing geopolitical events&#34;, Palantir guided for Q2&#39;22 revenues of $470M, which indicates 5% quarter over quarter growth. However, the guidance also implies just 25% growth year over year which marks a deceleration from the 30% growth rate that investors expected. Palantir, however, reaffirmed its 30% long term annual revenue growth goal. I don&#39;t believe investors have to worry about slowing top line growth right now. The firm said that it sees upside to its revenue guidance and Palantir likely is guiding carefully for the next quarter.</p><p><b>Shares of Palantir are currently deeply discounted</b></p><p>The 21% drawdown in pricing on Monday indicates to me that the market has lost its mind and the firm&#39;s commercial growth prospects are not evaluated rationally. Palantir made significant progress in the first-quarter regarding customer acquisition and monetization, especially in the U.S. commercial segment. For those reasons, I believe the market misjudges the earnings report and undervalues Palantir&#39;s prospects in the data analytics business.</p><p>Shares of Palantir are currently valued at a P-S ratio of 5.9 X, based off of $2.6B in expected revenues in FY 2023. Palantir&#39;s P-S ratio was almost five times higher in FY 2021.</p><p><img src=\"https://static.tigerbbs.com/0be0a4030d425ed2485f08a8b3d86e1f\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Risks with Palantir</b></p><p>There are a few risks with Palantir that refer to the company&#39;s high stock-based compensation and slowing top line growth. Palantir is remunerating executives with stock and options which results in shareholder dilution. The number of Palantir&#39;s outstanding shares increased 10% year over year in Q1&#39;22 to 2.05B and this dilution is a problem for shareholders considering that the firm is currently not profitable.</p><p><img src=\"https://static.tigerbbs.com/a4e561af5783acd47c9f5f0229c0f3b9\" tg-width=\"1280\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir</p><p>The other big risk I see with Palantir is the market environment. Clearly, investors don&#39;t value exposure to technology stocks right now. Although I believe Palantir&#39;s first-quarter earnings card was way better than the market reaction indicates, shares of Palantir could make new lows if current market trends continue.</p><p><b>Final thoughts</b></p><p>Panic has gripped the market. Technology stocks, including stocks of software analytics companies, are currently not favored and the tech sell-off clearly has potential to accelerate in the short term, which could potentially add even more pressure on Palantir&#39;s valuation.</p></body></html>","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: Panic Time Is Buying Time</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: Panic Time Is Buying Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-12 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509935-palantir-panic-time-buying-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's commercial revenue growth kept accelerating in Q1'22.Revenue outlook for Q2'22 is a minor disappointment, but long-term top line guidance is not changing.The market is massively ...</p>\n\n<a href=\"https://seekingalpha.com/article/4509935-palantir-panic-time-buying-time\">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/4509935-palantir-panic-time-buying-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194402488","content_text":"SummaryPalantir's commercial revenue growth kept accelerating in Q1'22.Revenue outlook for Q2'22 is a minor disappointment, but long-term top line guidance is not changing.The market is massively overreacting and Palantir has become too cheap.Shares of Palantir (NYSE:PLTR) cratered more than 21% after the software analytics company submitted its earnings card for the last quarter. The technology sell-off also broadened yesterday, adding selling pressure on Palantir. I believe the market completely overreacted to Palantir's earnings card as momentum in the commercial business kept building in the first-quarter. The market reaction indicates that the market has lost its mind and I am buying more shares of Palantir!Palantir Q1'22 earnings cardThe data analytics company reported solid top line growth of 31% year over year to $446.4M in the first-quarter. Palantir guided for Q1'22 revenues of $443M in revenues, so the company beat its guidance by $3.4M. Government revenues were $241.8M, showing 16% year over year. Commercial revenues, a bright spot for growth for Palantir in recent quarters, especially in the U.S. commercial business, surged 54% year over year to $204.6M.The commercial business continued to show a lot of promise in the first-quarter. While government revenue growth decelerated, the commercial business saw continual acceleration. Palantir's commercial revenue growth accelerated to 54% in Q1'22, with growth being chiefly driven by Palantir's U.S. commercial business. The private enterprise market is becoming increasingly important for Palantir, as the growth rates compiled in the table below show.Strong customer acquisition and monetizationA key theme for Palantir in FY 2021 has been improving customer acquisition, which is a theme that is still highly relevant for the company. The data analytics firm added 40 new customers (net) to its client roster in the first-quarter, showing growth of 17% quarter over quarter and Palantir ended Q1'22 with 277 paying clients on its books. Once again, customer acquisition was especially strong in the commercial business where Palantir signed on 37 new customers just in the last quarter.Equally important, Palantir continues to monetize its top customers better. Palantir generated 24% year over year growth in average revenue per top 20 customer, indicating that customers are willing to increase their spending on Palantir's products and services. The average top customers spend an average of $45M on Palantir's software solutions in Q1'22.PalantirAnother way to look at Palantir's customer monetization is the net dollar retention rate/NDRR which in the first-quarter was 124%. Net dollar retention rates measure organic revenue growth from the same pool of customers, from one period to the next. Palantir's net dollar retention rate in Q4'21 was 131%, so the firm saw a quarter over quarter decline in its NDRR. But as long as net dollar retention rates stay above 100%, Palantir is growing its top line organically.Palantir's first-quarter free cash flow disappointsI will take the blame for my Q1'22 free cash flow estimate that was off by a large margin. I expected Palantir to generate more than $100M in Q1'22 free cash flow due to accelerating momentum in the U.S. commercial business and strong customer acquisition rates. Palantir's actual free cash flow was just $29.8M which calculates to a disappointing free cash flow margin of 7%. Much lower free cash flow than expected and a slightly weaker revenue outlook for Q2'22 are likely the reasons behind Palantir's 21% plunge on Monday.PalantirSlowing revenue growth?Citing \"developing geopolitical events\", Palantir guided for Q2'22 revenues of $470M, which indicates 5% quarter over quarter growth. However, the guidance also implies just 25% growth year over year which marks a deceleration from the 30% growth rate that investors expected. Palantir, however, reaffirmed its 30% long term annual revenue growth goal. I don't believe investors have to worry about slowing top line growth right now. The firm said that it sees upside to its revenue guidance and Palantir likely is guiding carefully for the next quarter.Shares of Palantir are currently deeply discountedThe 21% drawdown in pricing on Monday indicates to me that the market has lost its mind and the firm's commercial growth prospects are not evaluated rationally. Palantir made significant progress in the first-quarter regarding customer acquisition and monetization, especially in the U.S. commercial segment. For those reasons, I believe the market misjudges the earnings report and undervalues Palantir's prospects in the data analytics business.Shares of Palantir are currently valued at a P-S ratio of 5.9 X, based off of $2.6B in expected revenues in FY 2023. Palantir's P-S ratio was almost five times higher in FY 2021.Data by YChartsRisks with PalantirThere are a few risks with Palantir that refer to the company's high stock-based compensation and slowing top line growth. Palantir is remunerating executives with stock and options which results in shareholder dilution. The number of Palantir's outstanding shares increased 10% year over year in Q1'22 to 2.05B and this dilution is a problem for shareholders considering that the firm is currently not profitable.PalantirThe other big risk I see with Palantir is the market environment. Clearly, investors don't value exposure to technology stocks right now. Although I believe Palantir's first-quarter earnings card was way better than the market reaction indicates, shares of Palantir could make new lows if current market trends continue.Final thoughtsPanic has gripped the market. Technology stocks, including stocks of software analytics companies, are currently not favored and the tech sell-off clearly has potential to accelerate in the short term, which could potentially add even more pressure on Palantir's valuation.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}