JHVEPhoto/iStock Editorial via Getty Images It seems surreal to make a buy-the-dip call on a company trading at 93x forward earnings. Data by YCharts At such a valuation multiple, investors are more than right to question whether Palantir Technologies' ( PLTR ) 150% net dollar retention can remain anywhere near current levels. But at the same time, the AI-darling software company has delivered the...
JHVEPhoto/iStock Editorial via Getty Images It seems surreal to make a buy-the-dip call on a company trading at 93x forward earnings. Data by YCharts At such a valuation multiple, investors are more than right to question whether Palantir Technologies' ( PLTR ) 150% net dollar retention can remain anywhere near current levels. But at the same time, the AI-darling software company has delivered the kind of growth, margin expansion, customer expansion, and upward earnings revisions to make a simple valuation-based bearish thesis harder to defend. In my view, it is quite obvious that Palantir is an expensive stock. The big question is whether AIP has made Palantir's land-and-expand model structurally stronger or else whether the recent numbers are merely the result of AI-driven demand and heavy implementation work that may eventually normalize. For now, I believe the evidence still supports the bullish side of the debate. I continue to see Palantir as a Buy and view the current pullback as a constructive opportunity to accumulate shares. Why Palantir Is Not A Typical SaaS Story First of all, it is necessary to recognize that Palantir's moat consists of the quality of its software, added to its integration process. Palantir doesn't exactly sell its software as a regular SaaS where the classic marketing cycle is demo and then standardized subscription. Not at all. Palantir has its customer acquisition strategy starting by solving a very concrete and difficult operational problem. For example, let's take two specific problems that an insurance company faces and needs to solve: reducing fraud or automating underwriting. These are often difficult problems for regular SaaS companies because they are not simple enough to solve by simply running a model and delivering an answer. Of course, there are many companies that offer this service. Salesforce ( CRM ), ServiceNow ( NOW ), Microsoft ( MSFT ), and several other startups are able to attack (quite well) pieces of these probl...
JHVEPhoto/iStock Editorial via Getty Images It seems surreal to make a buy-the-dip call on a company trading at 93x forward earnings. Data by YCharts At such a valuation multiple, investors are more than right to question whether Palantir Technologies' ( PLTR ) 150% net dollar retention can remain anywhere near current levels. But at the same time, the AI-darling software company has delivered the...
JHVEPhoto/iStock Editorial via Getty Images It seems surreal to make a buy-the-dip call on a company trading at 93x forward earnings. Data by YCharts At such a valuation multiple, investors are more than right to question whether Palantir Technologies' ( PLTR ) 150% net dollar retention can remain anywhere near current levels. But at the same time, the AI-darling software company has delivered the kind of growth, margin expansion, customer expansion, and upward earnings revisions to make a simple valuation-based bearish thesis harder to defend. In my view, it is quite obvious that Palantir is an expensive stock. The big question is whether AIP has made Palantir's land-and-expand model structurally stronger or else whether the recent numbers are merely the result of AI-driven demand and heavy implementation work that may eventually normalize. For now, I believe the evidence still supports the bullish side of the debate. I continue to see Palantir as a Buy and view the current pullback as a constructive opportunity to accumulate shares. Why Palantir Is Not A Typical SaaS Story First of all, it is necessary to recognize that Palantir's moat consists of the quality of its software, added to its integration process. Palantir doesn't exactly sell its software as a regular SaaS where the classic marketing cycle is demo and then standardized subscription. Not at all. Palantir has its customer acquisition strategy starting by solving a very concrete and difficult operational problem. For example, let's take two specific problems that an insurance company faces and needs to solve: reducing fraud or automating underwriting. These are often difficult problems for regular SaaS companies because they are not simple enough to solve by simply running a model and delivering an answer. Of course, there are many companies that offer this service. Salesforce ( CRM ), ServiceNow ( NOW ), Microsoft ( MSFT ), and several other startups are able to attack (quite well) pieces of these probl...
Palantir: Buy The Dip At 93x Earnings Seeking Alpha Prediction: Palantir Stock Will Trade at This Price Next Year 24/7 Wall St. Forget Palantir Technologies: This Cash-Flow Fintech Pioneer Under $30 Is a Considerably Better Buy Yahoo Finance
Palantir: Buy The Dip At 93x Earnings Seeking Alpha Prediction: Palantir Stock Will Trade at This Price Next Year 24/7 Wall St. Forget Palantir Technologies: This Cash-Flow Fintech Pioneer Under $30 Is a Considerably Better Buy Yahoo Finance
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